Incorporated in 2008, Securities Investment Management Pvt. Ltd. (SiMPL) is an investment management firm promoted by Mr.Rajashekar Iyer. The Company is licensed and regulated by the Securities and Exchange Board of India as a Portfolio Manager (Registration no - INP00002940). The registration with SEBI was obtained in September 2008 and renewed on 13th July, 2017. We started accepting clients for our portfolio management service in September 2009 under the product named DEEP VALUE PORTFOLIO (now called SiMPL Multi Cap Value Portfolio).

SiMPL is positioned to offer portfolio management and investment advisory services to high net worth individuals as well as institutional clients.

SiMPL is driven by the value investment philosophy. We select stocks to be included in the portfolio using a bottom-up approach generally ignoring the various expectations of market outlook except to the extent they are reflected in prices.

We are interested in only two things:

• Carefully considering the quality of what we buy, and
• Conservatively evaluating the value of what we buy

Our approach lays considerable emphasis on in-depth company research to evaluate the quality of the businesses the Company is engaged in. This includes considering factors like scalability of business, underlying sound business economics, and quality of its management in terms of strategy, execution and corporate governance. We try to evaluate this by discussions with the Company wherever possible, information from secondary sources and careful reading of published data.

When a Company passes this test we compare the valuation the market is placing on the Company's businesses and assets with our own estimate of their value and generally look for a discount to appraised value. In general we try to buy stocks that reflect a deep discount to our appraisal of value.

Mr. Rajashekar Iyer is the Promoter and Director of Securities Investment Management Private Limited (SiMPL). He qualified as a Chartered Accountant and has over 30 years of experience in the field of equity research, advisory& investment management. During 1996-2000 he worked with Kotak Securities Limited as Head of Research and later as Head of its Institutional Broking business. He also worked as a Senior Executive with Reliance Capital Limited in their management team to develop strategies for their web-based initiatives during 2000-2003.

The investment function at SiMPL is handled by Mr. Ravi Purohit who is a Engineering and Management graduate. He has worked with the Centre for Monitoring the Indian Economy between 2003 and 2006. Ravi has been with SiMPL since 2008.

" To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework." Warren Buffett

“Select stocks to deliver absolute returns over a long period of time rather than focus on relative performance or promise minimum returns”

“Invest for the long term and therefore does not employ any short term strategies”

…and therefore attracts Clients who:

“Look at equity investments as a way to creating long term capital & NOT a tool for making quick & easy money”

“Are not anxious to know where the markets will be in the next week / month or year”

Product details: SiMPL Multi Cap Value Portfolio

• Minimum ticket size: Rs.50 lacs
• Stock selection based of Value Investing principles
• Focus more on Absolute returns, than on relative performance
• Core portfolio with not more than 20-25 stocks
• Always hold some cash in the portfolio depending upon what our outlook on market is.

For fees & charges and other details please refer to the latest Disclosure Document.
You can also download the latest presentation on our PMS –

• SiMPL Multi cap Value Portfolio PPT
  
• SiMPL Small cap Value Portfolio PPT
  

For PMS Fees calculations under the available fee options, please refer to – PMS Fees Calculator.

For Investor Charter in respect of Portfolio Management Services please refer to – Investor Charter.

You can view the latest complaint data by clicking on - Complaint Data.

We can be reached at investorcare@simpl.co.in in case of any additional information needed.

505/506, Laxmi Plaza,
Laxmi Industrial Estate,
New Link Road,
Andheri (W),
Mumbai – 400053
Mobile Nos.: +91 99201 70511 / +91 87797 93642
Landline Nos.: 022 - 4783 3516 / 022 - 4783 3466
Email : investorcare@simpl.co.in
Working Hours: Mon to Fri 09:30 AM to 05:30 PM

Existing clients for any queries, feedback or to request for any of your quarterly reports, please write in to us at: investorcare@simpl.co.in