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 amounts of wealth for all its stakeholders. Capital markets, however complex, are the most appropriate means to participate in this wealth creation process

The Challenge

Finding suitable expertise from within the plethora of choices is a daunting task, as is dealing with your own emotions of fear, greed and hope that hinder common sense

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

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

Think smart, think differently
Think smart, think differently

Rich is a relative term, hence, by definition, very few people can be rich! The most popular money-making ideas and...

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The best things in life are…
The best things in life are…

A nice family vacation, a new swanky car, that dream house – everything costs a lot of money Gym membership, organic...

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Markets – Even better times ahead
Markets – Even better times ahead

Markets are making all time highs nearly every other day and the pace of the rise is creating fears of an impending...

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Contact Us

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