Financial Advisor in Rohtak

Get expert mutual fund advice that actually helps your money grow. We make reaching your financial goals simple, clear, and stress-free.

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Global Trading & Investment Co.

Rohtak’s Most Reliable Financial Planning Partner

Planning your financial future takes clarity and the right guidance. We bring Rohtak residents smart investment advice that fits real life. Whether you manage a business, work professional or run a shop in Rohtak, we help you build a plan that works for you.

Our approach is simple. We take the time to understand your income and your goals. We design strategies that balance growth and safety so your money works for you. From mutual funds to tax-efficient investments, every solution is built with purpose.

We are your trusted partners in Rohtak. Unlike advisors who disappear after the first meeting, we stay with you. We review your progress and guide you through market shifts. Connect with us today and start building a secure future in Rohtak.

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Our Services

Planning for a Prosperous Future

Mutual Funds

Investing shouldn’t be a guessing game. Whether you want high growth or steady returns, our financial advisors in Rohtak help you pick the right mutual funds, that fit your comfort level and financial goals.
Learn About Mutual Funds

Wealth Planning​

It’s not just about saving; it’s about growing. We help you look at the big picture, your family, your retirement, and your legacy. Our strategies ensure your money is organized and working efficiently for your future.
Grow Your Wealth
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Goal Planning

Dreaming of a new home or sending your child to a top college? We turn those dreams into targets. We help you create a clear, step by step roadmap to make sure you have the funds ready exactly when you need them.
Achieve Your Goals

Retirement Planning

Your second innings should be stress-free. We work with you to build a solid retirement corpus, ensuring you have enough savings to live independently and comfortably in your later years.
Plan Your Retirement

Tax Saving Solution

Why pay more tax than necessary? We guide you toward smart investments that legally reduce your tax bill while actually growing your wealth. Let our Rohtak team help you keep more of what you earn.
Explore Tax Savings

Our Products

Smart Tools for Better Decisions

You don’t need to be a math expert to plan your future. Use our simple calculators to see exactly how your money can grow.

 

SIP Calculator

Small savings add up to big dreams. See how your monthly investments can grow into a secure future for your family in Rohtak.

Step Up SIP Calculator

As your income grows, your savings should too. Check how increasing your SIP by a small amount each year can speed up your wealth building.

Lumpsum Calculator

Got a bonus or sold an asset? See how a one-time investment can multiply over time compared to leaving it idle.

SWP Calculator

Plan your own monthly salary. See how to withdraw a steady income from your investments while keeping your capital growing, perfect for retirement in Rohtak.

Frequently Asked Questions

How do I start a SIP in Rohtak
It’s simple. You don’t need to be an expert. We sit down with you, look at your budget, and pick the right fund together. We handle the paperwork, so you can start your investment journey without any stress.
Yes. We believe in “safety first.” For beginners in Rohtak, we often recommend low-risk funds that offer stability. We only introduce higher-growth options when you feel comfortable and ready.
Just the basics: your PAN card, Aadhaar card, and a bank account. Our team in Rohtak will help you complete the KYC process quickly so you can start investing right away.
Can you help me plan for my retirement?
Absolutely. We calculate exactly how much money you will need to live comfortably later. Then, we build a savings plan to ensure you have a steady monthly income even after you stop working.
We help you turn tax-saving into wealth-building. We recommend investments like ELSS mutual funds, which save you tax under Section 80C and actually grow your money over the long term.
Because an app doesn’t know your family or your goals. We understand the local economy in Rohtak. Plus, when markets go up and down, we are right here to answer your calls and guide you, something a computer can’t do.
Latest Insights and Updates
Stay Informed with Our Expert Blog

Explore our blog for valuable insights, financial tips, and the latest updates on mutual funds and investment strategies to help you make informed decisions and stay ahead.

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Get in Touch

We’re Here to Help
Have questions or want to talk about your goals? Our local Rohtak team is here to help. Get in touch for simple, personal advice.
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  • ALG-20 Pushpa Complex, Urban Estate II, Hisar, Haryana 125001
  • +91 90502 41578 | +91 87085 27447
  • Timing: 9AM - 6PM

Ready to Secure Your Financial Future?

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