About Us

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.

We are certified AMFI brokers and IRDA-certified Insurance Advisors affiliated with various providers. As a team, we bring rich and diverse experience having served different markets and having handled various client portfolios.