Safe Assets

Finance · India · 11-50 Employees

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Overview

Headquarters

Pinnacle Business Park 609-610 Corporate...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
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1

About Safe Assets

Safe Assets is a wealth management firm established in 1999, specializing in financial planning, mutual funds, life insurance, retirement planning, and corporate fixed deposits. As an AMFI-registered mutual fund distributor, it partners with various asset management companies to provide tailored investment solutions. The company focuses on meeting the financial needs of its clients through professional and customer-centric services. Safe Assets primarily serves individual investors and corporate clients in Gujarat and beyond.Explore more
Safe Assets's Social MediaPopular SearchesSafe AssetsSafe Assets LLCSafe Assets - IndiaSIC Code 62,628NAICS Code 52,523Show more

Safe Assets Org Chart

PhoneEmail
KV
India flag for contact location.

Financial Service Advisor

PhoneEmail
NP
India flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Safe Assets

<$5M
11-50
Private
-
1999
KV
Kartik VyasFinancial Service Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
SS
Summer SneedAdministrative Manager
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Safe Assets is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Safe Assets is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Safe Assets.

Safe Assets Tech Stack

A closer look at the technologies used by Safe Assets

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Frequently Asked Questions Regarding Safe Assets

What is Safe Assets's official website?
Safe Assets's official website is www.safeassetsindia.com
What is Safe Assets's Revenue?
Safe Assets's revenue is <$5 Million
What is Safe Assets's SIC code?
Safe Assets's SIC: 62,628
What is Safe Assets's NAICS code?
Safe Assets's NAICS: 52,523
How many employees does Safe Assets have?
Safe Assets has 11-50 employees
What industry does Safe Assets belong to?
Safe Assets is in the industry of: Finance, Securities Trading
What is Safe Assets competition?
Safe Assets top competitors include: Stockade Wealth Management, Eppolito Financial Strategies, Wealth Advisory Services, Wealth Preservation Advisors
What technology does Safe Assets use?
Some of the popular technologies that Safe Assets uses are: Google Font API, Google Tag Manager, Font Awesome, Google Workspace
What does Safe Assets do?

Safe Assets is a wealth management firm established in 1999, specializing in financial planning, mutual funds, life insurance, retirement planning, and corporate fixed deposits. As an AMFI-registered mutual fund distributor, it partners with various asset management companies to provide tailored investment solutions. The company focuses on meeting... the financial needs of its clients through professional and customer-centric services. Safe Assets primarily serves individual investors and corporate clients in Gujarat and beyond.Read More

What are Safe Assets social media links?
Safe Assets Linkedin page Safe Assets Twitter page
Is Safe Assets a public company?
Safe Assets is private company therefore does not currently have an official ticker symbol
See more information about Safe Assets

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