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.

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Our Products

Get Access to a Pool of High-
Demand Financial Products

Mutual Fund

✓ Growth - Diversified Equity, Thematic, Factor & Sector Funds
✓ Growth - with Stability

Managed Portfolios & Specialized Assets

✓ Specialised Investment Funds - SIFs
✓ Portfolio Management Services - PMS
✓ Alternate Investment Funds - AIFs

✓ Global Investing
✓ GIFT City Products
✓ InvITs, REITs, ETFs.

Equity & Derivatives

✓ Share Trading - Delivery
✓ Derivatives (Futures & Options)
✓ Portfolio Hedging
✓ Unlisted Shares - Pre IPO

Fixed Income

✓ Debt Mutual Funds
✓ Bonds: RBI Bonds, Capital Gain Bonds
✓ Corporate: NCDs (Primary/Secondary), Corporate Fixed Deposits

Equity & Derivatives

🗸 Share Trading – Delivery
🗸 Derivatives (Futures & Options)
🗸 Portfolio Hedging
🗸 Unlisted Shares – Pre IPO

Fixed Income

🗸 Debt Mutual Funds
🗸 Bonds: RBI Bonds, Capital Gain Bonds
🗸 Corporate: NCDs (Primary/Secondary), Corporate Fixed Deposits

Mutual Funds

  • Growth - Diversified Equity, Thematic, Factor & Sector Funds
  • Growth - with Stability

Managed Portfolios & Specialized Assets

  • Specialised Investment Funds - SIFs
  • Portfolio Management Services - PMS
  • Alternate Investment Funds - AIFs
  • Global Investing
  • GIFT City Products
  • InvITs, REITs, ETFs.

Equity & Derivatives

  • Share Trading - Delivery
  • Derivatives (Futures & Options)
  • Portfolio Hedging
  • Unlisted Shares - Pre IPO

Fixed Income

  • Debt Mutual Funds
  • Bonds: RBI Bonds, Capital Gain Bonds
  • Corporate: NCDs (Primary/Secondary), Corporate Fixed Deposits

Interested?
Reach Out to Our Experts

Let's Connect

We offer you the advantage of our extensive experience,
deep insights, and thorough understanding of the
financial products.

SIMPLY 3 FINSERV PRIVATE LIMITED [CIN: U67190PB2022PTC056099]
AMFI Registered Mutual Fund Distributors (ARN-249158)

9779733365/ 9779010765
info@simply3capital.com

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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 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.

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