Why are families making less money on their investments?

The understanding of the answer to this question led to the founding of ‘Simplicity Investing’. After analysing many portfolios, we found the following 3 ingredients to be lacking: Strategic, Global, and Simple.

Strategic means that investments should be based on the future, and not the past. For example, invest in Companies or Businesses who will help change your Nation and take it into the future.

Global means that one should invest around the world, because today a Nation’s economy is not local but global.

Simple means that one should not have too many investments in one’s Portfolio, and should adhere strictly to an investment process.

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Services We Offer

Wealth Management

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Financial Planning

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Treasury Operations

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Tax Planning

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Global Investing

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What Our Clients Are Saying

"Simplicity team provided us sound advice on our investments reinforced by timely updates through family meetings, newsletters, invitations to client seminars and talks. I rate them as a very proactive advisory service which has helped us consolidate all our family investments in a professional manner resulting in decent returns year after year."

- Professional Joint Family

"As a medical professional, due to lack of focus, over time, my investments were scattered across multiple products that impacted my returns.  The Simplicity team, with their knowledge base, professional attitude, and exposure to global markets, helped restructure my portfolio that enabled me to focus on my career. The Simplicity team forces you to analyse the future trends and global patterns which helped me personally in my business apart from improving my returns on investments. Today, thanks to Simplicity, I feel secure about my long-term retirement goals…."

- Physician Family

"Being of a conservative mindset, I always felt comfortable investing in safe instruments like Fixed deposits. The Simplicity team spent a long time educating me about the pros and cons of investing in debt mutual funds and equity mutual funds. After more than 6 months, I was comfortable investing a small portion of my money in debt mutual funds. Today, I am convinced about my decision as these products are safe while they also optimize my income tax outgo. I thank Simplicity for their efforts as they fully understood my misgivings and never pushed me or hurried me to take a decision."

- Retired Corporate Executive

"I rate the service quality of Simplicity at international standards with Indian touch. I wanted to buy a business but did not have enough cash to make the bid. Simplicity helped me in managing the surplus cash flow from current business, accumulate and park  the savings which earned a decent tax free income.  Within 4 years I had enough capital to make a bid for the new business venture."

- Business Family

"What attracted me to Simplicity was their focus on research, understanding the impact of Global trends on strategy and executing through a simplified portfolio. My 3+ years of association has borne out that belief. I am a pleased and satisfied client today!"

- IT Professional

Get in Touch

WE WILL HELP YOU BUILD A VISION.

Before you invest, you should have a clear Vision of what you want to achieve – and why. Here are some examples of POOR Visions:
“I will invest aggressively to become as rich as my Friends and Relatives.” (Greed) or
“I will not invest in the stock market and the only place for my money is Bank Deposits.” (Fear)

CONTACT US

Email: [email protected]
Pune Branch:
6, Bhosale Heights, 1195 FC Road,Pune 411005
Tel:+91-98504-63218
Mumbai Branch:
247 Embassy, LBS Rd, Gandhi Nagar, Vikhroli West, Mumbai 400079
Tel:+91 9673582266
Aurangabad Branch:
Shanta Complex,Near,Nutan Colony Rd,Kranti Chowk,Aurangabad 431001
+91 9673587766

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