Wealth Products
Here’s what we bring to the table.
At Simply3 Capital, we're committed to helping you achieve your financial goals and secure your future. Explore our comprehensive range of wealth products designed to meet your unique needs and aspirations.
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
Simply 3 has a unique and proprietary approach . Our filtration process is based on holding discussion with client on their needs, risk and volatility tolerance level, return expectations, past experience and knowledge around investing, acceptability to drawdowns.
- Conservative Mutual Funds
- Balanced / Hybrid Mutual Funds.
- Aggressive Mutual Funds
- Wealth Creation Funds
- Income Generation Funds
- Wealth Preservation Funds
An Investor after having its funds time to grow over a period of 4 to 5 years may start with a systematic withdrawal plan in his chosen fund. These withdrawals can be set on Monthly- Quarterly time frame depending on his requirement. An investor may thus use his wealth corpus to generate periodic cash flows.
- Wealth Creation Funds
- Income Generation Funds
- Wealth Preservation Funds
An Investor after having its funds time to grow over a period of 4 to 5 years may start with a systematic withdrawal plan in his chosen fund. These withdrawals can be set on Monthly- Quarterly time frame depending on his requirement. An investor may thus use his wealth corpus to generate periodic cash flows.
“Solution Based” Mutual Funds Selection
1. Thematic Funds SIP Investing
2. Asset Allocation Funds SIP Investing
3. Small Caps Funds SIP Investing
4. International Funds SIP Investing
5. Smart SIP Investing
6. Power of 3 SIP Investing
SIP Based Investing - SIP or Systematic Investment Plan is the new trend on investing.
Every Individual is benefiting from this Strategy of investing.
At Simply 3 Capital offers SIP Based investing on different Strategies/ Funds
Power of 3 - Combination of three high growth segments to invest in . Indian Financial Services , US Based Technology Sector and hidden small cap companies.
Smart SIP - Client choses to save the money regularly by setting up a SIP in a Debt Fund. At times of Market correction he choses to enter the Markets and invest when NAV is down. This strategy aims to Buy during the months when Market is falling. This strategy is more suitable for investors who want to be observant of the prices at which they are investing.
Asset Allocation Funds SIP- Asset Allocation is the Holy Grail in Investing. Through this strategy investor choses to invest in Asset Allocation Based Funds so that he can have smooth investing experience. He may Chose to invest in Dynamic Asset Allocation Funds or Aggressive Hybrid Funds after understanding the Risk- Return Matrix.
Thematic Funds SIP- Markets are sufficiently evolved in India to offer different themes in India. Click here to have a closer look at these funds.
International Funds SIP- You may chose to invest in Countries like United States, China, Taiwan, Brazil, Europe through mutual Funds. These funds help investors diversify , yet one has to understand the nuances of currency risk before taking a plunge. Have a look at international funds and their performance.
Pre IPO & Unlisted Shares
Simply 3 Capital offers to its clients opportunities to invest in Pre IPO Shares and Unlisted space. Investing in Pre IPO and Unlisted space at right valuations can help investors The uniqueness of our platform is such that we open up the ideas during the times of deep discount Market Valuations on Secondary Markets only. At times of frothy valuations and IPO frenzy we stay away from distributing these offerings to our clients.
Explore the Companies Below
Fixed Income Products
Simply 3 Capital has a diverse Basket of Products and Services on Fixed Income line which it offers to its clients. It offers a wide choice of Bonds like Gsec, PSU Bonds, Tax Free Bonds, Corporate Bonds at one place.
- Fixed Deposits
- Non Convertible Debentures
- Sovereign Gold Bonds
- Corporate Bonds /Perpetual Bonds
- Debentures
- Bonds
- 54 EC Bond
- Sovereign Gold Bonds
- G-Sec, T-Bills & SDL
- RBI Bond
PMS (Portfolio Management Services)
Simply 3 Capital , offer PMS services on referral and distribution basis of the most reputed PMS Strategies in the country. We aim to cater to our HNI client needs by assisting them find the most suitable investment approach they are looking for. We have to offer Discretionary PMS (Portfolio Manager manages the client portfolio/funds with absolute discretion), Non Discretionary PMS (the Portfolio Manager manages the client portfolio/funds as per the directions of the client and cannot act independently). as well as Advisory based PMS (involves advising the client on managing his investments wherein the client manages his own portfolio and takes own investment decision and the portfolio manager just provides non-binding advice/recommendations to the client in respect of the portfolio/funds) on our distribution platform.
AIFs
Alternative Investment Assets, or AIFs, are privately pooled investment vehicles that collect funds from intelligent individuals, both domestic and international, and invest them in line with a predetermined investment philosophy for the benefit of its investors.
Alternative Investment Funds (AIFs) are divided into several categories.
According to the Securities and Exchange Board of India (Alternative Investment Funds) Regulations of 2012, Alternative Investment Funds must register in one of three categories.
Category 1: Invests primarily in start-ups, small and medium-sized enterprises, and any other sector that the government deems economically and socially viable.
Category 2: Alternative Investment Funds (AIFs), such as private equity and debt funds, for which the government or any other regulator provides no explicit incentives or concessions.
Category 3: Alternative Investment Funds, like hedge funds or funds that trade with the goal of making short-term profits, or other open-ended funds for which the government or any other regulator provides no explicit incentives or concessions.
Stock Trading & Broking Services
It is our endeavour at Simply 3 to offer to its clients- world class, technology driven, best in Industry solutions. ICICI Securities is our preferred platform for offering Shares Trading Services to our clients.
Simply 3 Capital along with its Research partners offer- real time market insights and updates on Markets and keep our clients informed. Team Based Relationship Management ensure continuity and rich service experience to our clients.
Open an Account Now to experience the Amazing World of Equity Investing.
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.
