Who We Are
We as Secure Investments incorporated in the year 2010 and at present having 3000 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having 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 secured life.
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 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 to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 8 years of experience in financial advisory and products 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 that helping our clients achieve their financial goals and dreams in life with our support.
Our Skill
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.
Our 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
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
NJ Recommended MF Portfolio
Every investor aims to maximise returns while minimising risk.
Our Team
Jacob Thomas
I am a professional financial consultant based out of New Delhi. Over the last 8 years, Secure Investments (company I founded) has acquired extensive experience in enabling clients to plan a secure future for them and their family members through risk based approach in managing their financial well-being. We are well versed with the Mutual Funds, Insurance and Health Insurance products.
Prior to setting up Secure Investments I was an Operations Manager with Intellinet Global Services and have a 6 years experience in customer management, MIS, Training and Operations management.
Chandan Srivastava
Chandan Srivastava is the Relationship Manager, having an experience over 7 years in the financial services industry. He is responsible for overall health of the clients portfolio. He has been working with us since 2011 and takes care of the Mutual Funds and Health Insurance vertical of our company. He is well versed with all the aspects of Mutual Funds, Health Insurance and Life Insurance.
Mukesh Kumar
Mukesh Kumar looks into sales and is responsible for new client enrolment and preparing a portfolio well suited to client’s needs. He has an experience of more than 7 years in Insurance industry and is primarily responsible for Life Insurance vertical of our company. He is well versed with Life Insurance, Health insurance and Mutual Funds.
