Company Information

Get to know Simontra: Simple Money Mantra

Founded by Anup Kumar Singh, Simontra is a fee-only financial advisory firm registered with the Securities and Exchange Board of India (SEBI). The company's mission is to provide unbiased, data-driven, and process-oriented financial advice to help individuals and families achieve their financial goals and attain financial freedom. They specialize in comprehensive financial planning, goal-based investing, retirement planning, and portfolio management, emphasizing a conflict-of-interest-free approach.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Simontra: Simple Money Mantra

India

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.