About Us

Mr. Atul Surana is a Certified Financial Planner CM, & AMFI Registered Mutual Fund Advisor. Mr. Atul has nearly 15+ years of experience as financial advisor & member of Financial Planning Standards Board of India. Mr. Atul has expertise & broad experience to help clients reach their financial goals by providing the objective financial guidance. He is extremely driven and very passionate about his specialty – helping clients build wealth, protect assets and develop tax efficient succession plans.

Mr. Atul has been awarded with many distinguished awards like ‘India’s top 20 wisest Advisor’ & ‘Tarakki Champions’ to name a few.