The India Desk, it's a local thing

A more rewarding relationship

We serve the financial planning needs of both individuals & businesses by working independently for you rather than representing anyone else.

The India Desk provides Indian rupee financial planning.

Since 2008 we have successfully delivered our services to clients worldwide.

Services tailored to your needs.

Why are we different?

Being fee-based means we offer the widest range of plans, products & services, ensuring we deliver the best available solution. Should we receive payment for any transaction we arrange, we will offset this against any chargeable fees.

As a result, our comprehensive approach allows us to prioritise our client's interests.

Understanding and meeting the needs of our clients is of the utmost importance and drives the work we do.

Your objectives

We will advise and offer solutions after we have assessed your needs and understood your objectives.

If the recommendations we make requires any chargeable work, we will inform you of this first before you/we decide to proceed any further.

Principal advisers

Atwal Financial

Ranjit Atwal

- Director

New Delhi

Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997

+91 837-392-8038

Atwal Financial

Rajat Sharma

- Collaborative Partner

New Delhi

Proprietor Sana Securities, SEBI Registered Investment Adviser


Atwal Financial

Rajiv Inamdar

- Financial Strategist


Degree & Masters in Computer Science 1990, 92


Atwal Financial

Nitin Mathur

- Insurance Adviser

New Delhi

Bachelor of commerce from Delhi University, Licentiate & Associate of Insurance from Insurance Institute of India


Atwal Financial

Sapna Tiwari

- Portfolio Manager & Compliance

New Delhi

Certified Financial Planner & SEBI Registered Investment Adviser

+91 968-639-9407

Atwal Financial

Shivang Sharma

- Funds Adviser


Master of Business Administration & Applied Finance, Sydney University


Atwal Financial

Prakash Singh

- Chartered Accountant


Chartered Accountant, International taxation & business advisory, Bachelors in Accounting & Finance

+91 843-924-2028

Atwal Financial

Deepu Anto

- Mutual Funds & Insurance

Cochin, South India

AMFI registered Mutual Fund Distributor, winner of Upper Crest awards, Mangalore University


Atwal Financial is authorised and regulated by the Association of Mutual Funds India (AMFI). Our Advisers are registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA) & the Pension Fund Regulatory Development of India (PFRDA) & the Association of Mutual Funds India (AMFI) & The Securities and Exchange Board of India (SEBI)

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The India Desk • New Delhi • Mumbai • Goa • Bangalore • Kolkata 011-41-551805

"The future depends on what you do today." Mahatma Gandhi.