Global Reach
Apart From Pan India, Services Catered Across Overseas
AUSTRALIA | CANADA | JAPAN | KUWAIT | MAURITIUS | NEW ZEALAND | SAUDI ARABIA | SINGAPORE | THAILAND | UAE | UK | USA
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
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
September 2024
AUM crossed 3000+ crores
A proud milestone affirming our clients’ trust and sustained growth.
2021
Crossed 1000 Cr AUM mark & 5 Cr SIP Book
A proud milestone affirming our clients’ trust and sustained growth.
2021
2010
Product Basket Expansion
Broadened our offerings to include a comprehensive range of investment solutions.
2009
Branch Expansion
Strengthened our reach by setting up a full-scale office in Vadodara.
2009
2003
Inception of SAFEinvest
Founded with a vision to offer reliable and need-based financial guidance.