Keep it Simple. Let’s Talk !
In Collaboration with
Trust. Knowledge.
Service. Experience.
Simplify Your Investments.
Design Your Own Risk & Reward.
AMFI Registered Mutual Fund Distributor
Data is Key.
Data is NOT just about which are the best top 5 performing funds !
Data includes, what/how the Investor is.. You ! Let’s Talk to understand what your actual needs are, to help you figure the best financial product for Yourself !
A Few Good Funds !
Category | Fund | 1 Yr % | 2 Yr % | 3 Yr % | 5 Yr % |
Large & Mid Cap | ICICI | 19.2 | 16.3 | 30.0 | 16.2 |
MO | 24.4 | 12.7 | 28.7 | -- | |
SBI | 15.9 | 14.8 | 27.7 | 16.3 | |
Flexi Cap | HDFC | 21.5 | 19.5 | 32.3 | 16.3 |
FRANKLIN | 18.5 | 13.1 | 28.2 | 14.5 | |
PPFAS | 20.0 | 9.1 | 23.3 | 18.8 | |
Multi Cap | NIPPON | 25.9 | 22.3 | 36.3 | 17.6 |
ICICI | 20.9 | 13.1 | 27.5 | 13.6 | |
KOTAK | 19.7 | 12.6 | -- | -- | |
Multi Asset | ICICI | 18.0 | 13.5 | 27.8 | 16.8 |
HDFC | 10.8 | 6.7 | 14.0 | 13.0 | |
QUANT | 8.0 | 10.5 | 24.9 | 21.1 |
An Inspiring Story- Told to Me by a Fund’s Senior Manager
Investing just Rs.1000 per month, for 50 Years, and assuming moderate market growth of 13% CAGR will lead to Rs. 5 Crores 98 Lakhs !
What’s the Story ? Following -
a.) Apparently, there was this housekeeping staff at a fund house’s branch office, wondering what can he do so that he can lift his family from poverty.
b.) Staff asked him if he can invest as little as Rs.1000 for 25 Years for the sake of his family. In next 25 Years, his son ( about 4 years old then ) will be of earning age, and if he too can invest Rs.1000 for another 25 Years. Assuming market grows at current rates & no withdrawals, his dream can be realized !
What’s Inspiring about it ?
For someone who can only invests Rs.1000 for 50 years, projected returns of Rs. 5.98 Crores can really change trajectory of their life for better !
Takeaway !
Right Direction + Time + Consistency = Wonders ! Fortunately, we can do much more. While there is no guarantee in the world of finance, the probability is way high !
More Products !
Alpha & Core - 26 % CAGR 2Y NS MidSmallCap -19% CAGR 3Y AAA EmergingBiz - 39 % 11 Mon MarcellusMeritorQ- 24 % 7 Mon Purnartha GARV - 22 % 10 Mon ....... and much more ! | Central / State Gov Offers 6.54 % GS 2032 - 7.33 % 7.64 % UP SGS 2036 - 7.61 % State Guaranteed Bond Offers 10.55% Meghalaya - 9.24 % 9.62% AndhraPradesh -9.09 % Corporate Bond Offers 13.5 % Asirvad Micro - 11 % 10.0 % Nido Home - 10.61 % ..... and much more ! Click XLS Icon for details. | Gold Accumulation Plan ( GAP )Gold Savings Fund that invests in physical Gold of 99.5% purity. Click for more details ! Sovereign Gold Bonds RBI Issued Gold Bonds issued on behalf of Gov Of India, tracking physical gold price + 2.5% interest p.a on initial investment amount . Click for more details ! |
NRI / OCI Corner !
Yes ! - NRI/OCI Persons can invest in Mutual Funds in India.
2 Broad Categories of NRI/OCI residing in -
a.) US / Canada - can invest in most AMCs in Offline Mode.
b.) * Most Other Countries - can invest in most AMCs in regular Online Mode.
*Except ‘High Risk Countries Declared by FATF’. Click here for details.
For US/Canada, Offline Mode of Investment - doesn’t necessarily mean physically visiting India. Simply means Client’s Signature on hard copy of Forms and few other documents hard copies. We can send soft copies over email, Clients can take printouts and send signed copies via courier.
For US / Canada - here is the list of AMCs accepting investments in Offline Mode.
I am a Computer Engineer, turned IT Professional, turned into a full time AMFI Registered Mutual Fund Distributor. While managing my own and my Family and Friend’s investments, I saw the gap and opportunity to be in the field of distributing financial products and decided to make a career out of it.
This is my way of bridging the gaps I saw, and at the same time participate in India Growth Story !
Customer Feedback !
Beginner friendly and trust worthy. Info needed is given upfront & clearly explained on-boarding. Helped with mandates & post transaction services. Pro-active in resolving issues. Would recommend anyone who wants to start their investment journey with Jitendra.
Jai @ Chennai
Investment Decisions were Simplified. The whole process of On-boarding creating Account and Investing was Simple & Effective.
HARI @ PUNE
Trust is a major factor while making decisions, followed by Service, Knowledge and Experience. I am pretty happy to get all those attributes with Simplify My Investments.
NAGENDRA @ LONDON
A newbie always struggles to understand the investment terms and process. But here at simplify you will have smooth on-boarding and trust worthy investment experience for your hard earned penny
VIKRAM @ PUNE
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Kharadi, Pune, Maharashtra, India - 411014.