
Ranjit Atwal
Financial Adviser

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Connect with Ranjit Atwal to Send Message
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Skills
Private wealth managementAlternative investmentsMutual fundsRetirement adviserTrade complianceInvestmentsInsuranceWealth managementCross-border transactionsProject portfolio managementBanking servicesInvestment bankingLife insuranceInternational tradeRetirement planningPrivate bankingFinancial advisoryStrategic financial planningPension fundsInternational taxEquitiesPortfolio managementHedge fundsAsset managementFixed incomeBusiness strategyFinancial servicesPrivate equityChange managementInvestment strategiesFinancial planningManagementFinanceBusiness developmentAbout 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 1997Financial Adviser
Pearl Assurance Company Limited
Jan 1997 - Jan 2000Regional Manager, Financial Adviser
Atwal Financial
Sept 2001 - nowDirectorRanjit 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
- View certificate

Mutual Fund Distributors Continuing Professional Education Program
Oct 2024 - View certificate

Pension Fund Retirement Development of India - Retirement Adviser Certification Examination
Jul 2023 - View certificate

International Trade Council Membership Certificate
International Trade CouncilJan 2023 - View certificate

Insurance Intermediary
Insurance Regulatory and Development Authority of IndiaJul 2016 - View certificate

Certified Financial Planner (CFP)
Aug 1997
Honors & Awards
- Awarded to Ranjit AtwalTrio MDRT Qualification HDFC Life India Dec 2024 Trio MDRT Club 2024
- Awarded to Ranjit AtwalMDRT Qualification 2023 Apr 2023 MDRT qualification program 2023
- Awarded to Ranjit AtwalTitanium Star Qualification HDFC Life India Nov 2024 Titanium Star Qualification
- Awarded to Ranjit AtwalMillion Dollar Round Table HDFC Life Nov 2025 2026 Million Dollar Round Table Qualification
- Awarded to Ranjit AtwalMDRT Qualification 2023 - Apr 2023 MDRT qualification program 2023
Languages
- enEnglish
- puPunjabi
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