Wealth Products
Here’s What We Bring to the Table
At Simply 3 Capital, we are dedicated to helping you achieve your financial aspirations and build a secure future. Discover our diverse range of wealth products, thoughtfully curated to cater to your unique goals and financial needs.
Our Products
Get Access to a Pool of High-
Demand Financial Products
Wealth Products
At Simply 3 Capital, we adopt a unique and proprietary approach to mutual fund investments. Our meticulous filtration process involves in-depth discussions with clients to understand their specific needs, risk tolerance, volatility preferences, return expectations, past investment experiences, knowledge of financial markets, and comfort with potential drawdowns. This ensures personalized and effective investment strategies tailored just for you.
“Objective and Approach-Based Investing in Mutual Funds
At Simply 3 Capital, we offer a refined approach to mutual fund selection, ensuring investments align with your financial goals, risk tolerance, and time horizon.
Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
- Conservative Mutual Funds
Designed for investors seeking stability and low risk, focusing on wealth preservation. - Balanced / Hybrid Mutual Funds
Offer a blend of equity and debt investments, ideal for moderate risk-takers aiming for steady growth. - Aggressive Mutual Funds
Geared towards high-growth opportunities, suitable for risk-tolerant investors seeking long-term gains.
Wealth Preservation Funds
- Focus: Safeguarding capital with minimal risk.
- Features:
- High debt allocation with moderate return expectation over medium term time horizon i.e. 2–3 years.
- Typically part of asset allocation models with equity exposure not exceeding 30%.
- Ideal For: Investors prioritizing wealth stability over growth.
Wealth Creation Funds
- Focus: Long-term growth through equity investments.
- Features:
- Allocation to equity oriented funds, aimed at maximizing risk-adjusted returns over an extended horizon.
- Accompanied by higher volatility.
- Suitable for a time horizon of over 5 years.
- Ideal For: Investors aiming for significant wealth accumulation.
Income Generation Funds
- Focus: Steady income with balanced risk.
- Features:
- Asset allocation-based funds for steady growth with balanced risk.
- Moderate volatility, suitable for a time horizon of 2-5 years.
- Ideal For: Investors seeking periodic cash flows from their corpus.
Once an investor’s funds have grown over 4-5 years, a Systematic Withdrawal Plan (SWP) can provide regular income. Withdrawals can be scheduled monthly or quarterly, allowing the investor to use their accumulated wealth to generate periodic cash flows while keeping their corpus intact.
By aligning investment choices with specific objectives, Simply 3 Capital empowers you to make informed decisions tailored to your financial aspirations.
“Solution-Based Mutual Funds Selection
At Simply 3 Capital, we offer a solution-based approach to mutual fund selection, tailoring investments to align with your financial goals and time horizon.Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Wealth Creation Funds
- Focus: Long-term equity growth.
- Features:
- Equity-oriented funds targeting returns above 15% per annum.
- Accompanied by high volatility.
- Suitable for investors with a time horizon of over 5 years.
- Ideal For: Building significant wealth over the long term.
Income Generation Funds
- Focus: Balanced growth with periodic income.
- Features:
- Asset allocation-based funds with a return range of 10%-12% per annum.
- Moderate volatility.
- Suitable for investors with a time horizon of 2-5 years.
- Ideal For: Investors seeking steady income from their investments while maintaining a balanced risk profile.
Wealth Preservation Funds
- Focus: Capital protection with minimal risk.
- Features:
- High debt allocation, providing returns in the range of 6%-9% per annum.
- Equity exposure limited to a maximum of 30%.
- Ideal For: Investors aiming to safeguard their wealth while earning consistent returns.
“Objective and Approach-Based Investing in Mutual Funds
At Simply 3 Capital, we offer a refined approach to mutual fund selection, ensuring investments align with your financial goals, risk tolerance, and time horizon.
Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
- Conservative Mutual Funds
Designed for investors seeking stability and low risk, focusing on wealth preservation. - Balanced / Hybrid Mutual Funds
Offer a blend of equity and debt investments, ideal for moderate risk-takers aiming for steady growth. - Aggressive Mutual Funds
Geared towards high-growth opportunities, suitable for risk-tolerant investors seeking long-term gains.
Wealth Preservation Funds
- Focus: Safeguarding capital with minimal risk.
- Features:
- High debt allocation with moderate return expectation over medium term time horizon i.e. 2–3 years.
- Typically part of asset allocation models with equity exposure not exceeding 30%.
- Ideal For: Investors prioritizing wealth stability over growth.
