Ranjit Atwal • Setting new client servicing standards

Delivering More

Ranjit is from the UK and the founding Director of Atwal Financial who has made New Delhi his home since 2013, previously living in Tokyo and Singapore.

He places great importance on client servicing leading him to create a select group of advisers and partners.

He regularly coordinates with his team to deliver services at the highest standards.

Clients with previous advisers had expressed concerns about poor response times to emails and phone calls on top of mismanaged goals. A lack of communication was the main reason why those clients then chose to work with us.

Our service standards include returning all missed calls and replying to emails within 24 hours.

Services designed to fit your needs.

Ranjit's Background

Ranjit has held senior positions within the UK financial and banking industry since 1991 which include postings at Commercial Union, Royal Liver & Australian Mutual Provident.

The award from the Chartered Institute of Bankers in May 1995 and his Financial Planning Certificate from the Chartered Insurance Institute in August 1997 demonstrates his years of experience.

He is also registered and authorised by the Insurance Regulatory Development Authority of India (IRDA), the Pension Fund Regulatory and Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).

He continues to develop his understanding of the ever-changing landscape with regular updates via his Financial Planning Paper as well as continuous professional development (CPD) with Financial Times Adviser.