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.
Our team of experienced financial advisors combines expertise with personalized strategies to help clients navigate the complexities of financial decision-making. At Catalyst Financial Planning, we are committed to providing clarity, confidence, and a secure financial future for our clients.
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.
About the Founder
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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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.
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Conflict Free Advice
We believe in transparency and our advice is 100% unbiased and conflict free without any hidden costs and fees.
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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.
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