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), business partners, associates, and collaborators 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 on 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. 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 finacial industry players like ICICI Prudential Mutual Fund, Kotak Bank, Indus Ind Bank in various leadership roles. He holds Masters in Business Adminsitration.
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 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
Anuj Thukral is a dedicated investment specialist with over 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.
CORE VALUES
Our Value System have Three Basic Principles.
Transparency
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 and channel partners, ensuring their feedback is valued and incorporated. By staying responsive, we continuously adapt and improve to meet their evolving needs.
Our Vision is to create a respectful and dependable financial services distribution platform with client centric approach.
AMFI Registered Mutual Fund Distributor: ARN-249158
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.
Please consider your specific investment requirements, risk tolerance, investment goal, time frame, and the cost associated with the investment before choosing a mutual fund / fixed deposit or designing a portfolio of mutual funds that suits your needs.
Simply 3 Finserv Pvt. Ltd. has gathered the data, information, statistics from sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse, or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of such information.
The Company cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
