AMFI-registered Mutual Fund Distributor · ARN 174510
SimpliWealth helps families in Bengaluru put their savings to work through mutual funds — and protect what they have built with term life and health insurance. Plain language, clean paperwork, and someone who picks up the phone.
11 questions, about 4 minutes. Your risk profile PDF reaches your inbox.
What we do
We keep our work narrow on purpose. Investments that compound quietly, and cover that holds up on the day it is needed.
SIPs and lumpsum investments across AMFI-recognised fund houses, mapped to the goals you tell us about — a home, education, retirement.
Pure protection, sized to what your family actually spends and owes — so an income gap never turns into a crisis.
Family floater and senior-citizen cover chosen for claim record and hospital network — not only for the lowest premium.
How we work
No jargon, no pressure to decide in one sitting. Here is what working with SimpliWealth looks like.
A conversation about your income, commitments, timelines and what you are saving towards.
A short questionnaire that puts your comfort with market ups and downs down on paper, in your own words.
Forms, KYC and transactions handled end to end. You sign; we do the running around.
Periodic reviews, statements when you need them, and a number that answers on the first ring.
About SimpliWealth
SimpliWealth is a Bengaluru-based mutual fund distribution practice led by Madhuri Dindakurthi, registered with AMFI under ARN 174510. We work with salaried professionals, business owners and families who want their savings to do something useful — without having to decode an industry that seems to enjoy being confusing.
Most people do not need a clever product. They need a habit they can keep, and cover that holds.
We stay deliberately small. That means you speak to the same person each time, you know exactly what you have invested in and why, and nothing gets processed without you understanding it first. Everything we distribute is a regular, transparent, regulated product — nothing exotic, nothing rushed.
Start here
Our risk profile questionnaire takes about four minutes. Answer 11 questions and you will get a clear profile — Conservative through Aggressive — with an illustrative asset mix. The PDF is emailed to you, and a copy reaches our desk so we can pick up the conversation from there.
Contact
We are in Jayanagar 3rd Block. A phone call is usually the fastest way to get started.
