Your Partner in Wealth Creation
Get research-driven guidance and easy-to-use tools that make choosing the right mutual funds clearer and more confident.
About Simply Wealth Associates
Simply Wealth Associates, Simply Mutual Funds
We provide solutions to investment in Mutual Funds and other Investment products as per your requirement and today's economic scenario. We make it Simple for you to understand and track your investments. One stop at Simply Wealth Associates.
More than 10 years of experience in Mutual Funds.
Our Products
OnTrak offers the perfect asset mix to keep your portfolio on track for success - 365 days a year.
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SmartSIP
SmartSIP – a feature that gives you Buy, Sell, and Skip signals for your mutual fund SIPs. Designed to help you earn up to 8% higher returns compared to regular SIPs.
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Make your investments grow with your income. Step Up SIP helps you increase your contribution automatically every year so you can reach your financial goals faster.
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Basket
Get Access to Ready Made Mutual Funds Baskets Designed to Achieve your financial goals based on Time horizon and Target Corpus.
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FD
Discover the advantages of investing in a Corporate Fixed Deposit and secure your financial future with stable returns and minimal risk.
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NPS
A smart and secure way to build your retirement corpus. Enjoy tax benefits, flexible contributions, and market-linked growth.
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Mutual Fund
Diversify your wealth with expert-curated funds tailored to your goals and risk profile.
Invest NowKey Benefits
Goal-Based Investing
Invest with a clear purpose—whether it’s a house, education, or retirement.
Hassle-Free Auto Mandate
Set up your payments once and invest seamlessly without reminders or manual effort.
Flexible Investment Dates
Choose SIP dates that fit your schedule and cash flow.
Smart Investment Calculators
Plan, compare, and forecast your returns instantly with easy-to-use tools.
Calculator
How much you can invest through monthly SIP? (Rs)
How many years will you continue the SIP? (in Year)
What rate of return do you expect? (% p.a.)
Annual Stepup
Let’s Talk
H.NO 125, 2ND FLOOR,POCKET-6,SECTOR-25, ROHINI,
110085, India
+91 9997976620
India
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