Simply Mutual

We are a boutique private wealth advisory firm providing tailored solutions from the entire financial and physical assets spectrum. We are committed to delivering attractive long term investment returns while minimizing risks

The Opportunity

India is a young and vibrant economy and can create large amount of wealth for all its stakeholders. Capital markets , however complex are the simplest means to participate in this wealth creation process.

The Challenge

The plethora of investment choices makes it hard to pick the winners. Also the temptation to try to time the market has historically proven to be futile.

We make the Simple- Easy

What matters is right asset allocation prescribed for your aspirations, and thereby investing in the right instruments managed by experts.  It’s often the simple solutions that turn out to be the most profitable. At simplymutual we filter the noise to help you make the right investment choice.  We make the art of investment simple and easy.

Our Values

We put our trust in organizations and professionals on the standards of their Value system and capabilities
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Transparency

Measurable and identifiable display of levels of accountability

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Ethics

Compliance to the laws of the land, by letter and spirit

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Group Pedigree

Spotless reputation across the group and inclination to maintain the same

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Team

Team strength in research and analysis

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Size

Size of money managed

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Track Record

Long term track record across products

What we do

Your Guide through every step of the journey

Deepak Mullick

Founder and Chief Wealth Strategist

Deepak has spent more than two decades in the investments industry since 1996, working with the country’s largest wealth creators and witnessing several individuals attempt to achieve their financial goals

His last assignment was a 15 year stint working for HDFC Mutual fund. He was their Business Head for North, South and East India during different parts of this spell which facilitated his passion for travel and to meet people from different parts of the country. This invaluable experience has made him a firm believer in the India growth story and the opportunities that it offers for individuals to participate in the enormous wealth creation which will continue to materialize for decades to come

His experiences also made him realize that there is an overload of irrelevant information, no dearth of wealth destruction products, and an acute scarcity of good advice in the investments industry. Simplymutual is his passionate attempt to bring about a simple understanding of the opportunities and to make long term wealth creation easy

Team & Advisors

We work to make your business start effectively working for you.
Meet the financial and marketing specialists.
Steven Monroe
Steven Monroe
Managing Director
Michael King
Michael King
Finance & Commerce
Romeo Alvarez
Romeo Alvarez
Company Director

Sachin Vinayak

Co-Founder and Chief Business Officer

Sachin is Co-founder and Chief Business Officer at Simply Mutual. He is a seasoned banker with more than two decades of experience across Corporate, Retail Banking and Wealth Management. Sachin has worked in leadership roles with marquee banks including HSBC, Citibank and HDFC Bank. In his last role Sachin was Global Lead – International Customer Onboarding at HSBC

Whilst 20 years in banking gave Sachin a rich experience in various facets of Banking, what really excites him is Financial Markets and Wealth Management, something he has been enthusiastic about since his early college days. He feels passionate about connecting the dots between India’s fast-growing economy and growth in personal wealth of individuals

Sachin is an MBA and CFA from ICFAI, Hyderabad

Team & Advisors

We work to make your business start effectively working for you.
Meet the financial and marketing specialists.
Steven Monroe
Steven Monroe
Managing Director
Michael King
Michael King
Finance & Commerce
Romeo Alvarez
Romeo Alvarez
Company Director

Client's Speak

Gaurav Sood

Deepak follows a simplistic approach and focuses on the fundamentals while managing investments. Working with Simply Mutual has been a great experience as it provided me peace of mind and confidence that my funds are in safe hands.

Gaurav SoodCEO | Sprng Energy Pvt Ltd
Vivek Mishra

Highly recommend simplymutual to anyone who is looking for an honest and logical opinion about a market situation or investment idea. Deepak’s approach compelled me to look at the bigger picture and think long term!

Vivek MishraMD | Premium Pools
Rahul Koul

It has been a great experience working with Simplymutual, the vast experience that Deepak brings to the table gives  significant confidence to make the right choice

Rahul KoulMD | Elan Street

Our Blog

Equity investments – Lazy is the best strategy
Equity investments – Lazy is the best strategy

The best advice that I ever got for my investments was to “leave it alone”. I remember I didn’t want to follow that...

Read More
Sensex@30000 – Value vs Valuation
Sensex@30000 – Value vs Valuation

The value of the sensex is at an all-time high level, but the valuations are trading near long term averages...

Read More
Common Sense
Common Sense

A smart fund manager puts money on what he believes are the best investment ideas today that will play out in the...

Read More

Contact Us

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