Company Information

We are a budding, transparent, dynamic and un-biased professional Financial Planning & Advisory Company offering personalized Investment Advisory in a wide range of investment products like Mutual Funds, General Insurance, Tax Saving Schemes, Company Fixed Deposits, Tax Savings and Capital Gains Bonds and a unique scheme called “Parivartan”.

We started our operations on 1st January, 2011 from Kolkata, and now have a full fledged branch in Siliguri too. We cater to all the major States of Eastern India like entire West Bengal, Sikkim, Assam, Meghalaya & Tripura but our Investors are spread across the length and breadth of our country. All our offices are managed by a team of people who are mostly professionals like MBA, CPFA etc. Our entire team is backed with complete knowledge of the products, constant innovation in service & by usage of latest technology in the Customer service department.

SIMPLY INVEST is founded by two finance professionals, Mr.Manoj Garg & Farha Zeba. They both are the veterans in our own respective area of expertise.

Manoj Garg, Ex-Regional Vice President (East) of Tata Mutual Fund, an MBA, Ex-Xaverian has a rich experience of appx. 18 years in the Banking & Financial Services Industry. He has also worked long years as Zonal Head – Third Party Products in ICICI Bank & IDBI Bank, thereby obtaining a fair knowledge of the intricacies of trade from both sides of the table.

Farha Zeba, a Commerce Graduate with host of Professional Degrees has a vast experience of 8 years of core Banking & AMC experience spanning from IDBI Bank, Kotak Securities, Standard Chartered Bank and Tata Mutual Fund.

“If patience is worth anything, it must endure to the end of time. And a living faith will last in the midst of the blackest storm” – Simply Invest is a living example of this same team, which had weathered all the storms together to weave a dream called Simply Invest.

Our focus is to become the most trusted and reliable advisor in the Financial Services sector helping our clients to achieve their financial goals. Our forte has been constant research, unbiased and need based advice. We believe in honest, prompt and courteous service. We are also committed to become the best employer in terms of social upliftment.

We are registered with the AMFI (ARN – 81455) and currently manage a sizeable AUM thereby earning the trust of thousand of investors consisting of whole gamut of Corporate Houses, HNI & Retail investors.

Group Entities

1) Simply Invest Learning Solutions : Education & Trainings
2) Fresh – N – Up : Food Water & Beverages
3) Simply Invest : An Investment Advisory Portal

Our Values

Our Motto :

Our motto is to create, enhance, and protect the Wealth of our esteemed Clients. Our forte has been constant research, unbiased, impartial, self-less and need based advice. We believe in honest, prompt and courteous service. Our focus is to become the most trusted and reliable advisor in the Financial Services sector helping our clients to achieve their financial goals. We follow ethical and transparent business policies and practices. We are also committed to become the best employer in terms of social upliftment.

Our Mission :

One of the great Scholar had once said – “It is best to be initiated into a mantra by a Guru, who will invest it with his own pranic energy” – This is precisely, what we believe in. Simply Invest (RN) aim is to provide plain, simple, straight forward and to the point advice about the current investment avenues & opportunities in India and thereby to become the Most Trusted Advisory Site.

Our Vision :

•  To help the investors in creating wealth.
•  To become most respected Investment Advisor.
•  To create a society of Informed & Enlightened Investors.
•  To spread happiness and well-being across India.

Our Patners :



Our Clientele :

1) Sikkim Power Development Corporation
2) Sikkim Industrial Development & Inv. Corp. Ltd.
3) Bengal Ambuja.
4) Sikkim State Cooperative Bank Ltd.
5) Citizen Urban Cooperative Bank Ltd.
6) State Bank of Sikkim
7) Berger Paints
8) Jalpaiguri Central Cooperative Bank Ltd.
9) Sterlite Energy Ltd.

CSR :

At Simply Invest, we believe that businesses exist to sub-serve larger societal goals. Therefore, their contribution is best measured by the value they create for the society at large, giving beyond traditional P&L statements. We believe that our corporate strategy which embraces societal development as an integral part of our mission of wealth creation for our stakeholders ensures the long term sustainability of our business enterprise.

We undertake CSR activities in every part of the business e.g. Re-use & Re-cycling of paper, going extra mile in our HR section to employ poor & needy persons. We are actively undertaking in Investor Awareness Programmes and frequently conduct classes to spread the Financial Literacy for all the sections of our Society at large.