Unlock the potential of your wealth with our expertise and personalized financial solutions. Navigate the complexities of your financial life with ease and start your journey towards financial freedom today.
Unlock the potential of your wealth with our expertise and personalized financial solutions. Navigate the complexities of your financial life with ease and start your journey towards financial freedom today.
Empowering Future, our journey in excellence
At Simply Wealth, we believe in offering clear and methodical guidance to tackle the complexities of wealth management. Our principles focus on prioritizing your interests, advocating for long-term investments, using a fundamental approach, minimizing costs, and creating well-rounded and diversified portfolios. We are committed to transparency, trust, and customer satisfaction. Our goal is to make smart investing accessible to everyone, raising the standards of wealth management and turning your financial journey into a path of prosperity and security.
Founded by Robin Jain in 2015, Simply Wealth was established to help individuals simplify their financial lives . With transparency, trust, and client satisfaction as our guiding principles, we educate and empower you to make informed financial decisions. Whether you’re new to investing or a seasoned expert, Simply Wealth offers unparalleled value through personalized service and expert guidance.
Robin Jain
Founder
Navigate wealth, Embrace Success
We help you transform your hard-earned money into a lasting legacy with our unbiased advice to protect and grow your wealth. Our investment services pool capital from various investors and strategically allocate it into equities, bonds, and other securities.
Wealth
Management
Investment Advisory​
We help you transform your hard-earned money into multi-generational legacy with our holistic & unbiased advice to protect & grow your wealth.
Estate Plan & Wealth Transfer
Ensuring seamless migration of your wealth to the next generation through
Will & Executorship
Private Trust
Trust Administration
Analytics and Reports
Get access to trusted insights and your wealth anytime through consolidated reporting and the Simply Wealth Mobile App. We carefully analyze and report on every aspect of your finances, offering clear and detailed insights.
Risk
management
Building Wealth, Securing Futures.
Empowering your ambitions with personalized strategies and clear transactions, we make wealth and risk management simpler. Our goal is to protect your financial future with expert guidance and reliable solutions. Join us as we navigate investments and secure your path to prosperity.
Term Insurance
Secure your family’s future with Simply Wealth’s term insurance solutions. Our plans offer flexible coverage and peace of mind, ensuring financial stability during life’s unpredictable moments. Explore our options today and safeguard what matters most to you.
Health Insurance
Discover peace of mind with Simply Wealth’s comprehensive health insurance plans. We prioritize your well-being with tailored coverage options that provide financial security during medical emergencies. Explore our plans and ensure your health and happiness today.
PRODUCTS
Mutual Funds
Benefit from our expertise in mutual fund investments, where we offer access to professionally managed portfolios across various asset classes. Whether you’re looking for equity funds for long-term growth, debt funds for stability, or hybrid funds for a balanced approach, we have solutions to meet your needs. Our team continuously monitors market trends and fund performance to ensure that your investments align with your financial objectives.
Diversification
Reduces risk by spreading investments across a wide range of assets.
Fund Management
Experienced fund managers make investment decisions based on in-depth research.
Accessibility
Allows small investors to access a diversified portfolio offering flexibility and convenience
Tax Benefits
Certain mutual funds, like Equity Linked Savings Schemes (ELSS), offer tax deductions
Fixed Returns
Guaranteed interest rates that provide predictable income.
Flexible Tenures
Options of deposit tenures ranging from a few months to several years.
Tax Benefits
Tax-saving FDs that offer deductions under Section 80C of Income Tax.
Easy Withdrawal
Premature withdrawals are possible, though they may incur a penalty.
Fixed Deposit
Enjoy the stability and guaranteed returns of fixed deposits, ideal for risk-averse investors seeking predictable income streams. With our expertise &Â in-depth research, we provide insights into the best fixed deposit products available in the market, helping you make informed decisions to maximize your returns while minimizing risk.
Insurance
We also specialize in insurance solutions to protect your financial well-being. From health insurance for medical expenses to life insurance for your family’s future security, we offer tailored coverage options to meet your needs. Our expert team will guide you through the insurance process, ensuring you have the right coverage for peace of mind.
Term Insurance
Life insurance provides a crucial safety net, ensuring that your & loved ones are financially protected in the event of your passing. Our team of experts will work closely with you to understand your needs and recommend the most suitable life insurance policy tailored to your circumstances.
Health Insurance
Health insurance offers vital protection against unforeseen medical expenses, ensuring you receive the necessary healthcare without financial strain. Our dedicated team is committed to help you navigate the complexities of health insurance and find a policy that meets your needs.
Knowledge Center
VIDEO CORNER
Your roadmap to Clarity
We provide a comparative analysis to ensure the best options align with your goals. Our focus is on long-term, stable growth through mutual funds and other secure investments.
Absolutely. We tailor our services to meet the unique needs and goals of each client, ensuring personalized and effective financial solutions.
We earn commissions as Mutual Fund Distributors and Insurance Agents. We don’t charge any upfront or annual fees. Our commission rates are very transparent. To view our rates, download our SimplyWealth Commission Rates
Our clients gain peace of mind, and professional management of their investments. We help build robust portfolios, make informed investment decisions, and provide comprehensive risk management.
Yes, you can monitor your investments 24/7 through our reporting tools and the Simply Wealth Mobile App.
We use only regulated financial instruments, adhere to regulatory standards, and provide transparent reporting to keep your investments secure.
We offer health insurance and term life insurance to cover medical expenses and secure your family’s financial future.
Real stories, Real Impact
"Robin Jain's dedication and expertise convinced me to invest in mutual funds despite my initial hesitation. His genuine, unbiased advice has proven beneficial, and I continue to rely on him for my investments."
Anant Balkrishna Kulkarni
"Simply Wealth has transformed my fund management. Robin's trustworthy knowledge and personalized care make a significant difference. I highly recommend Simply Wealth to friends and family."
Bandish Mehta
"Big help in getting financial stability to our family. Especially, when my dad passed away in 2017, I had no clue how to strengthen my mom financially. Robin is a boon to our family in guiding us and coming so far. God bless him with all his love, blessing, peace and prosperity!!!"
Suvarna Majumder
Let's Make Things Happen
Simply Wealth Financial Services Private Limited
CIN No: U65929PN2021PTC200549
ARN No: ARN-274046
Principal Officer
Mr. Robin Jain, Director
Mail: robin.jain@simplywealth.in
Contact: +91-8484070884