Need a Trusted Financial Advisor in Sirsa?

Hello Sirsa. We know that managing your money can be stressful. You work hard for it, and you want to make sure your family is financially secure.
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Global Trading & Investment Co.

Partner with Global Trading & Investment Co. in Sirsa

Your financial future is too important to leave to chance, and at Global Trading & Investment Co., we understand that better than anyone. Our expert team here in Sirsa is dedicated to helping you achieve long-term prosperity through honest, personalized financial planning. Whether you are looking for high growth, stability for your family, or a secure retirement, we design solutions that fit your specific life goals.

As a trusted financial advisor in Sirsa and wealth management firm, our focus is on building smart, diversified portfolios for you. We aim to maximize your returns while keeping your money safe from unnecessary risks. Our experienced financial planners work side-by-side with you to create a roadmap built for real success.

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Our Services

Planning for a Prosperous Future

Mutual Funds

As your local mutual fund distributor in Sirsa, we’ll help you pick the right funds. We’re not about confusing jargon, we’re about finding investments that make sense for you, whether it’s a small SIP or a lumpsum amount.

Wealth Planning​

Growing your money is one thing. Protecting it is another. Our wealth planning services in Sirsa are designed to help you manage and grow your assets smartly for the long term.
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Goal Planning

Need a goal planning financial advisor? Whether it’s for your child’s education, buying a house, or any other big dream, we’ll help you create a practical, step-by-step investment plan to get you there.

Retirement Planning

Worried about your future? Our retirement planning solutions in Sirsa are all about creating a solid plan. We help you figure out how much you need, so you can live comfortably after you stop working.

Tax Saving Solution

Don’t let taxes eat up your hard-earned income. We provide tax-saving investment solutions that reduce your tax burden today while building long-term wealth for your future.

Our Products

Innovative Tools for Smart Investing
We offer these free, easy-to-use calculators for our Sirsa clients. They help you see exactly how your money can grow, so you can make decisions with confidence.

SIP Calculator

Curious how much your monthly savings can become? Use this tool to see the real power of small, regular investments over time

Step Up SIP Calculator

As your income grows, your savings should too. See how increasing your SIP by just a small amount each year.

Lumpsum Calculator

Received a bonus or sold some property in Sirsa? Check how a one-time investment today can multiply over the next 5, 10, or 20 years.

SWP Calculator

Need a steady monthly income for retirement? This tool helps you plan how to withdraw cash regularly while keeping your main investment growing.

Frequently Asked Questions

Why should I choose a local Sirsa advisor instead of an online app?
Apps are great for checking prices, but they can’t plan your life. We are right here in Sirsa. We sit with you, understand your family situation, and answer your calls when you are worried about the market. You get a human partner, not a chatbot.
Yes, absolutely. You don’t need to be wealthy to start; you invest to become wealthy. We can help you start a SIP with as little as ₹500 a month. It’s not about how much you have today, but starting the habit.
We never touch your money. Your investments go directly from your bank account to government-regulated fund houses (like SBI, HDFC, ICICI, etc.). We simply guide you on where to put it for the best growth.
Do you charge a fee for the first meeting?
No. Your consultation with us in Sirsa is completely free. We believe we should earn your trust first. Let’s meet, drink some tea, and discuss your goals with zero pressure.
Yes. Many new clients come to us with a mix of bad policies or old funds they forgot about. We will review your entire portfolio for free and tell you honestly what to keep and what to sell.
It is never too late. If you are retiring soon, our strategy changes. We focus on protecting what you have and setting up a SWP (Systematic Withdrawal Plan) so you get a steady monthly salary from your investments even after you stop working.
Latest Insights and Updates
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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

Got questions or want to plan your future? Our team here in Sirsa is ready to guide you. Contact us today for clear, honest advice.

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