Vishal Merchant

Founder & CEO @SAFEinvest

Surat, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2003 — Present

Founder & CEO @SAFEinvest

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Surat, IN

Currently Hold This Position

EDUCATION

N/A

FPSB

CFPCM, Financial Planning and Services

1992 — 1995

South Gujarat University

Bachelor of Science (B.Sc.)

SKILLS

Investment AdvisoryRisk ManagementManagementBankingAsset ManagementInsuranceRetirement PlanningInvestmentsFinancial PlanningFinancial AdvisoryPortfolio ManagementRelationship ManagementCfpcmTeam ManagementWealth Management ServicesMutual FundsWealth ManagementStrategic Financial PlanningBusiness Relationship ManagementFinance

ABOUT VISHAL MERCHANT

SAFEinvest is a leading Financial Products Distributor in India since 2003. We have over a decade of rich experience in Financial Services. The management at SAFEinvest brings together a team of professionals with wide experience and knowledge in the Financial Products Distribution. The management has a strong Vision for SAFEinvest as a globally respected company providing comprehensive services in the financial sector. The “Customer First” philosophy is deeply ingrained in the management & employees at SAFEinvest. The aim of the management is to bring the best to the customers in terms of. • Range of Products and Services offered. • Quality Customer service.

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Vishal Merchant — Founder & CEO at SAFEinvest in Surat, IN | Unifers