Mrs. Bina Kathawala, the fourth generation of her family’s photography business, is one of the renowned photo studios in Surat. Being part of a legacy enterprise has instilled in her the values of long-term vision, discipline, and structured financial strategies. Mrs. Kathawala began investing in mutual funds in 2004 and has always had a strong personal interest in understanding market movements and conditions. After meeting with Ms. Thakkar, she chose to continue her investment journey with SAFEinvest — a decision that provided greater direction to her financial path. Although she already had a keen interest and understanding of the markets, with the guidance and support of team SAFEinvest, her knowledge deepened further. She gained better clarity, structure, and confidence in her investment decisions. She truly values the thoughtful guidance, timely support, and professional approach that SAFEinvest provides. The association has strengthened her financial journey, and she looks forward to continuing it with trust and confidence.
Mrs. Bela Desai, a retired teacher from Bhulka Bhavan School, began her investment journey with SAFEinvest in 2015 through her former student, Mr. Merchant. At the time she started investing, she did not know about financial investments. However, with the constant guidance of Ms. Thakkar, her interest in finance gradually developed, and she gained a clear understanding of her investments. A truly exceptional part of the experience with SAFEinvest is the profound personal connection established with the dedicated Relationship Manager. This personalized, client-centric approach, marked by regular portfolio reviews and genuine fellowship, fosters a warm and enduring partnership that extends beyond standard professional service. She receives timely updates about her investments, ensuring complete transparency and peace of mind. The thoughtful gestures — remembering her birthday and anniversary every year carry immense emotional value. Being remembered and appreciated year after year feels truly touching. According to Mrs. Desai, SAFEinvest truly lives up to its name — she feels genuinely “safe in finance.”
I am Satyaprakash Patel, currently residing in the UK and a retiree. I have been investing with SAFEinvest since 2017. After significant business losses in India, my investment focus was solely on security, leading me to invest exclusively in mutual funds. From the very beginning, I was deeply impressed by SAFEinvest’s working style, professional approach, and positive work environment. I have two sons. Initially, one of them was very cautious about investments. However, after Mr. Talreja clearly explained the entire process, his perspective changed, and he is now also considering investing in mutual funds. Despite time differences, there are moments when responses may not be immediate, but my queries and concerns are always resolved clearly and satisfactorily. I truly appreciate the transparency and commitment shown by the team. Overall, I am extremely satisfied with SAFEinvest’s services and would happily rate them 5 stars.
I am Mr. Dinesh Somabhai Patel, a retiree living in Wimbledon, U.K., for over 25 years. I started my investment journey with SAFEinvest in 2019 after receiving a recommendation from my friends who were already investing with the firm. Before associating with SAFEinvest, I had unpleasant experiences with other financial institutions. I was offered unsuitable products, and when I requested withdrawals, I was even offered only a partial amount of my investment. Since joining SAFEinvest, all my concerns have been resolved. With the mobile app, I can easily track all my transactions at any time. I truly appreciate the transparent communication from Mr. Talreja and the highly supportive team at SAFEinvest, which has restored my confidence and trust in financial investing.
I did not have much financial literacy earlier, and before associating with SAFEinvest, I had some very unpleasant experiences with investments. However, after meeting Mr. Soni, all my concerns were addressed constructively. Through Mr. Soni’s constant support, his insights, and the readily available investment portfolio, I am regularly updated on my investments, and team SAFEinvest has made my financial journey completely stress-free.
I have been investing in Mutual Funds since 2006. Over the years, I faced several challenges in my financial journey, including issues such as fake promises, misguidance, and mis-selling, which created confusion and dissatisfaction. These concerns were resolved effectively by Mr. Soni. His guidance has always been clear, transparent, and easy to understand. My experience with SAFEinvest has been excellent. Their holistic approach to financial management has been extremely beneficial in managing my personal finances, and with their continuous support, I now feel confident, secure, and well-informed about my financial decisions.
SAFEinvest does excellent work, and everything has always been smooth and comfortable for me. Mr. Joshi explains each detail clearly, making it easy to understand every mutual fund scheme and how it aligns with my objectives. I particularly value the regular portfolio reviews, as very few offer this kind of consistent involvement. The trust and clarity I experience here make SAFEinvest an easy choice to suggest to anyone seeking proper guidance.
I have never faced any issues with SAFEinvest, and my overall experience has been very positive. All my queries are handled promptly, and the guidance I receive from Mr. Joshi is reliable and trustworthy. He patiently answers every question and resolves concerns with clarity. What I truly appreciate is that all decisions are made keeping my dreams and objectives in mind. Because of this confidence and support, I have already recommended SAFEinvest to my friends and family.
What stands out in my experience with SAFEinvest is the clarity and purpose they bring to every investment decision. Mr. Mistry first understands my expectations from the portfolio and then guides me with simple explanations of risks, logic, and key concepts. I am always given well-analysed investment options along with complete clarity, which has helped me understand my investments far better. Their guidance is patient, structured, and always aligned with my objectives, which gives me strong confidence in every step I take with SAFEinvest.
SAFEinvest has consistently demonstrated complete trustworthiness in my experience, and I always have full confidence in Mr. Mistry and the team at SAFEinvest. Every investment decision is backed by thorough analysis, and I am always involved in the process, which helps me understand things clearly and gain valuable knowledge. This level of transparency and guidance has strengthened my confidence. With such honest support and clarity, I have recommended SAFEinvest to others and will continue to do so.
