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About SAFEinvest

Our Introduction



SAFEinvest is a leading Mutual Funds and other Financial Products Distributor in South Gujarat since 2003. It has over two decades of rich experience in Financial Products Distribution.

The management at SAFEinvest brings together a team of professionals with wide experience and knowledge in the FPD domain. Based at Surat and Vadodara, the team of Financial Products Distributors serve clients across India and Overseas.

The management has a strong Vision for SAFEinvest as a globally respected company providing comprehensive services in the financial sector.

The "Customer First" philosophy is deeply ingrained in the management and employees at SAFEinvest. The management aims to bring the best to the customers in terms of:

  • Range of Products and Services offered
  • Quality Customer service

Our Statements



VISION - "Prosperity of our Customers"

MISSION - "Turn savers into Investors"

PRACTICE - “Customer First”

Our Strength



SAFEinvest prides itself on being a professionally managed, quality focused and customer-centric organization.

The strength of SAFEinvest lies in the strong domain knowledge in the management of Mutual Funds distribution and Financial Products Distribution and delivery of sustainable value to clients with support from a cutting-edge technology platform.

Our principal distributor NJ is deeply engaged in enhancing the advanced platform for their partners by leveraging technology extensively.

We firmly endorse that technology forms the foundation of sustainable growth at SAFEinvest. And by harnessing its power, we effectively and consistently manage our clients' investments.

Our Approach

  • We Provide Need-Based Financial Solution To Every Client.
  • The financial goal solution approach is a function of two variables…
    • How much will be needed after the breadwinner's death to meet family obligations?
    • How much future income is needed to sustain the household?
  • Help you to achieve your Monetary Needs like…
    • Child Higher Education
    • Child Marriage
    • Retirement

Our Execution Process



Asset Allocation Based:

  • Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward.
  • By adjusting the percentage of each asset in an investment portfolio according to the investors needs such
    • Risk tolerance
    • Financial Needs
    • Investment Time Frame
  • And the focus is on the characteristics of the overall portfolio to get “Risk-Adjusted Returns” over a long period.

SAFEinvest - At a Glance


Data as on September 2024

0
Years of Experience
0
Cr. AUM
0
Active Investors
0
SIP Investors
0
Live SIP

APART FROM PAN INDIA, SERVICES CATERED ACROSS OVERSEAS

AUSTRALIA | CANADA | JAPAN | KUWAIT | MAURITIUS | NEW ZEALAND | SAUDI ARABIA | SINGAPORE | THAILAND | UAE | UK | USA

SAFEinvest PARIVAR

Customer Testimonials