Putting people first

Who are we?

Our international team of advisers and partners provide cross-border financial planning, wealth management & business solutions specialising in UK-India cross-border advice.

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.

Our StructureGlobal Reach

Atwal Financial

Atwal Financial H/O


207 Regent Street 3rd Floor • London W1B 4ND



Atwal Financial

Atwal Financial LLP


Cross-border Financial PlanningWealth Management



India Desk International

Atwal Financial LTD


Business Solutions IndiaUK India Business Support



The India Desk

The India Desk

New Delhi • Mumbai

INR Financial PlanningINR Wealth Management

+91 837-392-8038