Sachin Vengurlekar

Founder

Global Investment & Insurance

Global Investment & Insurance incorporated in the year 2015 with 1200 + satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you in achieving your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

Business Hours

Sunday: Closed
Monday: 09:30 AM - 06:30 PM
Tuesday: 09:30 AM - 06:30 PM
Wednesday: 09:30 AM - 06:30 PM
Thursday: 09:30 AM - 06:30 PM
Friday: 09:30 AM - 06:30 PM
Saturday: 09:30 AM - 06:30 PM

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Date

Hour

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Services

Financial Assessment

A comprehensive evaluation of your income, expenses, assets, and liabilities to understand your current financial health and plan effectively for future goals.

Retirement Assessment

Analyzes your savings, investments, and projected expenses to ensure you’re on track for a financially secure and stress-free retirement.

Child Future Assessment

Helps plan and allocate funds for your child’s education, marriage, and other major milestones, ensuring their dreams are supported financially.

Risk Assessment

Evaluates potential financial risks and recommends strategies to protect your wealth through proper insurance coverage and diversification.

NRI Investments

Tailored investment solutions for Non-Resident Indians, focusing on regulatory compliance, repatriation, and optimizing returns in Indian and global markets.

Product

Mutual Fund

A professionally managed investment vehicle that pools money from multiple investors to invest in diversified assets like stocks, bonds, or other securities.

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Equity

Investing in shares of companies to gain ownership and potentially earn returns through capital appreciation and dividends. Ideal for long-term wealth creation.

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Exchange-Traded Funds (ETFs)

Marketable securities that track an index, commodity, or basket of assets. Traded like stocks, ETFs offer low-cost, diversified exposure to various markets.

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Insurance (Life & General)

Life insurance offers financial protection to your family in case of unforeseen events, while general insurance covers assets like health, vehicles, and property.

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Portfolio Management Service (PMS)

A tailored investment management service for high-net-worth individuals, offering customized portfolios managed by professional fund managers.

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Bonds

Fixed-income instruments where you lend money to an entity (corporate or government) in return for periodic interest and principal repayment at maturity.

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Fixed Deposits

A low-risk investment option where a lump sum is deposited for a fixed tenure at a predetermined interest rate, offering guaranteed returns.

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Loan Against Mutual Funds

A facility allowing investors to borrow funds by pledging their mutual fund units, providing liquidity without redeeming investments.

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Will Writing

A legal document that outlines how your assets should be distributed after your lifetime, ensuring your wishes are honored and reducing disputes among heirs.

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