Safe Roof Investments is on its mission to transform financial life of individuals and families. This journey is from financial worries to financial freedom, from average financial life to excellent financial life, from dream to goal and from goal to reality. This journey is full of discovery, discipline and doings. Today more than 1000 families, in India and abroad, are with us, stepping in unison towards a brighter and happier financial future. We are a team of dedicated professionals, backed by latest technology and research.
Best Solutions
Best Works
Best Ideas
WHAT WE OFFER
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
CUSTOMER SAYS
BEST REVIEWS
Sudarshan Joshi
“This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.”