Wealth Creation Funds
- Focus: Long-term growth through equity investments.
- Features:
- Allocation to equity oriented funds, aimed at maximizing risk-adjusted returns over an extended horizon.
- Accompanied by higher volatility.
- Suitable for a time horizon of over 5 years.
- Ideal For: Investors aiming for significant wealth accumulation.
Income Generation Funds
- Focus: Steady income with balanced risk.
- Features:
- Asset allocation-based funds for steady growth with balanced risk.
- Moderate volatility, suitable for a time horizon of 2-5 years.
- Ideal For: Investors seeking periodic cash flows from their corpus.
Once an investor’s funds have grown over 4-5 years, a Systematic Withdrawal Plan (SWP) can provide regular income. Withdrawals can be scheduled monthly or quarterly, allowing the investor to use their accumulated wealth to generate periodic cash flows while keeping their corpus intact.
By aligning investment choices with specific objectives, Simply 3 Capital empowers you to make informed decisions tailored to your financial aspirations.
Pre IPO & Unlisted Shares
At Simply 3 Capital, we provide our clients with opportunities to invest in Pre-IPO shares and the unlisted market space. These investment avenues can offer significant growth potential when entered at the right valuations.
Our Unique Approach
- We focus on value-driven opportunities, offering ideas during periods of deep discount market valuations in the secondary markets.
- During times of frothy valuations or IPO frenzy, we prioritize client interests by refraining from distributing such offerings.
With a commitment to prudent investment strategies, Simply 3 Capital ensures you access high-quality opportunities in the Pre-IPO and unlisted share market.
Fixed Income Products
At Simply 3 Capital, we adopt a unique and proprietary approach to mutual fund investments. Our meticulous filtration process involves in-depth discussions with clients to understand their specific needs, risk tolerance, volatility preferences, return expectations, past investment experiences, knowledge of financial markets, and comfort with potential drawdowns. This ensures personalized and effective investment strategies tailored just for you.
Portfolio Management Services (PMS)
Simply 3 Capital offers Portfolio Management Services (PMS) on both a referral and distribution basis, partnering with some of the most reputable PMS strategies in the country. We aim to meet the diverse investment needs of our High Net-worth Individual (HNI) clients, helping them find the most suitable investment approach that aligns with their financial goals.
We offer the following PMS options:
- Discretionary PMS:The portfolio manager manages the client’s portfolio with full discretion, making investment decisions on behalf of the client.
- Non-Discretionary PMS:The portfolio manager manages the client’s portfolio based on the client’s directions and cannot make independent investment decisions.
- Advisory-Based PMS:The portfolio manager provides advice and recommendations, but the client is responsible for making investment decisions and managing their portfolio.
At Simply 3 Capital, we ensure that our clients have access to the right PMS solutions tailored to their investment objectives
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs) are privately pooled investment vehicles that raise capital from knowledgeable investors, both domestic and international. These funds are invested based on a predefined investment philosophy, aiming to generate returns for their investors.
AIFs are classified into three categories by the Securities and Exchange Board of India (SEBI) under the Alternative Investment Funds Regulations, 2012:
- Category 1:AIFs that primarily invest in startups, small and medium-sized enterprises (SMEs), and other sectors deemed economically and socially viable by the government. These funds are typically seen as having a positive impact on the economy.
- Category 2:AIFs, such as private equity and debt funds, that do not receive specific incentives or concessions from the government or regulators. These funds focus on providing capital to firms at various stages of their growth cycle.
- Category 3:AIFs, like hedge funds, that are designed to achieve short-term profits through trading and other speculative strategies. These funds are generally more aggressive and do not receive explicit incentives or concessions from the government.
At Simply 3 Capital, we offer a comprehensive range of AIF options tailored to different investment strategies and risk profiles, providing clients with opportunities to diversify their portfolios beyond traditional investments.
Stock Trading & Broking Services
At Simply 3 Capital, we are committed to providing world-class, technology-driven solutions to our clients. Through our partnership with ICICI Securities, we offer seamless and efficient share trading services, enabling clients to trade with confidence and ease.
Along with our research partners, we provide real-time market insights and updates, ensuring that our clients stay informed of the latest market trends and developments. Our team-based relationship management approach ensures a consistent, personalized, and enriching service experience, maintaining continuity and fostering long-term relationships with our clients.
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Address: Simply 3 Finserv Pvt. Ltd. Sco 49-50, 4th floor, Maxon Tower, Urban Estate Phase-II, Jalandhar, Punjab-144022
