The India Desk, it's a local thing

A more rewarding relationship

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

The India Desk provides Indian rupee financial planning and wealth management.

We have successfully delivered our services to clients worldwide since 2008.

Services designed to fit your needs.


Why are we different?

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

As a result our approach is comprehensive and tailored.

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 our recommendations require any chargeable work, we will inform you before you/we decide to proceed 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

ranjit@atwalfinancial.com

Atwal Financial

Rajat Sharma

- Collaborative Partner

New Delhi

Proprietor Sana Securities, SEBI Registered Investment Adviser

+91 837-392-8038

contact@theindiadesk.in

Atwal Financial

Rajiv Inamdar

- Financial Strategist

London

Degree & Masters in Computer Science 1990, 92

+44(0)20-7307-5944

contact@atwalfinancial.com

Atwal Financial

Nitin Mathur

- Insurance Adviser

New Delhi

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

+91 837-392-8038

contact@theindiadesk.in

Atwal Financial

Sapna Tiwari

- Portfolio Manager & Compliance

New Delhi

Certified Financial Planner & SEBI Registered Investment Adviser

+91 837-392-8038

contact@atwalfinancial.com

Atwal Financial

Shivang Sharma

- Funds Adviser

India

Master of Business Administration & Applied Finance, Sydney University

+91 837-392-8038

contact@theindiadesk.in

Atwal Financial

Prakash Singh

- Chartered Accountant

India

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

+91 837-392-8038

contact@atwalfinancial.com

Atwal Financial

Deepu Anto

- Mutual Funds & Insurance

Cochin, South India

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

+91 837-392-8038

contact@theindiadesk.in

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

The India Desk • New Delhi • Mumbai +91 837-392-8038

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

contact@atwalfinancial.com