Simply Mutual

We are a boutique private wealth management firm providing tailored solutions from the entire financial 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

Understanding capital markets with all the risks and volatility can be difficult. Finding the right expertise from the plethora of choices is a daunting task, as is dealing with your own emotions of fear, greed and hope

We make the Simple- Easy

We offer simple solutions to overcome the challenges. Solutions that are tailor made to individual needs, aspirations and stage in the career cycle

Our 1% formula has benefited many families plan out their finances better

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 at HDFC Mutual fund. He was their Business Head for North, South and East India during different parts of this spell which drove his passion for travel and to meet people from various sectors of the economy. 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 wealth creation for decades to come

Deepak’s 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 an easier understanding of the opportunities and to make long term wealth creation simple

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

India’s business DNA – Resilient!
India’s business DNA – Resilient!

We get our gene pool from one of the only surviving ancient civilizations. The people of the Indus valley...

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Investments during the crisis
Investments during the crisis

Today, on the 27th of March 2020, as we enter a critical phase of mankind’s deepest crisis, stock markets over the...

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Happy New Year Samvat 2076
Happy New Year Samvat 2076

दीप से दीप जले This Diwali, may Goddess Lakshmi illuminate our lives with happiness, peace and prosperity Team...

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Contact Us

get in touch and discuss