Ranjit Atwal

About Ranjit Atwal

Seasoned Financial Adviser specialising in UK–India cross-border planning. Advising…

Experience

1. Director

   Atwal Financial

   Sep 2001 — Present · New Delhi, IN

   Ranjit specializes in UK-India Cross-Border Financial Planning.With a career spanning over three decades in the UK financial and banking industry, he has held senior roles at Commercial Union, Royal Liver, and Australian Mutual Provident since 1991. His international expertise includes 12 years in Tokyo and Singapore before establishing his base in New Delhi in 2013.Ranjit\'s credentials include a Chartered Institute of Bankers award (May 1995) and a Financial Planning Certificate from the Chartered Insurance Institute (August 1997), underscoring his deep industry experience.He is authorized by the Insurance Regulatory and Development Authority of India (IRDA), the Pension Fund Regulatory and Development Authority (PFRDA), and the Association of Mutual Funds in India (AMFI).Their MyBridge India services is a trusted partner for international clients, offering reliable support, clear communication, and on-the-ground expertise for those navigating business and personal needs in India.

Skills

• Investment Strategies
• Alternative Investments
• Private Equity
• Financial Services
• Financial Planning
• Strategic Financial Planning
• Portfolio Management
• Investments
• Finance
• Business Development
• Wealth Management
• Asset Management
• Equities
• Business Strategy
• Investment Banking
• Fixed Income
• Hedge Funds
• Change Management
• Management