We as Individual Financial Advisors (IFA) were incorporated in the year 2008 and at present have over 500 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India), and IRDA (Insurance Regulatory Development Authority Of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.

Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value-Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in managing your wealth. You would enjoy being always updated on your investments, any time, anywhere.

Right Experience & Skills:
We have over 15 years of experience in the financial advisory and product distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.

Our Products

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds85%
Capital Market80%
Fixed Income90%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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E Wealth Account


Ms. Sweta Shah
Ms. Sweta Shah


Ms. Sweta Shah is the Founder of Safe Returns Investments. From being just a house wife, she incepted this business passionately and began this entrepreneurial journey in 2007.

Mr. Hitesh Shah
Mr. Hitesh Shah


Mr. Hitesh Shah is the Co-Founder of Safe Returns Investments. He has more than 20 years of experience in Corporate Sales & Marketing with various MNCs. He possesses over 15 years of experience in Financial Services Industry. He is the best known for his unbiased and truthful suggestions with Genuity which benefit customers at large

Ms. Kavita Rathva
Ms. Kavita Rathva

Back office Executive

Ms. Kavita Rathva, a silent but stunningly diligent and patient lady, manages entire back office operations, taking utmost care of clients sensibly. She has been providing impeccable services to the clients with pleasing experience of associating with Safe Returns Investments.

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