Mutual Funds - Simply3Capital

Mutual Funds

A Wide Range of Investment Choices. Aligned to Your Requirements.

Mutual Funds offer access to professionally managed investment schemes across Equity, Debt, Hybrid, Precious Metals, Global Investing and other categories, subject to the applicable regulatory framework.

At Simply 3 Capital, we facilitate Mutual Fund investments through suitable transaction approaches and scheme options, based on an investor’s assessed requirements.

Investment Approaches

Lump Sum
Investing a defined amount
at one time

SIP
Investing periodically in a disciplined manner

STP
Systematic transfer between eligible schemes

SWP
Systematic withdrawal from eligible schemes

Scheme Categories

Equity | Debt | Hybrid | Precious Metals | Global Investing | Other Categories

Our discussions consider key investor-specific factors, including:

Investment Goal → Time Horizon → Risk Profile → Scheme Suitability

The objective is to help investors understand the relevant scheme features, risks, costs, taxation and liquidity considerations before making an informed investment decision.

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

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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

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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