Wealth Products
Here’s What We Bring to the Table
At Simply 3 Capital, we are dedicated to helping you achieve your financial aspirations and build a secure future. Discover our diverse range of wealth products, thoughtfully curated to cater to your unique goals and financial needs.
Our Products
Get Access to a Pool of High-Demand Financial Products
Make a stream of passive income till your Prospect is investing through you.
01
Mutual Fund Lumpsum
02
Mutual Fund SIP’s
03
Portfolio Management Services
04
Alternate Investment Funds
05
Unlisted Shares / Pre-IPO
06
Share Trading Services: Delivery
07
Share Trading Services: Derivatives
08
Bonds
09
Sovereign Gold Bonds
10
Capital Gain Bonds
11
Corporate Fixed Deposits
12
NCD’s (Non-Convertible Debentures)
13
Term Insurance
14
Health Insurance
15
Life Insurance
16
General Insurance
17
Fire Insurance
Mutual Funds
At Simply 3 Capital, we adopt a unique and proprietary approach to mutual fund investments. Our meticulous filtration process involves in-depth discussions with clients to understand their specific needs, risk tolerance, volatility preferences, return expectations, past investment experiences, knowledge of financial markets, and comfort with potential drawdowns. This ensures personalized and effective investment strategies tailored just for you.
At Simply 3 Capital, we offer a refined approach to mutual fund selection, ensuring investments align with your financial goals, risk tolerance, and time horizon.
Disclaimer:Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
- Conservative Mutual Funds
Designed for investors seeking stability and low risk, focusing on wealth preservation. - Balanced / Hybrid Mutual Funds
Offer a blend of equity and debt investments, ideal for moderate risk-takers aiming for steady growth. - Aggressive Mutual Funds
Geared towards high-growth opportunities, suitable for risk-tolerant investors seeking long-term gains.
- Focus: Safeguarding capital with minimal risk.
- Features:
- High debt allocation with returns in the range of 6%-9% per annum.
- Typically part of asset allocation models with equity exposure not exceeding 30%.
- Ideal For: Investors prioritizing wealth stability over growth.
- Focus: Long-term growth through equity investments.
- Features:
- Equity-oriented funds targeting returns of 15% or more per annum.
- Accompanied by higher volatility.
- Suitable for a time horizon of over 5 years.
- Ideal For: Investors aiming for significant wealth accumulation.
- Focus: Steady income with balanced risk.
- Features:
- Asset allocation-based funds targeting returns of 10%-12% per annum.
- Moderate volatility, suitable for a time horizon of 2-5 years.
- Ideal For: Investors seeking periodic cash flows from their corpus.
By aligning investment choices with specific objectives, Simply 3 Capital empowers you to make informed decisions tailored to your financial aspirations.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
- Focus: Long-term equity growth.
- Features:
- Equity-oriented funds targeting returns above 15% per annum.
- Accompanied by high volatility.
- Suitable for investors with a time horizon of over 5 years.
- Ideal For: Building significant wealth over the long term.
- Focus: Balanced growth with periodic income.
- Features:
- Asset allocation-based funds with a return range of 10%-12% per annum.
- Moderate volatility.
- Suitable for investors with a time horizon of 2-5 years.
- Ideal For: Investors seeking steady income from their investments while maintaining a balanced risk profile.
- Focus: Capital protection with minimal risk.
- Features:
- High debt allocation, providing returns in the range of 6%-9% per annum.
- Equity exposure limited to a maximum of 30%.
- Ideal For: Investors aiming to safeguard their wealth while earning consistent returns.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
- Focus: Invest in a blend of three high-growth sectors.
- Features:
- Indian Financial Services.
- US-Based Technology Sector.
- Emerging small-cap companies.
- Ideal For: Investors seeking diversified exposure across high-potential segments.
- Focus: Tactical investing during market corrections.
- Features:
- Regular contributions to a debt fund.
- Enter equity markets when the NAV is low, taking advantage of market dips.
- Suitable for investors who prefer to monitor market trends.
- Ideal For: Observant investors aiming to “buy low” during falling markets.
