Ranjit Atwal

UK-India Financial Planning & Advice Specialist

ranjit@atwalfinancial.com +91 837-392-8038

New Delhi, India

Chartered Institute of Bankers | Financial Planning Certificate, Chartered Insurance Institute | Registered with IRDAI, AMFI & PFRDA in India

Supporting UK Families & Businesses in India

Ranjit, a UK native and founding director of Atwal Financial, has been based in New Delhi since 2013. He specialises in helping UK entrepreneurs, businesses, and families navigate financial and personal matters in India.

Our UK-India Services Include:

Pension transfers to India (QROPS and retirement planning)
UK-India tax advisory and compliance
Inheritance, estates and succession planning
Business investment and company setup in India
Wealth management and financial planning
Cross-border financial planning for NRIs and British Indians

With over 30 years in UK financial services — including senior roles at Commercial Union, Royal Liver and Australian Mutual Provident — Ranjit brings rare dual-country expertise to cross-border planning. UK-trained and India-based since 2013, he is regulated in India under IRDAI, AMFI and PFRDA, and holds qualifications from the Chartered Institute of Bankers and the Chartered Insurance Institute.

Our commitment: all calls returned and emails answered within 24 hours.

Professional Credentials & Verification

Where an official verification facility exists, we link directly to the issuing organisation so credentials can be checked independently. Certificate documents are added as they are verified. Connect with Ranjit on LinkedIn