February 2023 HDFC Life (India) award for UK pension transfers

Atwal Financial is pleased to announce that it has been recognised for its work in pension transfers with HDFC Life, a leading financial institution in India. HDFC Life has provided better outcomes for clients’ pension planning resulting in higher levels of income. Atwal Financial’s methodologies have been proven effective and its collaboration with HDFC Life is a result of this.

January 2022 India's opportunities

In 2022 discover your opportunities in India. India has made great progress in its economic development in recent years, supported by a Government that believes in the power of business. It is widely agreed that India is already establishing itself as an important global player, both economically and geopolitically, and that that journey is moving forward. In the next decade, India is forecast to become the largest country by population and the third largest economy in the world. Understandably, businesses want to be a part of that growth journey. For UK companies and higher education institutions this positive trend presents a welcome development, expanding the scope for UK-India collaboration, trade and investment.

October 2021 financial clinic

Monday Financial Advice Clinic every week 4pm - 6pm (IST) Ask questions about your business & financial plans with our partner, Rajat Sharma, a SEBI Registered Investment Adviser based in New Delhi, who is an expert on the Indian market. Rajat is the founder CEO of Sana Securities, a pan-Indian financial advisory and research firm. He is a well-known stock market analyst and is widely regarded for consistently identifying early stage investment opportunities. He is a regular commentator for print and television media including ET Now, Bloomberg Quint, The Economic Times, Wall Street Journal, DNA, Business World, Asian Review, Hindu Business Line and Zee Business.

August 2021 new adviser development UK-India business support

New appointment announcement, Harvinder Kaur based in the UK will be our UK India Business Support Chief, she brings a wealth of business experience, recently retiring from her role as CEO of bksb UK Limited, a company she took from scratch to become an award-winning global education technology company with offices in India. She also sourced and hired a local team and has a unique grasp of the nuances of doing business in India. This appointment strengthens our commitment to helping our UK clients achieve more.

April 2021 partner development

We are excited to announce a partnership with Seige Capital Holdings based in Cochin, South India, a distributor of mutual funds and insurance products. This partnership allows us to offer our expertise and services to their clients in South India. Great news for all involved, we look forward to a productive future..

March 2021 partner development

We are delighted to announce a collaborative partnership with Shriyans Wealth, an advisory firm based in Rajkot. With more than 750 clients with 100 Crore assets under management, our cross-border planning and business solutions will help their clients to do more.

February 2021 hiring talent services

Atwal Financial's Business Solutions roll-out will provide a cross-border bridge to India, enabling our clients to achieve more. In addtion, we have partnered with Impact Talent Partners Ltd (UK) to help our clients with hiring global telent.

December 2020 business solutions India

Atwal Financial's cross-border planning is please to announce a partnership with Kanadoo LLP for on-going business support in India.

November 2020 QROPS recognition

Atwal Financial recognised as the only advisory company in India that has the experience and knowledge to manage QROPS UK pensions via its regulated advisers.

March 2020 new adviser development

India is one of the fastest growing economies and has many opportunities available both on business and personal levels. So it is with great pleasure we announce that Anna Pinilla has joined us as a cross-border consultant based in Madrid who is an expert on intercultural relations & in the culture of Indian business, religion and tradition.

December 2019 new collaboration

We are pleased to announce our new collaboration with Rajat Sharma, the proprietor of Sana Securities and a SEBI Registered Investment Adviser. This partnership will allow Sana Securities to access our cross-border financial planning expertise and in return our clients will gain valuable insights on making investments in Inida. This unique partnership will bring further opportunities for all our clients in terms of generating positve returns, security and diversification.

July 2019 UK pension QROPS staff development

With a raft of new regulatory changes in cross-border financial planning we have appointed, Sapna Tiwari, as our SEBI Registered Investment Adviser and Investment Adviser for QROPS clients.

January 2019 new servicing area in Mumbai

Atwal Financial client base in Mumbai increases and is now noted as a key service area.

December 2018 product development

Monexo partners with Atwal Financial to bring their Reserve Bank of India approved peer to peer lending platform as an investment offering to provide a non-market correlated asset which provides monthly cashflows for our clients.

August 2018 adviser development