- Focus: Diversification across asset classes for smoother returns.
- Features:
- Investment in Dynamic Asset Allocation Funds or Aggressive Hybrid Funds.
- Balances risk and return based on market conditions.
- Ideal For: Investors seeking a balanced portfolio and consistent growth.
- Focus: Investing in specific market themes.
- Features:
- Opportunities to invest in evolving market trends.
- Choose funds targeting sectors like renewable energy, infrastructure, or technology.
- Ideal For: Investors looking for targeted growth in niche markets.
- Focus: Global investment diversification.
- Features:
- Exposure to international markets such as the US, China, Brazil, and Europe.
- Potential for high growth but requires understanding of currency risks.
- Ideal For: Investors aiming to diversify portfolios globally.
Systematic Investment Plans (SIPs) are becoming the preferred investment choice for individuals looking for disciplined, goal-oriented wealth creation.
At Simply 3 Capital, we offer tailored SIP strategies to match your financial goals:- Regular Savings:Build a consistent investment habit.
- Flexibility: Choose from a wide array of funds.
- Risk Management: Invest strategically with options like Smart SIPs and Asset Allocation Funds.
Start your SIP journey today and experience the power of disciplined investing!
Pre IPO & Unlisted Shares
Our Unique Approach
- We focus on value-driven opportunities, offering ideas during periods of deep discount market valuations in the secondary markets.
- During times of frothy valuations or IPO frenzy, we prioritize client interests by refraining from distributing such offerings.
With a commitment to prudent investment strategies, Simply 3 Capital ensures you access high-quality opportunities in the Pre-IPO and unlisted share market.
Explore the Companies Below
Fixed Income Products
Simply 3 Capital offers a comprehensive range of fixed-income products, providing our clients with a variety of investment options to meet their financial goals. Our offerings include a selection of bonds, fixed deposits, and other fixed-income securities, all available in one place.
- Fixed Deposits
- Non-Convertible Debentures (NCDs)
- Sovereign Gold Bonds
- Corporate Bonds / Perpetual Bonds
- Debentures
- Bonds
- 54 EC Bonds
- G-Sec, T-Bills & SDL
- RBI Bonds
At Simply 3 Capital, we provide diversified fixed-income investment options tailored to suit your risk preferences and financial goals.
Portfolio Management Services (PMS)
We offer the following PMS options:
- Discretionary PMS:The portfolio manager manages the client's portfolio with full discretion, making investment decisions on behalf of the client.
- Non-Discretionary PMS:The portfolio manager manages the client's portfolio based on the client's directions and cannot make independent investment decisions.
- Advisory-Based PMS:The portfolio manager provides advice and recommendations, but the client is responsible for making investment decisions and managing their portfolio.
At Simply 3 Capital, we ensure that our clients have access to the right PMS solutions tailored to their investment objectives
Alternative Investment Funds (AIFs)
AIFs are classified into three categories by the Securities and Exchange Board of India (SEBI) under the Alternative Investment Funds Regulations, 2012:
- Category 1:AIFs that primarily invest in startups, small and medium-sized enterprises (SMEs), and other sectors deemed economically and socially viable by the government. These funds are typically seen as having a positive impact on the economy.
- Category 2:AIFs, such as private equity and debt funds, that do not receive specific incentives or concessions from the government or regulators. These funds focus on providing capital to firms at various stages of their growth cycle.
- Category 3:AIFs, like hedge funds, that are designed to achieve short-term profits through trading and other speculative strategies. These funds are generally more aggressive and do not receive explicit incentives or concessions from the government.
Stock Trading & Broking Services
At Simply 3 Capital, we are committed to providing world-class, technology-driven solutions to our clients. Through our partnership with ICICI Securities, we offer seamless and efficient share trading services, enabling clients to trade with confidence and ease.
Along with our research partners, we provide real-time market insights and updates, ensuring that our clients stay informed of the latest market trends and developments. Our team-based relationship management approach ensures a consistent, personalized, and enriching service experience, maintaining continuity and fostering long-term relationships with our clients.
Interested?
Reach Out to Our Experts
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.