I feel very confident and well-informed about my investments, thanks to SAFEinvest & Mr. Dolly’s clear and detailed explanations. He ensures that every basic concept is covered, and with each meeting, my understanding of investments continues to improve. Earlier, I didn’t know much about different funds, but now I have gained valuable knowledge about where and why I am investing. His ability to explain things deeply and patiently has helped me feel more involved and aware of my portfolio. I truly appreciate the efforts he puts into educating and guiding me, and I would definitely recommend SAFEinvest to others.
When I first met Mr. Dolly in December 2014, my portfolio was completely unstructured and performing poorly. He patiently streamlined everything and helped me understand my investments clearly. The biggest benefit I have experienced is complete peace of mind. True to its name, SAFEinvest has truly helped me invest safely and keep my portfolio well-protected. Mr. Dolly’s guidance has been exceptional as he explains every minute detail and always suggests the right areas to invest in. The trust and transparency that I have experienced make me confident in continuing this journey with SAFEinvest.
"With the support of Mr Taunk and the team, I feel confident in every investment decision. Even though I have never studied the subject deeply, I trust his guidance completely. The corpus I have built with the company’s help has been a big benefit for me. His explanations are detailed and often include examples that make things very easy to understand. The support has always been respectful, patient, and professional throughout my journey. I would definitely recommend your services to others seeking the right guidance in investing."
"I am extremely happy and satisfied with the working strategy of SAFEinvest. The holistic approach taken by the team and Mr. Dumasiya has given me great confidence in my financial journey. The solutions offered have been thoughtfully aligned with my objectives and risk profile. I truly appreciate the transparency, guidance, and consistent support provided by SAFEinvest. It’s reassuring to have a trusted partner like them by my side."
Associating with SAFEinvest and Mr. Taunk has been an excellent experience. He patiently explains every detail with clarity and provides constant support and guidance, keeping me updated on market trends, giving me complete clarity on my investments. The team always interacts with respect and professionalism, making conversations both personal and professional. If an investment doesn’t align with my vision, they suggest thoughtful alternatives, which makes me feel secure and cared for. This dedication has transformed my approach to investing, and I would be happy to recommend SAFEinvest to my friends and anyone seeking growth with peace of mind.
We have regular reviews and frank discussions about my expected returns. We go as per joint finding and market perception at that point of time. No impulsive decision is taken. With the necessary data/information, the right way forward is designed.
SAFEinvest is the right extension of NJ. It is right, co-operative, accessible and helpful. Fortunately, I know NJ and SAFEinvest, and so have a sense of security with them.
I 100% rely on SAFEinvest for my investment decisions. Their suggestions are very powerful. Vishal plays a big role for me. I am entirely satisfied after his involvement in my decisions. Earlier sometimes, I would discontinue my investments; when I wanted money even after their persistence for not withdrawing it. But, later I realized their precious inputs which could fetch more returns had I continued.
They are so trustworthy; I have given SAFEinvest’s reference to my friends and relatives PAN India, and have chased them to start investing’.
I decided to become a loyal client of SAFEinvest because of the actual investment education I received. I also learnt the terminology “Risk Adjusted Returns” from them. This is the most valuable part of investment education. The measure of risk and understanding of risk, in my opinion, stands the prime most. Subsequently, relating this to our own requirement would make a matured investment decision.
I find the SAFEinvest team highly ‘Proactive’. You just ask them a query and a problem and forget it. SAFEinvest will chase you with their reply. The level of trust and integrity is very high in SAFEinvest and NJ both.
I have been investing with SAFEinvest since 2004. I have total faith in them and they know every aspect of my financial health. We have one kind of tuning which is perfectly ok. They give good advice and have good philosophy. We have bonding and transparency. Right from the beginning, I am fully satisfied with their suggestions to achieve my financial goals.
My investment execution has been satisfying. Resolution comes within 24 hours which is more than enough, if there is a query. SAFEinvest is more methodical in their work approach which is their distinctive feature.
When I retired in 2005, my fund was planned in such a way that even our day to day expenses are taken care of. I have blind faith in Vishal and SAFEinvest. I am impressed that my funds were planned with proper planning and foresightedness.
I am very much satisfied with their services. SAFEinvest is performing better than my expectations.
Whatever SAFEinvest and NJ plans in the favour of the customer is undoubtedly good. Their services and communication is appreciable. We get regular market updates from them. Because of the trust factor, we always stay invested with them.
SAFEinvest's discipline and process is very strong. Whenever we drift off due to other alluring returns, we get a reminder by SAFEinvest to come back to basics. Additionally, the clarity of communication, the advanced technology platform, and the strategic asset allocation are key highlights of their approach.
Converting an emotional decision of investment into an objective one is a very challenging task but kudos to SAFEinvest, who could do it right from inception, in association with NJ.
I am one of the few fortunate ones, who have been with them since their inception. Working with them has made me feel very safe and secure. Excellent service, transparent communication, sound advice coupled with integrity has always been the whole mark of SAFEinvest.
SAFEinvest's service understanding is excellent. My interaction with SAFEinvest has been very candid. They genuinely understand customer needs and cater to them. They take the feedback constructively, and act on it. I have followed SAFEinvest’s suggestions blindly which has created wonders for me. My every single dream has been translated into reality.
We have been associated with SAFEinvest since inception. Their quality of suggestions is perfect, and we get regular updates from them. They respond anytime to our queries with proper solutions. Since, last 20-22 years, we have not approached any other Investment Planner for our investment needs.