Ranjit Atwal

Ranjit Atwal

Financial Adviser

Followers of Ranjit Atwal13127 followers
location of Ranjit AtwalSouth Delhi, Delhi, India

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  • Timeline

  • Skills

    Private wealth management
    Alternative investments
    Mutual funds
    Retirement adviser
    Trade compliance
    Investments
    Insurance
    Wealth management
    Cross-border transactions
    Project portfolio management
    Banking services
    Investment banking
    Life insurance
    International trade
    Retirement planning
    Private banking
    Financial advisory
    Strategic financial planning
    Pension funds
    International tax
    Equities
    Portfolio management
    Hedge funds
    Asset management
    Fixed income
    Business strategy
    Financial services
    Private equity
    Change management
    Investment strategies
    Financial planning
    Management
    Finance
    Business development
  • About me

    Seasoned Financial Adviser specialising in UK–India cross-border planning. Advising international clients since 2001, with experience living and working in London, Tokyo, Singapore, and New Delhi.

  • Education

    • Queen Elizabeth School for Boys

      -
  • Experience

    • Royal London

      Jan 1994 - Jan 1997
      Financial Adviser
    • Pearl Assurance Company Limited

      Jan 1997 - Jan 2000
      Regional Manager, Financial Adviser
    • Atwal Financial

      Sept 2001 - now
      Director

      Ranjit provides cross-border financial planning specialising in UK-India cross-border advice.He has held senior positions within the UK financial & banking industry since 1991, with postings at Commercial Union, Royal Liver & Australian Mutual Provident. Posted internationally since 2001 with a 12-year engagement in Tokyo & Singapore, Ranjit has been in New Delhi since 2013. The award from the Chartered Institute of Bankers in May 1995 & his Financial Planning Certificate from the Chartered Insurance Institute in August 1997, demonstrates his years of experience. He continues to develop his understanding of the ever-changing landscape with regular updates via his online Financial Planning Paper. He continues his professional development (CPD) with Financial Times Adviser. Ranjit is authorised by the Insurance Regulatory Development Authority of India (IRDA) & the Pension Fund Regulatory Development Authority of India (PFRDA) & the Association of Mutual Funds India (AMFI).Atwal Financial's business solutions provide a cross-border bridge to India, helping clients to connect with students, customers, partners & talent. Their UK leadership team places a greater emphasis on client service when compared to other service providers in India. As a result, they have become a preferred business support partner in India.+91 837 392 8038 • ranjit@atwalfinancial.com Show less

  • Licenses & Certifications

    • Mutual Fund Distributors Continuing Professional Education Program

      Oct 2024
      View certificate certificate
    • Pension Fund Retirement Development of India - Retirement Adviser Certification Examination

      Jul 2023
      View certificate certificate
    • International Trade Council Membership Certificate

      International Trade Council
      Jan 2023
      View certificate certificate
    • Insurance Intermediary

      Insurance Regulatory and Development Authority of India
      Jul 2016
      View certificate certificate
    • Certified Financial Planner (CFP)

      Aug 1997
      View certificate certificate
  • Honors & Awards

    • Awarded to Ranjit Atwal
      Trio MDRT Qualification HDFC Life India Dec 2024 Trio MDRT Club 2024
    • Awarded to Ranjit Atwal
      MDRT Qualification 2023 Apr 2023 MDRT qualification program 2023
    • Awarded to Ranjit Atwal
      Titanium Star Qualification HDFC Life India Nov 2024 Titanium Star Qualification
    • Awarded to Ranjit Atwal
      Million Dollar Round Table HDFC Life Nov 2025 2026 Million Dollar Round Table Qualification
    • Awarded to Ranjit Atwal
      MDRT Qualification 2023 - Apr 2023 MDRT qualification program 2023