Welcome to SIMPLEFUNDZ
At SIMPLEFUNDZ we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy. We expanded our services keeping in mind client’s needs and benefits.
We are AMFI certified Mutual Fund Distributors and Insurance consultants ,(IRDA Certifications) dealing in various financial products and Insurance products.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer services for personalised Financial Planning and Wealth Management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
-
Our Vision
To be a leading financial services firm in India and across World, known for trust, ethics, and innovation helping people from all walks of life secure a strong financial future.
-
Our Values
Integrity, Client First, Transparency, Empowerment, Continuous Learning, Holistic Growth, Long-Term Partnership.
-
Our Mission
Lorem ipsum dolor sit amet, consectetur.
Products
- Mutual Funds
- Health Insurance
- Life Insurance
- Loans
Mutual Funds
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let’s assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds.
Health Insurance
Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.
Life Insurance
Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.
Loans
Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.
Our Services
FINANCIAL PLANNING
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
WEALTH MANAGEMENT
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
RETIREMENT PLANNING
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.
TAX PLANNING
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
