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About SAFEinvest

Our Introduction



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

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 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.

Our Approach

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
    • Goals
    • 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 11 January 2023

0
Years of Experience
0
Cr. AUM
0
Active Investors

APART FROM PAN INDIA, SERVICES CATERED IN ABROAD

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

SAFEinvest PARIVAR

Customer Testimonials