About us

Our
Statement

VISION - "Prosperity of our Customers"

MISSION - "Turn savers into Investors"

PRACTICE - “Customer First”

SAFEinvest has been 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 in Surat and Vadodara, the team of Financial Products Distributors serves 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 services

What makes us different

Customer Centric

A customer-first approach that ensures tailored solutions and dedicated service. This approach is at the heart of everything we do, providing seamless support and a personalized experience at every step of their investment journey.

Cutting Edge Technology

Powered by NJ’s evolving tech solutions and our proprietary in-house platform, ‘SAFEinvest Saarthi, ’ we ensure seamless client data management, real-time meetings, and portfolio tracking for a superior experience.

Product Basket

Explore our diverse range of investment solutions tailored to meet your financial desires, we offer expert-driven strategies for wealth growth

Our Journey

SAFEinvest has grown from a single mission of “Turn Savers into Investors” into a team that is dedicated to building trust, transparency, and needs-based financial guidance, which creates lasting value for every client we serve.

Present

3 Offices | 70+ Individuals | Future-Focused Vision

Scaling with purpose & guided by our mission of holistic financial management.

Present

2021

Crossed 1000 Cr AUM mark & 5 Cr SIP Book

A proud milestone affirming our clients’ trust and sustained growth.

2010

Product Basket Expansion

Broadened our offerings to include a comprehensive range of investment solutions.

2010

2009

Branch Expansion

Strengthened our reach by setting up a full-scale office in Vadodara.

2003

Inception of SAFEinvest

Founded with a vision to offer reliable and need-based financial guidance.

2003

Meet the Founder & CEO

Mr. Vishal Merchant

With over two decades of expertise in Financial Products Distribution, Mr. Merchant brings a unique perspective as a Science Graduate who became a Certified Financial Planner (CFPcm). His distinctive background enables him to approach financial planning with analytical precision and innovative thinking.

Under his leadership, SAFEinvest operates on three core principles:

TRUST • TALENT • TRANSPARENCY

Beyond his role as CEO, Mr. Merchant actively mentors his team, ensuring excellence in every client interaction through his hands-on leadership and process-driven approach.