Financial Advisor in Bhiwani

Get a mutual fund strategy that actually works for you. We simplify investing to help you reach your financial goals faster.
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Global Trading & Investment Co.

Bhiwani’s Trusted Financial Planning Partner

Finding a reliable advisor shouldn’t be stressful. We help individuals and families across Bhiwani, from Sector 13 and Loharu Road to Housing Board Colony, invest wisely in mutual funds, plan for retirement, and save tax efficiently.

Our approach is simple: no complicated jargon and no pushing products you don’t need. We build a plan based on your real life and income. Whether you want to start a ₹500 SIP or invest a lump sum during a good business month, we align the strategy with your actual cash flow.

Most importantly, we don’t disappear after you invest. We are always available to guide you through market dips or life changes. That’s why families across Bhiwani stick with us year after year. You get honest guidance and an advisor who actually picks up the phone.

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Our Services

Planning for a Prosperous Future

Mutual Funds

We help you pick the right funds without the confusion. As your local advisors in Bhiwani, we focus on investments that actually fit your life, whether that’s a monthly SIP or a one time lump sum.
Learn About Mutual Funds

Wealth Planning​

It’s not just about making money; it’s about managing it well. We help you structure your assets to ensure they grow steadily and provide long-term security for your family.
Grow Your Wealth
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Goal Planning

Buying a home? Planning for your child’s education? We turn those big dreams into a practical financial roadmap. We give you a step-by-step plan to reach your milestones without the stress.
Achieve Your Goals

Retirement Planning

Stop worrying about the future and start planning for it. We help you calculate exactly how much you need to retire comfortably, so you can enjoy your life after you stop working.
Plan Your Retirement

Tax Saving Solution

Don’t let taxes eat up your hard-earned money. We guide you toward smart options, like ELSS funds, that reduce your tax burden while keeping your wealth growing.
Explore Tax Savings

Our Products

Smart Tools for Better Decisions

Money management shouldn’t be a guessing game. Use these simple calculators to see exactly how it help you plan your future with confidence.

SIP Calculator

Curious about what your monthly savings can become? See the potential growth of your SIPs over time and set realistic targets for your goals.

Step Up SIP Calculator

What if you increase your investment a little every year? See how small annual top ups can significantly speed up your wealth.

Lumpsum Calculator

Have a one-time amount to invest? This tool shows how much your lumpsum investment could grow over time.

SWP Calculator

This tool helps you plan a regular monthly income from your investments, ideal for retirement planning and steady cash flow for families in Bhiwani.

Frequently Asked Questions

My parents always preferred FDs. Why should I switch to mutual funds?
Fixed Deposits are safe, but they often struggle to beat inflation today. As financial advisor in Bhiwani, we look at the real value of your money. If everyday costs are rising faster than your FD interest, you are technically losing purchasing power. We help you move to conservative mutual fund categories that aim to give you better returns than FDs without taking unnecessary risks.
Yes, this is very common. Many people buy funds based on “hot tips” or app rankings and end up with a cluttered mess. We can review your existing investments, weed out the underperforming ones, and restructure everything into a cohesive plan that actually matches your goals.
No, you don’t have to struggle with technology if you don’t want to. While we offer digital tools for convenience, we believe in full service. We handle the paperwork, the KYC, and the transactions for you. You get the benefits of modern investing with the comfort of old-school, personal service.
Which is the single "best" mutual fund to invest in right now?
If an advisor gives you one name without asking about your life, run away. There is no single “best” fund, only the right fund for you. A fund that is perfect for a shopkeeper with surplus cash might be terrible for a retiree needing monthly income. We select funds based on your timeline, not just past performance charts.
Education costs are rising steeply every year. Relying on savings accounts won’t be enough. We calculate exactly how much you will need 10 or 15 years from now (factoring in inflation) and set up a dedicated SIP today. This ensures that when the college admission letter comes, the funds are ready without you taking a loan.
This is a crucial question. As a professional financial advisor in Bhiwani, we guide your decisions, but we never touch your money. Your investments go directly from your bank account to the Mutual Fund companies (AMCs) via official banking channels. You have complete ownership and control; we simply act as the navigator.
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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We’re Here to Help
Have questions or want to discuss your financial goals? Our local Bhiwani team is ready to assist you. Reach out for simple, personalised guidance.
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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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