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Amfi registered mutual funds distibutor

Simply 3 Capital

Build, Expand, and Safeguard Your Wealth

Unlocking Wealth Potential with Expert Personal Finance Know-How

“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”

– Warren Buffett

About Me

We are Simply 3 Capital, a dedicated financial product specialists with over 80 years of combined experience in personal finance and wealth management. Throughout our journey, I have developed a deep understanding of the complexities involved in managing and growing personal wealth, making it our mission to help clients achieve their financial goals.

Experience

Our team has had the privilege of working with some of the most prestigious financial institutions in the world, including Citi Bank and Standard Chartered Bank, to name a few. During the time with these organisations, we gained valuable insights and developed robust strategies for wealth preservation and growth. We have helped clients manage their diverse portfolio, investment strategies and financial plans to meet their unique needs.

S3 inner Circle

Register for our private section where you can get some cutting edge insights on the following topics..

Being Relevant to the Markets

This section focuses on understanding the current market dynamics—the trends that the market favors and the areas that fund managers and savvy investors are beginning to explore.

Fund House Portfolio Tracker

This section focuses on how India’s top fund managers and fund houses are navigating the investment landscape.

Fortnightly Market Review and Insights

Understanding the current dynamics of the market is crucial, and this section is designed to help with just that.

Tracking Valuations of Indices

In investing, countless narratives emerge over time, creating a mix of noise, distress, and euphoria. Amidst all this, having reliable data on valuations can be invaluable for making informed decisions.

Reading Between the Lines

The investing world is dynamic, with rapidly changing variables. In this section, I track and dive deep into potential outcomes and implications of various events and news flows. By analyzing these developments, we aim to help investors make more informed decisions about their investments and strategies.

Gain Edge through Investing Strategies

This section focuses on introducing inner circle investors to different concepts, ways, and methodologies so that they become adept at understanding the pros and cons of each strategy and using them to gain an edge in investing.

Research Report & News Insights and Analysis

Research reports from various market participants are shared with clients, along with relevant news and insights. This helps keep investors informed about the latest developments in the investing world, economic trends, and the perspectives of different market participants.

Deep Dive into Funds Style and Framework

This section is all about understanding the style, framework, and methodology of the funds. Different funds within a category perform differently and it emanates from their different style and execution methodology. 

Funds Performance Review

In this section, I closely examine and share the returns and performance of different fund categories. Additionally, I delve into each category to highlight the outliers and laggards over medium to long-term time frames.

Tracking Global Reasearch & Fund Managers

I track a broad spectrum of information for my clients. This includes monitoring insights from global fund managers, analyzing their thoughts shared in various interviews, and deciphering this information to build a comprehensive macro and global perspective. 

Perpectives on Investment Quotes

In this section, I share the studied and researched work of great investors, thinkers, and traders throughout history. The books written on their styles, methodologies, and mindsets offer a treasure of timeless wisdom and learning.

Register for Inner Circle

Why Work With Simply 3 Capital?

Our ability to understand client needs and offer personalized financial solutions has earned us a reputation for excellence in the industry. We are committed to staying abreast of market trends and continuously expanding my knowledge base to ensure that our clients receive the most informed and updated information which helps them in decision making.

In summary, the rich background in personal finance and wealth management, along with the experience working with top-tier banks like CitiBank and Standard Chartered Bank, our team is well-equipped to help you secure and enhance your financial future.

Looking forward for a meeting?