Your Protection • What you need to know

Your Money

Atwal Financial and its partners provide financial planning, wealth management & business solutions India. We advise on plans, products & services in line with our client's objectives.

At no stage does Atwal Financial receive or handle directly any client money earmarked for investment.

We are not permitted or regulated to handle client money directly which helps to protect you. We act within the rules of the local regulator at all times, wherever that may be.

Your Security

Atwal Financial gives priority to its partners, product & service providers located in highly-regulated jurisdictions that offer tax efficiency, political & financial stability and investor protection.

Our recommendations will determine the investor protection available that varies depending on location.

We carry out extensive due diligence and rely on the integrity of the information given to us by our partners, product & service providers.

We are committed to treating customers, employees & partners fairly at all times.

Your Data

We collect sensitive information from our clients so we can provide suitable recommendations. We are committed to ensuring the protection of all personal information. We will only share your information if you specifically ask us to do so.

Initial discussions and reports are free of charge so contact us