October 2021

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 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

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

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

Atwal Financial's Business Solutions roll-out will provide a cross-border bridge 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

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

November 2020

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

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

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

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

January 2019

Atwal Financial opens an office in Mumbai in Lower Parel Mumbai

December 2018

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