Products - Simply3Capital

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Wealth Products

Insurance

Loans and Advances

Estate Planning

MUTUAL FUNDS

Market-linked • Diversified Choices • Multiple Categories

Specialized Investment Funds (SIFs)

Specialised Strategies • Greater Flexibility • Higher Risk

CORPORATE FDs

Defined Tenure • Stated Interest • Issuer-Specific Credit Risk

ESTATE & SUCCESSION SERVICES

Will Writing • Private Trust Formation

Mutual Fund - Lump Sum

Mutual Fund - SIP

Managed Portfolios & Specialized Assets

Equity & Derivatives

Fixed Income

Fire Insurance

Marine Insurance

Machinery Breakdown Insurance

Travel Insurance

Home Insurance

Group Medical Insurance

Health Insurance

Loan Against Securities

Loans Against Property

Home Loan

Vehicle Loan

WILL Witting Services

Private Trust Services

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.

Estate Planning

Protect What Matters Most

Creating an estate plan is one of the most meaningful ways to care for your loved ones and secure your legacy. We’re here to ensure everything is handled thoughtfully — with precision, transparency, and genuine support.

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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