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Simplifi Wealth is a premier investment management firm focusing on crafting personalized solutions for Ultra High Net Worth Individuals (UHNIs). Our approach simplifies intricate investment strategies while maintaining a refined and sophisticated methodology. By blending expertise and elegance, we ensure the financial success of our esteemed clients.

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About Us

Sunny brings over 12 years of experience in managing multi-asset class portfolios for affluent families. Before founding Simplifi Wealth, he served as the designated Principal Officer with the International Financial Services Centres Authority (IFSCA) regulator, establishing mutual fund distribution through ICICI Bank, GIFT City, where he also led the Retail Business division.