September 2023

“It is a pleasure to be working with Ranjit and Atwal Financial. We have collaborated on issues such as domicile and wills, trusts and powers of attorney for clients who have interests in the UK. I trust that clients get peace of mind knowing that they are being looked after by a team of professionals.”

Sally Herdman
The Inheritance Guru,Protect Your Wealth For Future Generations, May 2023

“We are delighted to partner with Atwal Financial to offer our full range of award-winning model portfolios to their clients. At a pivotal time in the economic cycle, with many headwinds weighing on financial markets, we believe our global and diversified approach will continue to protect clients and allow them to benefit from the opportunities ahead.”

Phil Hadley
CEO, TAM Asset Management International Limited, August 2022

“Dominion Funds based in Guernsey are pleased to announce that Ranjit has been accepted as an approved intermediary. This agreement will allow his clients to access Dominion’s award winning range of investment funds.”

Nick James
Dominion Funds
April 2021

“Atwal Financial's Business Solutions roll-out and their partnership with Impact Talent Partners Ltd (UK) will allow us to help thier clients with hiring global telent. We look forward to working with them and their clients.”

Mr Andrew Sills, Director
Impact Talent Partners, UK & Bangalore India
February 2021

“Investment Design and Distribution (IDAD) are delighted to be supporting Atwal financial with client investment opportunities for growth and income. We have partnered for more than 10 years and I am delighted to be their dedicated relationship manager. Ranjit and his team really care about the client needs and display such due diligence and integrity with all my dealings with them. It is an honour to be working alongside them.”

Debbie Reynolds
International Manager, IDAD (FCA Regulated)
Hampshire, UK
June 2020

“As a Chartered Accountant, I have worked on various projects with Atwal Financial The India Desk pertaining to international clients who have invested in India as well as incorporating companies. I am delighted to have partnered with them to provide their clients with a wide range of company, accountancy and compliance services here in India.”

Prakashdeep Singh
Chartered Accountant, New Delhi
October 2019

“Monexo provides peer to peer lending as an investment offering and is a Reserve Bank of India regulated Peer to Peer lending marketplace connecting investors with salaried borrowers. At Monexo, we enable investors to participate as lenders on our platform and invest in screened, risk assessed personal loans of salaried borrowers for high yields and stable monthly income. We have partnered with Atwal Financial to bring this asset class here in India and look forward to providing their clients with stable monthly cash-flows.”

Kevin Samuel
Partnerships - Monexo Fintech
December 2018

“FMG has been a pioneer and specialist in emerging and frontier market investments since 1989, using both a multi and single-managed approach to diversify investment risk. We are delighted to be working with Atwal Financial, as we see the professionalism and experience they provide for their clients. Diversifying Atwal Financials client portfolios through the FMG Fund range, we can see that Atwal are meticulous and demanding when it comes to providing only the best possible investment solutions for their clients.”

Erik Nelson
FMG Group
December 2017

Top ten most promising Financial Consultants India

Greetings from Silicon India Consultants Magazine! I am Malay from Silicon India Consultants Magazine and I am glad to inform you that we are coming up with our Annual Edition on "Financial Consultants".

As part of this feature our editorial team will honour "Top 10 Most Promising Financial Consultants".

Our Jury board including editorial team, CXOs and VCs from esteemed companies has reviewed more than 500+ consultants who provide Financial Consulting and we are glad to inform you that "Atwal Financial" has been shortlisted among Top 10 Most Promising Financial Consultants who will be featured in our upcoming issue.

Malay Si,
Silicon India Consultants Magazine
Nov 2017

"The MitonOptimal Group boasts a wealth of experience in multi-asset investing, focused on producing real returns with low volatility, over the course of a full economic cycle. From our offices in Guernsey, South Africa, the UK, Isle of Man & Singapore, we work closely with valued partners such as Atwal Financial to help ensure clients’ achieve their financial goals."

Philip Penrose,
MitonOptimal Group
October 2017

"GSA Coral is a flagship open ended, globally diversified student accommodation real estate fund managed by GSA Group who are a global leader in investment, development and operation of purpose built student accommodation (PBSA).

GSA Coral is an AIFMD Luxembourg domiciled and regulated monthly traded fund, with a consistent track record of positive annual returns since inception in 2009.The investor base are “Well Informed” parties who invest through our long term relationship distribution partner such as Atwal Financial, who have introduced investments over the last 5 years, as well as through Family offices, Private Banks and High Net Worth Individuals."

Paul Discalicau,
Business Development Manager, GSA Coral
September 2017

"Jool Capital together with Custodian Life provides Investment products, focusing mainly on corporate bonds and fixed income investments, and unit-link solutions for private clients worldwide.

Atwal Financial as an existing recommended partner of ours, is well placed to utilise our unique tools to help with their clients financial planning needs. Through their main key areas of London, New Delhi, Mumbai & Tokyo, they are well positioned to help us expand our reach and we look forward to many more years of continued growth."

Robin Thuresson, CFA
South East Business Development Manager, Jool Capital & Custodian Life
March 2016