Our advisers and partners provide cross-border financial planning, wealth management & business solutions in India.
We have successfully delivered our services to clients worldwide since 2008.
Being fee-based means we offer a wide range of plans, products & services, ensuring we deliver the best possible solution. Should we receive payment for any transaction we arrange, we offset this against any chargeable fees.
As a result our approach is comprehensive and tailored.
The above reasons are why Atwal Financial was established by Ranjit Atwal.
Ranjit has held senior positions within the UK financial and banking industry since 1991 which include postings at Commercial Union, Royal Liver & Australian Mutual Provident.
Internationally posted since 2001 with a 12-year engagement in Tokyo and Singapore. Currently based in New Delhi since May 2013.
The award from the Chartered Institute of Bankers in May 1995 and his Financial Planning Certificate from the Chartered Insurance Institute in August 1997 demonstrates his years of experience.
He is also registered and authorised by the Insurance Regulatory Development Authority of India (IRDA), the Pension Fund Regulatory Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).
He continues to develop his understanding of the ever-changing landscape with regular updates via his Financial Planning Paper as well as continuous professional development (CPD) with Financial Times Adviser.