Your One Stop Financial
Planning Resource Center!

Catalyst Financial Planning is a privately held financial services consulting company serving in wealth creation and growth with core competencies in wealth management and asset management of high net-worth individuals, Non-resident Indians, Indian Corporate bodies, Financial Institutions, Charitable and Religious trusts.

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Headed by a Qualified and Experienced Certified Financial Planner

Financial Planning for our economic well-being never stops. We face different issues at different stages in our lives. Long term care issues don’t enter the minds of 20 or 30 year olds unless, of course, they find themselves in a sandwich generation. Also, who knows where our national programs such as Pension and Medicare are going. We bring clarity to issues you face in whatever stage you find yourself in. Do you want to discuss special needs? Trusts? Family office? Life Planning? We can offer guidance. Solid answers and actionable strategies that really help you succeed.


Our Core Values

We believe that it’s important that you know what we value so that you’ll understand what lies at the heart of everything we do to satisfy our mission for your growth. These are the values that are the bedrock of our business.

Goal-oriented Approach

An investor without a goal is like a traveler without a destination. We provide superior value for our customers through our Goal-oriented Approach.

Conflict Free Advice

We believe in transparency and our advice is 100% unbiased and conflict free without any hidden costs and fees.

Integrity, Ethics & Trust

Our actions demonstrate integrity, ethics and trust. We assist you in reaching your life’s goals and dreams through a structured Wealth Management process. Because Money Doesn’t Come With Instructions.

About the Founder

Know more about our founder in detail.

Atul Surana, B.E., Certified Financial Planner CM, (Membership. No.: 336) Practitioner and a registered investment advisor founded Catalyst Financial Planning – a financial advisory firm in the year 2005 to help clients reach their goals by providing objective financial guidance. Atul is a member of Financial Planning Standards Board of India.

Atul has earned his Bachelors Degree in Engineering from the Shivaji University in the year 1997. Later in the year 2006 he completed his CFP Program from FPSB, India. He is extremely driven and very passionate about his specialty – helping clients build wealth, protect assets and develop tax efficient succession plans.

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Through financial planning, we help you define your goals and help to get you from where you are today to where you want to be.



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