Ask questions about your financial plans with our partner, Rajat Sharma, a SEBI Registered Investment Adviser based in New Delhi, who is an expert on the Indian market..
New appointment announcement, Harvinder Kaur based in the UK will be our UK India Business Support Chief, she brings a wealth of business experience, recently retiring from her role as CEO of bksb UK Limited, a company she took from scratch to become an award-winning global education technology company with offices in India. She also sourced and hired a local team and has a unique grasp of the nuances of doing business in India. This appointment strengthens our commitment to helping our UK clients achieve more.
We are excited to announce a partnership with Seige Capital Holdings based in Cochin, South India, a distributor of mutual funds and insurance products. This partnership allows us to offer our expertise and services to their clients in South India. Great news for all involved, we look forward to a productive future..
We are delighted to announce a collaborative partnership with Shriyans Wealth, an advisory firm based in Rajkot. With more than 750 clients with 100 Crore assets under management, our cross-border planning and business solutions will help their clients to do more.
Atwal Financial's Business Solutions roll-out will provide a cross-border bridge enabling our clients to achieve more. In addtion, we have partnered with Impact Talent Partners Ltd (UK) to help our clients with hiring global telent.
Atwal Financial's cross-border planning is please to announce a partnership with Kanadoo LLP for on-going business support in India.
Atwal Financial recognised as the only advisory company in India that has the experience and knowledge to manage QROPS UK pensions via its regulated advisers.
India is one of the fastest growing economies and has many opportunities available both on business and personal levels. So it is with great pleasure we announce that Anna Pinilla has joined us as a Cross-border Consultant based in Madrid who is an expert on intercultural relations & in the culture of Indian business, religion and tradition.
We are pleased to announce our new collaboration with Rajat Sharma, the proprietor of Sana Securities and a SEBI Registered Investment Adviser. This partnership will allow Sana Securities to access our cross-border financial planning expertise and in return our clients will gain valuable insights on making investments in Inida. This unique partnership will bring further opportunities for all our clients in terms of generating positve returns, security and diversification.
With a raft of new regulatory changes in cross-border financial planning we have appointed, Sapna Tiwari, as our SEBI Registered Investment Adviser.
Atwal Financial opens an office in Mumbai in Lower Parel Mumbai
Monexo partners with Atwal Financial to bring their Reserve Bank of India approved peer to peer lending platform as an investment offering to provide a non-market correlated asset which provides monthly cashflows for our clients
The India Desk adds further Indian Mutual Fund Investments for residents of India as well as ex-pat residents and for international Non-Resident Indians.
New Pension regulations to take effect later in the year which will further restrict inappropriate assets within QROPS investment portfolios.
Further alliances with UK & Luxembourg based Multi-Asset Managers in order to increase our investment fund offerings.
November 2017 | Top 10 most promising Financial Consultants India
Siliconindia Consultants magazine is glad to inform us that they are coming up
with thier Annual Edition on "Financial Consultants". As part of this feature, thier editorial team will honour "Top 10
most promising Financial Consultants". Thier Jury board, including editorial team, CXOs and VCs from esteemed companies
have reviewed more than 500+ consultants who provide Financial Consulting and that we have been informed that "Atwal Financial"
has been shortlisted among the Top 10 most promising Financial Consultants and will be featured in thier upcoming issue.
September 2017 | Product development
Partnership with Capital Platforms | bespoke trading account in Luxembourg
November 2016 | Product development
Partnership with Jools Capital | fixed income Scandinavian Bonds
March 2016 | Staff appointment
Financial Strategist appointed | portoflio & asset allocations management