Simplicity Investing Advisors is managed by an experienced and professional Team that is focused on providing Clients with an exceptional Investment Advisory experience. Our Team actively participates in the financial lives of our Clients and guides them on their investment decisions with thoughtful analysis, sound judgement, and relentless follow-through. We are committed to personalized service, objectivity, transparency and, above all, SIMPLICITY. We began with one simple goal… to partner with our Clients on a journey to Financial Freedom. We focus on the future, take a global view and minimize complexity. Our approach is comprehensive and holistic - and our key ingredients to a Client’s Portfolio are Strategic. Global. Simple.
Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.
- Steve Jobs
Rashmi Shah is a Chartered Accountant (India) and CPA (USA) with over 30 Year's experience in Organization Building, Strategic Planning, and Investments. He has worked in India and the USA for Fortune 500 companies and for Clients from across the world.
As a founder of Simplicity, his vision is to create a financial institution with a global knowledge base, transparency and focus on wealth creation. Throughout his career, he has mentored many financial professionals around the world. His family lives in the USA. He is also a professional Table Tennis Player and a LEGO Builder.
Vijay Mainkar is an Independent Director and a Founder Member of Simplicity. Mr. Mainkar is also on the Board of Directors of other Companies like Sanghvi Movers Limited, Saj Test Plant Private Limited. He is a Chartered Accountant and has worked as an Executive Finance Head at Bharat Forge.
At Simplicity, he helps in overseeing the finance and mentoring the younger generation of Employees on business ethics and values. In his spare time, he volunteers to help Writers get their works published.
Steve Attri is a Founder Member and part of the Management Team at Simplicity. Raised and educated in the U.S., his specialty is Business Development & Marketing. The name “Simplicity” and the logo were among his early contributions.
By qualification, he is an Engineer and MBA. Global Companies he has worked for include Boeing, United Technologies, Lennox, and Emerson. From an early age, Steve had a passion for Personal Finance and has studied the subject of wealth-building on his own. He believes in disciplined investing, to limit greed and fear, for building financial independence. He is excited to be part of a Company where the Client comes first and ethics are valued above all. Steve lives in Dallas, Texas, USA, with his wife and two daughters.
Jaideep Navinchandra Marathe, Chartered Accountant, is a Member of the Marathe Group of Industries, a Family which is a pioneer in the Textile Industry.
Using his business background and professional education, Jaideep is focused on the Business Development and Marketing functions at Simplicity. He also works with clients on analyzing their existing portfolios and re-structuring them to optimize returns. He loves playing Football and his life (as per his Wife) revolves a lot around the Game. He also loves to travel a lot, in India and Abroad and plays Computer Games. His ultimate goal in life is ‘to be happy’.
Sanket Sunil Shingvi is a member of The Institute of Chartered Accountants of India. He started his career in 2011 and has an experience of 5 years of Practice in the financial sector.
Sanket brings a wealth of experience on Data Analytics, Client servicing and Strategy execution to his role at Simplicity Investing. He is also responsible for mentoring back office personnel to meet client expectations. Sanket belongs to a Business Family based in Pune, which specializes in wholesale supply and export of Groceries. He is very passionate about Adventure Sports and Football!! With a desire to learn and spread knowledge, Sanket inspires to earn the same reputation globally by providing high quality service in his field of work.
Dhananjay is a MBA in Finance who has more than 4 years’ experience in the Financial Markets domain. Earlier he worked as a wealth manager and equity advisor where he focused on fundamental analysis, and arriving at the intrinsic value of stocks through different financial models.
At Simplicity, Dhananjay heads the Equity Desk focused on direct stock purchase and sale for clients including detailed analysis and research to identify value stocks to include in the portfolio. He loves reading especially fiction, travelling to places with the intention of understanding their history and loves talking to people from various cultures and different background.
Pooja is a member of The Institute of Chartered Accountants of India. She has over 3 years of experience in Financial Accounting and Compliance with GKN Sinter Metals Private Limited.
She is passionate to add value to people’s life. She enjoys talking and listening to people and is creative in finding solutions. She is a Business Development manager at Simplicity using her technical education and passion to develop and expand Simplicity’s reach. She likes to travel and explore new places and socialize with different cultures. She is part of the “Spit free India” campaign as she feels our Country deserve better treatment from its citizens.
Priya Nihalani is a Post Graduate Diploma holder in Financial Management having more than 10 years working experience, part of it with Religare Securities.
She is a Business Development manager at Simplicity using her considerable experience in Sales and Business Development to market the Simplicity concept and help convert prospects to clients.
In addition, she is passionate about teaching young children and is also pursuing Yoga certification highlighting the significance of health in today’s stressful times.
Rupali is a B.Sc. Graduate with extensive experience in banking and managing financial back office operations. She has over 5 years of experience working for the Banking Industry.
At Simplicity, Rupali oversees all back-office operations related to client’s investments and follow up. She has good administrative and problem solving skills and is detail oriented. She is a keen learner and a good communicator. Rupali is very organized, maintains a good work life balance and loves to play with her daughter.
Conceptualization of the ‘Simplicity Investing’ Business Model.
Simplicity Investing Advisors (India) Private Limited incorporated with Headquarters in Pune, India.
Simplicity Investing acquires its 10th Client.
Number of Clients acquired crosses 25, including Clients from outside Pune.
- Simplicity Investing becomes a profitable Venture.
- Use of technology becomes the backbone of Operations.
‘Systematic Investment Plan or SIP’ Book crosses INR 25 Lacs per Month.
- Total Assets Under Management (AUM) crosses Rs 5,000 Lacs.
- Number of Clients acquired crosses 250, including Overseas Clients.
- Total Assets Under Management (AUM) crosses Rs 10,000 Lacs
- ‘Systematic Investment Plan or SIP’ Book crosses INR 80 Lacs per Month
- Number of Clients acquired crosses 400, including Overseas Clients
- Simplicity starts conducting ‘Financial Wellness’ Sessions across Corporates
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)