Wealth Plans & Mutual Funds
Lending Solutions
Life, Health & General Insurance
Why Choose Us
About Safal Fintech
Safal Fintech is a Multi-product Distributor across the Financial Services Spectrum. We offer a wide variety of products and services. Our niche lies in providing our customers choice along with diversity and variety in the products and services we have.
At Safal Fintech, we offer a variety of services in wealth management and wealth advisory in both equity and debt markets. We also specialize in pension, endowment, and guaranteed returns product categories. We have been handling portfolios of individual as well as corporate investors in India and abroad for wealth creation, retirement planning, child education, marriage planning, wealth protection, individual protection, health plans and general insurance.
As Investment Advisors, we are very sensitive to the Indian markets and can assist you in shaping your investments. We develop analytics solutions that help our clients make better decisions, measure and manage risk and increase predictive accuracy. We engage in regular portfolio reviews and updates. We are catering to clients across pan-India, UAE, Qatar, Africa, U.S and UK. We are now looking to branch out in South Africa, Singapore and Malaysia. As a team, we bring rich and diverse experience having served different markets and having handled various client portfolios.
Our Services
What We Offer
Stock Advisory & PMS
The unique financial needs of high net worth individuals. We offer customized services that can help them achieve financial goals.
Fixed Income Plans
An endowment plan is a type of insurance plan that offers life insurance cover as well as long-term savings with assured returns.
Alternative Investments
Corporate bonds represent one of the largest segments of the U.S. bond market, which is regarded as the biggest securities market globally.
Retirement Solutions
Invoice discounting is a type of invoice financing that differs from invoice factoring in several ways, with confidentiality being one of the primary distinctions.
Wealth Recovery
A contingency plan, often called Plan B, is a strategy for an alternative outcome. It is devised for situations where the original expected plan does not proceed.
Real Estate
Investment real estate refers to property that generates income or is intended for investment purposes rather than serving as a primary residence.
Our Strategy
Why Us ?
- We help you work systematically on your financial goals.
- We provide expert and timely advice so that you can eliminate drawbacks in volatile markets.
- Time-bound measures towards achieving your financial goals.
- Ensure your investments are done in a tax-efficient way.
- Offer diverse products to minimise market risks and earn a better IRR.
- We make sure that we make your investments work in all timelines – short, medium or long term.
- We also provide a complete set of protection products, be it for life, health or wealth.
- Capital Management