About Us
What we do?
Simply 3 is an omni-channel distribution platform of financial products and services. It engages with HNIs, Business Partners, Associates and Partner to offer them customised solutions and financial services. It offers a one stop solution for all its clients financial services needs . The client centric approach with innovative use of technology enables Simply 3 to maintain the quality of work it undertakes. The 3 pronged business of SImply 3 is built on offering Wealth Solutions to its clients.
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 wealth specialist with extensive experience in personal finance and wealth management. He holds an MBA and has worked with prestigious institutions such as CitiBank and Standard Chartered Bank.
Mr. Riju Minhas
Associate Director
Mr. Riju Minhas is a seasoned professional in the asset management industry, with over 16 years of extensive experience in the mutual funds sector. He holds an MBA and has worked with leading financial institutions such as HDFC, L&T, and HSBC.
Mr. Sandeep Soni
Mentor
Mr. Sandeep Soni is a passionate entrepreneur with business ventures spanning IT & Digital Solutions, Human Resource Training, and the Telecom sector. He is also the founder of the Dreamweavers Group. With an MBA and over 25 years of entrepreneurial experience, Sandeep has made significant contributions across multiple industries.
Ms. Renu Patial
Operations Head
Renu Patial is an experienced operations specialist with over 16 years of expertise in the banking and finance industry. She holds an MBA in Finance and Marketing, bringing a strong blend of strategic and operational skills to her role.
Mr. Anuj Wasil
Vice Director
Mr. Anuj Wasil brings 17 years of experience in the financial services sector. As VP and Co-Founder of Simply 3 Capital Ltd., he manages a diverse range of financial products, including mutual funds, alternate funds, loans, insurance, stocks, and unlisted securities. His professional accomplishments include serving as Cluster Head at ICICI Prudential AMC Ltd. for 6 years and spending 11 years as a wealth manager in the banking industry.
Mr. Anuj Thukral
Associate Director
Anuj Thukral is a dedicated wealth management specialist with over 10 years of experience in the financial sector. He holds an MBA and has worked with prominent institutions including ICICI Bank, HDFC Bank, and Axis Bank.
Our Core Value
Our Value System have Three Basic Principles.
Transparency
We are in the business of Trust and we build on this Trust with being transparent in all our business dealings.
Active Communication
We operate in an enviroment which is dynamic and ever changing. The need to keep our clients informed of these changes is significantly high as it leads to better decision making at their end. We take it as our business obligation to constantly scan the developments, policy changes , opportunities, in the products and services and share these insights with our clients.
Responsiveness
We are committed to be agile and listen to our stake holders- clients and Channel Partners. We constantly seek inputs from them to evolve and get better at what we do.
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.
