Author: Naresh Kumar

NRI Investing in India: Stocks & Mutual Funds

NRIs can invest in Indian stocks and mutual funds, subject to applicable FEMA, RBI, SEBI, tax and KYC requirements. However, the applicable investment route, account structure, repatriation conditions and documentation can differ.

Foreign Assets of Small Taxpayers: A One-Time Window to Come Clean on Overseas Assets

FAST-DS 2026 provides eligible taxpayers a limited opportunity to disclose certain foreign assets and income
**This post is for general investor awareness only. It does not constitute tax, legal or investment advice or a recommendation to use FAST-DS. Consult your Chartered Accountant or qualified tax professional for your individual circumstances.

Is This the Right Time to Invest?

The Perfect Time to Invest May Never Arrive
One of the most common thoughts investors have is:
“Should I invest now, or should I wait for a better time?”
When markets are volatile, this question becomes even stronger. Investors may wait for a correction, a market fall, better economic news or simply a more comfortable environment.

Buying Term Insurance? Honesty Can Protect Your Family Tomorrow

Term insurance is one of the most affordable and effective ways to secure your family’s financial future. However, choosing the right policy is only part of the process. Providing complete and accurate information in your proposal form is equally important.

Demat Mutual Fund Units Get More Flexibility

SEBI Extends SWP & STP Standing Instructions to Demat-Held Units

Until now, investors holding mutual fund units in Statement of Account (SoA) format could register systematic instructions such as Systematic Withdrawal Plans (SWP) and Systematic Transfer Plans (STP).

Investors holding mutual fund units in demat form did not have the same facility.

That distinction is now changing.

On 17 July 2026, SEBI extended the facility for creating standing instructions for SWP and STP for mutual fund units held in demat form.

Is Your Contingency Fund Ready?

Faster Access. Simpler Processes. Stronger Retirement Protection.

For millions of salaried Indians, the Employees’ Provident Fund (EPF) is a vital retirement savings tool. However, accessing funds during emergencies has often meant paperwork, approvals, and delays.

Life Changes. Should Your Investments Change Too?

Faster Access. Simpler Processes. Stronger Retirement Protection.

For millions of salaried Indians, the Employees’ Provident Fund (EPF) is a vital retirement savings tool. However, accessing funds during emergencies has often meant paperwork, approvals, and delays.

EPFO 3.0: Transforming Your PF Experience

Faster Access. Simpler Processes. Stronger Retirement Protection.

For millions of salaried Indians, the Employees’ Provident Fund (EPF) is a vital retirement savings tool. However, accessing funds during emergencies has often meant paperwork, approvals, and delays.

One Number, Many Benefits: Understanding Your CIBIL Score

Learn how your CIBIL score influences loan approvals, interest rates, credit card eligibility, and your overall financial health.

A CIBIL Score of 750 or above (on a scale of 300 to 900) is generally considered excellent by most lenders in India. It reflects a strong track record of responsible credit behavior and timely repayments, improving your chances of obtaining loans and credit cards on favorable terms.

We offer you the advantage of our extensive experience,
deep insights, and comprehensive understanding of the
financial products.

CLICK HERE for the SEBI registration details of the entities we are associated with.

SIMPLY 3 FINSERV PRIVATE LIMITED [CIN: U67190PB2022PTC056099]
AMFI Registered Mutual Fund Distributors & SIF Distributor (ARN-249158)

Lokesh Malhotra [ARN-158405] | AMFI Registered Mutual Fund Distributor

9779333665 / 9779733365 / 9779010765
info@simply3capital.com

Business Hours

Staff Login
Admin Login

RISK DISCLOSURE AND REGULATORY DISCLAIMER

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.

the Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.

Past performance may or may not be sustained in the future and is not indicative of future performance. The value of investments and the income from them may go up or down depending on market conditions and other factors. Investors may lose part or all of their invested capital.

The information, views, opinions, illustrations and other content on this website are provided for general information and investor awareness purposes and are based on information believed to be reliable. However, no representation or warranty is made regarding its accuracy, completeness or currency. Such information should not be construed as a guarantee or assurance of returns or future performance.

Investment decisions should be based on the investor’s individual circumstances, investment objective, risk profile, time horizon, suitability, costs and applicable taxation and regulatory considerations. Investors should independently evaluate the relevant risks and may seek independent professional advice, wherever required.

There is no assurance or guarantee that the investment objective of any mutual fund scheme, SIF or other investment product will be achieved.

Investors should carefully consider all applicable costs and charges, including expense ratios (TER), exit loads, applicable taxes and other charges, wherever applicable, before investing.

Distributor Disclosure

SIMPLY 3 FINSERV PRIVATE LIMITED [CIN: U67190PB2022PTC056099] is an AMFI Registered Mutual Fund Distributors & SIF Distributor (ARN-249158) & Lokesh Malhotra [ARN-158405] | is an AMFI Registered Mutual Fund Distributor and distributes Mutual Fund schemes under the Regular Plan category. As a Mutual Fund Distributor, we receive commission from Asset Management Companies (AMCs) in accordance with the applicable regulatory framework and scheme-wise commission structures. Applicable commission-related disclosures are made available to investors as required.

Registration with AMFI, ARN registration or empanelment with any AMC does not imply any assurance regarding the performance of any scheme or investment product or any guarantee of returns.

Investment Risks

Mutual Fund and SIF investments are subject to various risks, including market risk, liquidity risk, credit risk, interest rate risk, concentration risk and other risks, as applicable.

Investors should carefully read the applicable Scheme Information Document (SID), Key Information Memorandum (KIM), Statement of Additional Information (SAI), SIF investment strategy-related documents and other relevant documents before investing.

Website Information

Information obtained from publicly available or third-party sources may change and may contain errors or omissions. Simply 3 Capital takes reasonable care in compiling and presenting such information but does not guarantee its accuracy or completeness.

The contents of this website are intended solely for general information and investor awareness and should not be construed as an offer, solicitation, guarantee or assurance of any particular return or outcome.

Download Mobile Apps

Copyright © 2026 Simply 3 Capital . All Rights Reserved.