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Safe Assets

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Ahmedabad
FINANCIAL PLANNING INVESTMENT PLANNING PORTFOLIO REVIEW & REBALANCING

About Me

The wealth management arm of Space Management, has been a trusted name in financial investments and portfolio advisory since 1999. As a leading AMFI-registered Mutual Fund distributor in Gujarat, we have partnered with all major Asset Management Companies for over 20 years, managing ₹900+ crores in financial assets. Our expertise lies in goal-based wealth creation, offering tailored asset allocation, tax-efficient investment strategies, and portfolio customization to help clients achieve long-term financial success.

Experience & Qualification

  • Qualification : -
  • Experience as an Advisor : -
  • Total work Experience : 26 years

Services and Advisory Offered

  • FINANCIAL PLANNING
  • INVESTMENT PLANNING
  • PORTFOLIO REVIEW & REBALANCING
  • GOAL PLANNING
  • RETIREMENT PLANNING
  • NRI SERVICES
  • REAL ESTATE

Awards and Archievment

  • -

License

  • Mutual Fund - ARN No. 1666 - Validity (04/09/2024) To (20/02/2028)
  • Contact Us
    call icon
    Office No : 7940191104
    Phone No : 7940191103
  • Address
    address icon 609-610, Pinnacle Business Park, Corporate Road, Near Prahladnagar Auda Garden, Satellite, Ahmedabad 380015, 380015
  • experience icon 26 years of experience
  • gst icon GSTIN : -
  • ARN Number ARN No : 1666
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