Are you an expat or NRI living in Goa looking for cross-border financial planning between the UK and India? You’re not alone. Many British expats and Indian returnees in Goa face complex challenges when trying to align their finances across two countries — from UK pensions and tax obligations to INR mutual fund investments and estate planning in India. That’s where we come in.
At Atwal Financial, we offer comprehensive UK-India cross-border financial planning services specifically designed for Goa residents, expats, and NRIs. Whether you’re planning retirement, investing in mutual funds in INR, or just need help coordinating your UK and Indian financial assets — we’re here to help.
✅ Face-to-Face Financial Planning in Goa
Unlike many remote-only services, we believe in the value of personal relationships. That’s why we offer face-to-face meetings across Goa, including in areas like Panaji, Anjuna, Assagao, Candolim, and South Goa. You can meet in person with Ranjit Atwal, a seasoned UK-qualified financial adviser based in Goa, who understands the unique financial needs of expats and NRIs.
If you’ve searched “adviser near me in Goa” or “get help with UK pension in Goa,” you’ve come to the right place.
🌍 Specialist in UK-India Cross-Border Advice
Whether you’re transferring a UK pension, managing your UK rental income, or planning for retirement in Goa, our advice is tailored to both UK and Indian regulations. We help you navigate cross-border tax implications, avoid double taxation, and ensure your assets are structured correctly in both jurisdictions.
Our UK-India planning services include:
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UK Pension advice and consolidation
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Cross-border tax planning
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Estate and inheritance planning
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Cashflow and retirement analysis
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Setting up investments in INR mutual funds for Goa residents
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Planning for education, property, and long-term care
💼 Full Indian Financial Services for Goa Residents
We’re not just UK-focused. We also provide full Indian financial planning services, including access to top-rated mutual funds in INR, investment planning, and portfolio management tailored for expats living in Goa. Whether you earn in GBP or INR, we help you make smart, tax-efficient decisions locally and globally.
🌟 What Sets Us Apart – Our USP
At Atwal Financial, our unique selling point is service — plain and simple. We provide the highest levels of client servicing in Goa, with:
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In-person meetings (not just phone or Zoom calls)
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A 24-hour response guarantee for missed calls and emails
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Clear, jargon-free communication
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Ongoing support throughout the year — not just at review time
We understand the challenges of navigating finance in India and the UK — and we make it seamless for you.