WELCOME TO Secure Invest Financial Services Pvt. Ltd
Secure Invest Financial Services Pvt. Ltd is a highly reputed firm of Mutual Fund Distributors & Insurance Consultants, recognized by AMFI (Association of Mutual Fund of India) and IRDA. Incorporated in 1997, it has over two decades of rich industry experience in investment and insurance services. Its vast clientele presently numbers over 1500 satisfied clients with an insurance book of 50 lakhs and 150 crore of assets under advice, from across industries and countries.
Providing smart investment plans and fast-track financial solutions in wealth-creation and wealth-management areas, Secure Invest works with big and small companies, as well as families and professionals. With its vast experience and expertise in insurance and mutual fund investments, it presents customized financial solutions and strategies for long-term and short-term client goals.
Secure Invest Financial Services Pvt. Ltd provides single point, unrestricted access to a rich and diverse basket of growing financial and non-financial products across different asset classes, risk profiles and by different companies. We pride ourselves on providing holistic, need and goal -based, unbiased and structured financial solutions and strategies with each of our services.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
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Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
Our Team
Kirti Visariya
CEO
Certified Financial Planner
Pratik Visariya
Director
Certified Financial Planner , MBA (Marketing and Finance), B.Com, MFP
Ruchita Visariya
Director
Bachelor in Financial Markets, MBA (Finance)
Mayank Rathod
Support Staff
