About Us

Welcome To SECURE Investments


SECURE Investments is the fastest-growing company associated with India’s largest mutual fund distributor “NJ India Invest Pvt Ltd.” One of the leading companies for financial product distribution.

We SECURE Investments sub-broker company of NJ India Invest Pvt Ltd. together aim to convert your savings into a smart investment plan. So, as the name says “convert your hard-earned money into secured investments with SECURE Investments. We endeavor to turn your healthy investments into wealth. Secure investments have tie-up with 40+ leading mutual fund companies.
 

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The journey of secure investment started in 2006, from our presence to the milestone the company has achieved so far have generated 600+ happy investors who have trusted us with their finances and still counting. Client’s satisfaction is the core base of any company, following this principle the company helps in planning finance of the client’s, also provides with customize advice for managing and balancing the income-expense profile, loans, investments, insurance, taxes etc. Based on your choices, investing through our company makes hassle-free and simplified investment as you get it all done on a single platform. Just to keep a check on your investments you can track your investment plans, review them and also rebalance your Investment products. Also, we cater to clients of all age groups to invest with their minimum/maximum amount of savings, be it students, housewives, working professionals etc.

Secure investment is proud to have achieved 20 awards, having 35 Cr of AUA (assets under advisory) and setting a healthy as well as wealthy customer base in just 16 years of rich experience in fund management and still thriving. We are actively working in Surat city and also have presence in its nearby towns like Bardoli, Vyara, Songhadh, Kosamba, Ankleshwar etc. We cater clients from pan India. We are honored to serve NRI clients by achieving and we have been successfully managing all their financial requirements and giving them a homely and secured feeling.

We have gained the trust of our existing customers by understanding their financial requirement, working on their expectations and needs, fulfilling and clearing all their doubts serving them with our financial services, giving them with the best of our knowledge that would turn their investment into a worry-free life and expected return on investments. Doing investments with us are not meant to be risky, as customers are our first priority. The company achieves its long-term performance on the basis ethics, principles and biggest factor customer’s trust. Our relation with our customer is just like it is said “together forever”. We would be more than happy to serve our new customers and give them the same homely and secured feeling just as our existing customers have.

Our vision here is that every individual should have a “savings habit” that can be a larger portion or can be a smaller portion of their income. Because your today’s saving can be your tomorrow’s income. Our mission is to create investment awareness in every single region of the country.

SECURE Invetmensts gives you that opportunity to be the part of our mission.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

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Whys To Join Us

We Serve Exactly What You Expect
For us, it’s all about what adds value for you and your family. Above all, we want our words to work for you.
We Have Been There And Done It
Get More Than You Are Looking For
Updating Ourselves Everyday
Faith Bridge

Our Team Members

Mr. Kettan A Dessai
Mr. Kettan A DessaiMutual Fund Distributor and Financial Advisor
Kettan A Dessai has been the most passionate and hardworking agent in the industry, With more than 15 years of experience in this financial industry he has successfully achieved AMFI Licence and Life Insurance Licence. Since 2004 Mr. Desai has grown remarkably as both a professional and a spiritual personality. His spiritual and positive attitude toward everything has helped him achieve the position he is in today.

After understanding their wealth distribution needs, we offer our services through personal counsel with each of our clients. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and make good progress toward achieving their financial goals.

Contact Us

SECURE Investments
Office Address:
7, Dhanlaxmi Apartment,
Nr. Gokulam Dairy,
Athwalines,
Surat, Gujrat – 395001
India.
Mobile No: 9157192332
Email: info@secureinvetments.net.in

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