Key Considerations for Ownership, Taxation & Investments
For many Indian families, wealth is built across generations through property, business interests and investments. A Hindu Undivided Family (HUF) can be relevant in such circumstances because it is recognised as a separate taxable person under Indian income-tax law, subject to applicable conditions.
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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
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.
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