UK-India Financial Planner in Mumbai
We advise clients in Mumbai and across Maharashtra who hold wealth on both sides of the UK-India corridor — UK pensions and investments alongside Indian property, business interests and family assets.
Mumbai clients are often senior professionals, founders and returning NRIs whose planning spans two tax systems, two currencies and two sets of reporting obligations. Decisions taken in isolation in one country frequently create an avoidable cost in the other.
Our advisers organise a single cross-border plan and coordinate with advisers and strategic partners regulated in the jurisdictions concerned. In-person meetings are available with our India team, alongside video and telephone consultations.
Cross-Border Services for Clients in Mumbai
QROPS to India
Transferring UK pensions to QROPS or qualifying schemes for NRIs who have moved back to India.
Read the QROPS transfer guideExpat Financial Planning
Cross-border financial planning for British expats living in India, coordinated with India-regulated advisers.
View the planning overviewINR Financial Planning
Insurance and mutual fund planning in INR, delivered through advisers regulated by IRDAI and AMFI in India.
Explore INR planningRNOR & DTAA Tax Planning
Using the RNOR window and the UK-India Double Taxation Avoidance Agreement to plan the timing and treatment of overseas income.
Calculate your RNOR statusUK Pension Advice in India
Your UK pension options once resident in India, including income, lump sums and the tax treatment of each.
Read UK pension adviceSelling UK Property from India
Selling or letting UK property while resident in India, including capital gains reporting on both sides.
Read the property sale guideUK-India Financial Planning
A single coordinated plan across UK and Indian assets, income, residency and long-term goals.
See the 360 ReviewMyBridge India Support
Business, tax, compliance and personal support on the ground in India.
Explore MyBridge IndiaWealth Planning for Mumbai Based NRIs and Professionals
As India's financial capital, Mumbai concentrates clients with international careers and genuinely cross-border balance sheets. The common thread is complexity: UK pension pots left behind, UK property still held, Indian business income, and family members spread across both countries.
We bring those elements into one review, identify where UK and Indian rules interact, and set out the sequence of decisions that follows.
- Consolidated view of UK and Indian investments and currency exposure
- UK pension income, lump sums and QROPS suitability
- Capital gains and reporting on the sale of UK property from India
- NRE, NRO and FCNR structuring and repatriation planning
- Business owners with income arising in both countries
- Estate and succession planning across two legal systems
What Our Clients Say...
"We were extremely fortunate to come across Ranjit in our hour of need. Despite almost zero notice, he responded in less than 48 hours with a well reasoned and detailed response to our enquiry. We look forward to dealing with him in future."
Frequently Asked Questions
Do you advise NRIs based in Mumbai?
Yes. We support Mumbai and Maharashtra clients with UK pensions, cross-border investments, UK property matters and estate planning, coordinated between our India and London offices.
Can you help me sell UK property while living in Mumbai?
Yes. We explain the UK capital gains reporting deadlines, the Indian tax treatment of the proceeds, and the repatriation route back to your Indian accounts.
Can I meet an adviser in person in Mumbai?
Yes. In-person meetings are available with our India team, alongside video and telephone consultations. WhatsApp or call +91 837-392-8038, or email contact@atwalfinancial.com. Initial consultations are free and carry no obligation.
Speak With Our Mumbai Team
Mumbai
Maharashtra, India
Mumbai, Maharashtra • Advisers nationwide across India • By appointment