Your Financial Partner
Empowering You to Make Informed Financial Choices
We guide you in selecting the best financial products to grow your wealth confidently.
Mutual Fund
A mutual fund is a professionally managed investment vehicle that pools money from multiple investors to create a diversified portfolio of stocks, bonds, and other securities. It offers simplicity, transparency, and expert management — making it ideal for both new and seasoned investors..
Key Benefits: Diversification: Reduces risk by spreading investments across various assets. Professional Management: Experienced fund managers handle research and decision‑making. Accessibility: Enables participation in large markets with small investments. Wealth Creation: Systematic investing helps build long‑term financial growth. At Globalview Wealth, we design mutual fund portfolios aligned with your risk profile, goals, and time horizon, helping you invest confidently and grow your wealth steadily.
Specialised Investment Funds (SIFs)
Specialised Investment Funds (SIFs) are advanced, SEBI‑regulated investment avenues designed for investors seeking strategies beyond traditional mutual funds. They pool money from multiple investors and channel it into innovative instruments such as derivatives, structured debt, private credit, or thematic equity — all managed by professional Asset Management Companies (AMCs).
Key Highlights: Premium Entry Point: Minimum investment of ₹10 lakh for serious, growth‑oriented investors. Diversified Strategies: Access to multiple asset classes and flexible portfolio structures. Professional Oversight: Managed by SEBI‑regulated AMCs ensuring transparency and compliance. Wealth Creation: Designed for long‑term growth through sophisticated investment approaches. At Globalview Wealth, every SIF recommendation is aligned with your risk profile, goals, and investment horizon, helping you invest confidently in advanced strategies for sustainable wealth creation.
Health Insurance
Health insurance is your financial safety net against rising medical costs. It ensures that you and your family receive quality healthcare without worrying about the burden of hospital bills. With the right plan, you can cover expenses for hospitalization, surgeries, medicines, and even preventive care.
Key Benefits: Comprehensive Coverage: Protects against major illnesses and emergencies. Family Security: Safeguards your loved ones with tailored family plans. Cashless Treatment: Access to a wide network of hospitals without upfront payments. Tax Savings: Premiums qualify for deductions under Section 80D of the Income Tax Act. At Globalview Wealth, we help you choose health insurance plans that balance affordability, coverage, and peace of mind, so you can focus on living well while staying financially secure.
Corporate Fixed Depsoits
Corporate Fixed Deposits are investment instruments offered by companies to raise funds from investors. Similar to bank FDs, they provide fixed interest returns over a chosen tenure, but often at higher rates depending on the company’s credit rating and financial strength.
Key Benefits: Attractive Returns: Higher interest compared to traditional bank deposits. Regular Income: Monthly, quarterly, or annual interest payouts. Diversification: Adds stability to your portfolio alongside market‑linked investments. Wealth Creation: Compounding and reinvestment options enhance long‑term growth. At Globalview Wealth, we recommend corporate FDs from trusted, AAA‑rated issuers, ensuring both safety and profitability for your investments.
National Pension System (NPS)
National National Pension System (NPS) is a government‑backed retirement savings scheme regulated by the PFRDA (Pension Fund Regulatory and Development Authority). It allows individuals to build a long‑term retirement corpus through systematic contributions.
Eligibility: Open to Indian citizens aged 18–70 years. Account Types: Tier I – Mandatory retirement account with tax benefits. Tier II – Optional savings account with flexible withdrawals. Tax Benefits: Deductions up to ₹1.5 lakh under Section 80C and an additional ₹50,000 under Section 80CCD(1B). Investment Options: Equity, corporate bonds, government securities, and alternative assets, managed by professional fund managers. Withdrawal: At retirement (age 60), up to 60% corpus can be withdrawn lump sum; the remaining 40% must be used to buy an annuity for monthly pension. NPS offers a blend of market‑linked growth and secure pension income, making it a smart choice for long‑term financial planning.
Taxation
Income Tax is a direct tax levied by the Government of India on the income earned by individuals, Hindu Undivided Families (HUFs), firms, companies, and other entities. It is governed by the Income Tax Act, 1961 and administered by the Central Board of Direct Taxes (CBDT).
Applicability: Charged on income from salary, business/profession, house property, capital gains, and other sources. Filing Requirement: Individuals and entities must file an Income Tax Return (ITR) annually, declaring income and taxes paid. Tax Slabs: Rates vary based on income levels and taxpayer category (individual, senior citizen, company, etc.). Advance Tax & TDS: Taxes are collected through Tax Deducted at Source (TDS), Tax Collected at Source (TCS), and Advance Tax payments. Compliance Benefits: Timely filing ensures refund claims, avoids penalties, and maintains financial credibility. Digital Filing: Returns and payments are made online via the Income Tax Portal. Income Tax is not just a statutory obligation but also a key step in maintaining transparency and contributing to national development.
Who We Are
At Global View Wealth, we prioritize your financial goals. Our dedicated team specializes in mutual funds and personalized investment strategies, ensuring you receive tailored advice that meets your unique needs. Trust and transparency are at the core of our service, guiding you on your path to financial success.
Expert Guidance
Our experts bring years of experience in the financial sector, helping you navigate the complexities of investment choices with confidence.
Client-Centric Approach
We put you first, offering personalized solutions and ongoing support to ensure your financial journey is smooth and efficient.
Our Client Experiences
Hear from Our Valued Clients
At Globalview Wealth Pvt Ltd, an AMFI-registered Mutual Fund and SIF distributor, we are dedicated to transforming the investment experience for our clients. Our journey began as a humble individual distributor and has flourished into a reputable Private Limited Company, empowering over 1,000 clients and 300 families.
We pride ourselves on being the trusted partner for retail investors who seek tailored investment strategies and a transparent approach to wealth management. Join us as we navigate the financial landscape together, ensuring your investments are not only secure but also designed for growth and prosperity.