Disciplined, goal-based investment planning and complete insurance advisory for individuals, families and businesses across Mapusa, Colvale and greater Goa — since 2014.
Four focused practice areas, each built on a disciplined, rule-based methodology.
Child education & marriage fund planning, retirement, pension, Virtual Property Concept and FD on EMI.
Learn more →Business risk management, exit planning, income continuity, estate creation and wealth transfer.
Learn more →Choosing the right investment and insurance partner in Goa can feel overwhelming when every advisor promises high returns and quick decisions. Global Investment & Insurance, based in Mapusa, Goa, takes a different approach. Since 2014, we have helped individuals, families and businesses across Goa build wealth and protect it through a disciplined, rule-based methodology rather than guesswork or market speculation. Every recommendation we make is grounded in your goals, your risk appetite and a defined set of rules — not in reacting to daily market noise.
As a locally rooted financial services firm in Mapusa, we understand the specific needs of Goan families, small business owners, hospitality operators and salaried professionals. Whether you are a parent in Goa planning for your child’s future education abroad, a shopkeeper in Mapusa market wanting fire and burglary cover, a hotel owner needing commercial liability protection, or a young professional starting a Systematic Investment Plan, our team designs a plan around you.
Our services are broadly organised into six practice areas: Investment planning, Mutual Funds, Life Insurance, Health Insurance, General Insurance, and other specialised wealth and business protection services. Under Investment planning, we help you plan for your child’s education fund, a child’s marriage fund, retirement, pension, and structured concepts such as the Virtual Property Concept and FD on EMI. Under Mutual Funds, we guide you through SIP, SWP and NPS. For protection, our Life Insurance desk covers personal life cover, Keyman insurance, salary insurance and employer-employee insurance schemes for businesses across Goa. Our Health Insurance desk arranges Mediclaim, personal accident cover, and group policies for companies. Our General Insurance desk protects Goa’s shops, hotels, transport operators and traders with fire, burglary, marine, vehicle, cyber, workmen’s compensation and commercial liability insurance. Finally, our Other Services team works with business owners on risk management, business exit planning, income continuity, estate creation, wealth transfer to the next generation, and non-attachable trust structures.
A rule-based approach means your money is not managed on impulse. We define clear entry and review rules, asset allocation bands, and rebalancing triggers upfront, so decisions during volatile markets are calm and consistent rather than emotional. This discipline is especially valuable for first-time investors in Goa who are unsure how to navigate mutual funds, insurance and long-term planning together.
Our track record speaks for itself: over 2,000 satisfied clients, 900+ families served, and more than 10,000 policies placed to date. Led by Founder & Managing Director Sachin G Vengurlekar and Director – Operations & Client Service Sushma S Vengurlekar, a professional team of 6 advisors works across our two offices in Mapusa and Colvale, giving you the same rule-based approach and the same access to investment and insurance services — all under one roof — wherever in Goa you find it easiest to reach us. We take particular pride in helping Goan parents plan a Child Education Fund and Child Marriage Fund for their children, alongside disciplined retirement and pension planning, so that life’s biggest milestones are funded systematically rather than left to chance.
Visit either of our offices — call our Mapusa office at 9823056159 or our Colvale office at 7083932043 — Monday to Saturday, 9:30 am to 5:30 pm, for a no-obligation consultation.
It means your investment decisions follow a pre-defined, disciplined framework — covering asset allocation, review frequency and rebalancing triggers — instead of being based on market speculation or emotional reactions.
While our offices are based in Mapusa and Colvale, Goa, and we specialise in serving the local community, we also assist clients across India through remote consultations, calls and digital documentation.
Yes, we offer an initial no-obligation consultation to understand your financial goals before recommending any investment or insurance product.
You can call our Mapusa office at 9823056159 or our Colvale office at 7083932043, or visit either office directly during working hours, Monday to Saturday, 9:30 am to 5:30 pm.
We have served over 2,000 satisfied clients and 900+ families across Goa, placing more than 10,000 policies to date.