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We offer
Insurance Services

» Goal based Advisory. » Wealth management Services- We personalizes investment plans based on risk tolerance, investment goals, market environment and our worldview. » Online Investment. » Periodic Portfolio Review » Tax management and Consultancy » Online Portfolio access » AMFI registered Company » 20 years of experience in helping people protect and grow their wealth. » We offer an incredibly diverse range of financial products and personalized services. » Strong team of qualified and experienced professionals including CA's, MBA's, CFP's.

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Wealth Management

Our investment process starts with understanding you-your background, investment objectives, risk tolerance and existence investment pattern.

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Financial Planning

Financial Planning is the process to satisfy our goals while considered cash flows, debt, assets and investments. It allows to individuals and businesses to make good return by doing good planning.

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Mutual Funds

Mutual Funds are investment vehicles which collect money from all the investors and invest in bonds, equities and/or money market instruments.

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Tex Planning

Tax planning is not a device to reduce tax burden. In fact, it helps savings by investments in government securities. Savings reduce extravagance, and correspondingly inflation.

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CHILD EDUCATION

It is task that always comes on priority for parents. Parents often wonder if they can get some help to prepare their children for college and the most important things is to make sure they get a good high school.

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RETIREMENT PLANNING

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows. Despite of only cash outflows there are many myths why I don’t need retirement planning like I am not too old.

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EQUITY

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FIXED INCOME

Safe & sure way to get a regular monthly income Specially suited for retired employees/ Senior Citizens or any one with high sum for investment Rate of interest 7.3% w.e.f 1 Jan 2018 Maturity Period - Five Years Auto credit facility to SB Account.

WE'VE GOT YOU COVERED

Insurance Coverage

Insurance coverage around your needs is easier than you think. Sometimes on purpose injected humour and the like simple dummy.

Auto Insurance

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Home Insurance

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Life Insurance

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Bike Insurance

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Boat Insurance

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Business Insurance

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Travel Insurance

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Monthly Savings (Rs.)   Investment period (Yrs)
Annual Return         
JavaScript chart by amCharts 3.17.3SIP return @ 12.0%Amount Invested01234567891011121314151617181920Period in Years02,000,0004,000,0006,000,0008,000,00010,000,00012,000,000AmountJS chart by amCharts

If you invest Rs. 10,000/- per month for a period of 20 years your SIP amount will grow to Rs. 99,91,479/-(approx)

People Say

Testimonials

Safest is a global provider of Life insurance, annuities, employee benefits and assets management. Safest has operations in nearly 50 countries serving approximately 100 million coustomers. Lorem ipsum dolor sit amet, consectetuer adipiscing elit.