SAFEinvest is a leading Financial Products distributor in India 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.
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
VISION - "Prosperity of our Customers"
MISSION - "Turn savers into Investors"
PRACTICE - “Customer First”
SAFEinvest prides itself on being a professionally managed, quality - focused and customer-centric organisation.
The strength of SAFEinvest lies in the strong domain knowledge in the management of financial products distribution and delivery of sustainable value to clients with support from a cutting-edge technology platform.
We do believe, Technology is always the backbone of every organization’s sustainable growth.
Our principal distributor NJ is very much involved in developing the advanced platform for their Partners through extensive use of technology.
We at SAFEinvest, are hardcore believers of the benefits of technology and with the use of the same, we manage our clients’ Investment easily & Consistently as well.
We Provide Need-Based Solution To Every Client !
- Solutions for financial goals
- The financial goal solution approach is a function of two variables…
- How much will be needed after death to meet obligations?
- How much future income is needed to sustain today's household expenses?
- When calculating your expenses, it is best to overestimate your needs a little.
Yes, you'll be buying and paying for a little more insurance than you need, but if you underestimate, you won't realize your mistake until it's too late.
- Needs like…
Child higher education
Child marriage retirement
Our Execution Process
Asset Allocation Based:
- Asset allocation is the implementation of an investment strategy.
- Which attempts to balance risk versus reward.
- By adjusting the percentage of each asset in an investment portfolio according to the investors…
- Risk tolerance
- Investment time frame
- 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 December 2023
APART FROM PAN INDIA, SERVICES CATERED ACROSS OVERSEAS
THE BIGGEST HURDLE IN YOUR FINANCIAL NEEDS ACHIEVEMENT
As per RBI estimates WPI inflation has grown by 6.5% in the last 30 years
How Inflation is eating your Money
GIVE TIME TO YOUR INVESTMENT RATHER THAN TIMING & BENEFIT FROM THE ‘POWER OF COMPOUNDING’
The above example is merely an illustration to explain the benefit of investing at an early age.Returns are assumed at 15% CAGR. Assumed that SIP investment are done regularly every month. No guarantee or assurance of return is being offered by any mutual fund or NJ. Theactual result may vary from depicted results depending on scheme selected.
EQUITY MARKET HAS OUTPERFORMED
ALL OTHER INVESTMENT AVENUES
Growth in Different Asset Classes from March 1981 to March 2022
It is evident from the graph that in the long term, equity investments have outperformed other investment avenues and has beaten inflation by a huge margin.
Source: Gold-Handbook of Statistics on Indian Economy, RBI. Silver - Handbook of Statistics on Indian Economy, RBI. Sensex - www.bseindia.com, Co Deposits - assumed (1% higher than Bank FD Rate). Bank Deposits - Handbook of Statistics on Indian Economy, RBI. lnflation(WPI) - Handbook of Statistics on Indian Economy, RBI
TIME IS IMPORTANT
MARKET TIMING DOES NOT MATTER OVER THE LONG TERM
"Best market timing (almost impossible) has yielded less than 2% additional return than systematic investment. Time to go systematic."
POWER OF COMPOUNDING