About Us
What We Do?
Simply 3 Capital is an omni-channel distribution platform for financial products and services. We engage with High Net-worth Individuals (HNIs), Ultra HNIs and clients to provide customized financial solutions. Our platform offers a comprehensive, one-stop solution for all financial needs.
With a client-centric approach and the innovative use of technology, Simply 3 Capital ensures high-quality service delivery and seamless experiences. Our three-pronged business model is dedicated to offering personalized wealth solutions, helping clients navigate their financial journey with confidence and success.
Meet the leadership team
We’re a team of finance experts with an overall experience of 80+ years.
Mr. Lokesh Malhotra
CEO & Founder
Lokesh Malhotra is a seasoned investment specialist with nearly 19 years of extensive experience in personal finance space. He holds an MBA and has worked with Citi Bank, Standard Chartered Bank and IDBI Bank in various wealth related roles.
Ms. Renu Patial
Head of HR Department
Renu Patial is an experienced and seasoned ex banker and an investment specialist. She has nearly two decades of experience in banking & financial Industry. She holds an MBA in Finance and Marketing.
Mr. Naresh Kumar
Chief Operating Officer
With 20 years of expertise at HDFC Bank, Standard Chartered, and HDFC AMC, Naresh bridges the gap between operational rigor and investments. He specializes in catalyzing systematic organizational growth and building investment portfolios that bridge the gap between Investor financial goals and the market dynamics.
Mr. Anuj Wasil
Vice President and Co-Founder
Anuj Wasil has nearly two decades of experience in banking, mutual funds industry. He has a rich experience of having worked with India's leading financial industry players like ICICI Prudential Mutual Fund, Kotak Bank, Indus Ind Bank in various leadership roles. He holds Masters in Business Administration.
Mr. Riju Minhas
Associate Director and Co-Founder
Riju Minhas is a seasoned professional with nearly two decades of experience in the mutual funds industry.He holds an MBA and has worked with leading asset management companies such as HDFC Mutual Fund, L&T Mutual Funds , and HSBC Mutual Fund.
Mr. Anuj Thukral
Associate Director and Co-Founder
Anuj Thukral is a dedicated investment specialist with over a decade of experience in the banking & financial sector. He holds an MBA and has worked with India's top institutions like ICICI Bank, HDFC Bank, and Axis Bank.
Ms. Jyoti Bhargava
Operations Head
With 14 years of experience in banking operations, she brings a wealth of expertise in process optimization, compliance, and client service. Known for her precision and dedication, she ensures smooth, efficient, and reliable financial operations that meet the highest levels of client satisfaction.
Meet the leadership team
We’re a team of finance experts with an overall experience of 80+ years.
Mr. Lokesh Malhotra
CEO & Founder
Lokesh Malhotra is a seasoned investment specialist with nearly 19 years of extensive experience in personal finance space. He holds an MBA and has worked with Citi Bank, Standard Chartered Bank and IDBI Bank in various wealth related roles.
Ms. Renu Patial
Head of HR Department
Renu Patial is an experienced and seasoned ex banker and an investment specialist. She has nearly two decades of experience in banking & financial Industry. She holds an MBA in Finance and Marketing.
Mr. Naresh Kumar
Chief Operating Officer
With 20 years of expertise at HDFC Bank, Standard Chartered, and HDFC AMC, Naresh bridges the gap between operational rigor and investments. He specializes in catalyzing systematic organizational growth and building investment portfolios that bridge the gap between Investor financial goals and the market dynamics.
Mr. Anuj Wasil
Vice President and Co-Founder
Anuj Wasil has nearly two decades of experience in banking, mutual funds industry. He has a rich experience of having worked with India's leading financial industry players like ICICI Prudential Mutual Fund, Kotak Bank, Indus Ind Bank in various leadership roles. He holds Masters in Business Administration.
Mr. Riju Minhas
Associate Director and Co-Founder
Riju Minhas is a seasoned professional with nearly two decades of experience in the mutual funds industry.He holds an MBA and has worked with leading asset management companies such as HDFC Mutual Fund, L&T Mutual Funds , and HSBC Mutual Fund.
Mr. Anuj Thukral
Associate Director and Co-Founder
Anuj Thukral is a dedicated investment specialist with over a decade of experience in the banking & financial sector. He holds an MBA and has worked with India's top institutions like ICICI Bank, HDFC Bank, and Axis Bank.
Ms. Jyoti Bhargava
Operations Head
With 14 years of experience in banking operations, she brings a wealth of expertise in process optimization, compliance, and client service. Known for her precision and dedication, she ensures smooth, efficient, and reliable financial operations that meet the highest levels of client satisfaction.
CORE VALUES
Our Value System Has Three Basic Principles.
- Transparent
At Simply 3 Capital, we believe that trust is the foundation of any successful partnership. We build this trust by maintaining transparency in all our business dealings, ensuring that our clients are always well-informed and confident in the decisions they make with us.
- Active Communication
In a dynamic and ever-changing environment, it’s crucial to keep our clients informed. We take it as our responsibility to monitor developments, policy changes, and emerging opportunities in products and services, sharing these valuable insights to empower our clients’ decision-making.
- Responsiveness
In our fast-paced industry, we understand the importance of being agile and responsive. We prioritize listening to our clients, ensuring their feedback is valued and incorporated. By staying responsive, we continuously adapt and improve to meet their evolving needs.
Our Vision
To build the most respected wealth platform that helps clients preserve, grow, secure and transfer wealth across generations.
Our Mission
To become the most trusted, preferred and accountable long-term wealth partner for our clients, thereby creating multi-generational value through ethical, transparent, responsive, and highly personalized wealth solutions, which are offered by our team of experts.
Let's Connect
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Contact Us
Address: Simply 3 Finserv Pvt. Ltd. Sco 49-50, 4th floor, Maxon Tower, Urban Estate Phase-II, Jalandhar, Punjab-144022
