Investment Advisory
Independent Investment Advisory

Helping great businesses
find the right capital.

Simple Wealth is a pure advisory firm. We advise founders, promoters, and investors on fundraising, M&A, and secondary transactions — with no conflicts, and deep conviction in the companies we work with.

We are a pure advisory firm. Simple Wealth does not manage or deploy capital. We act exclusively as advisors — providing independent, conflict-free counsel on fundraising, transactions, and strategy.

We believe depth
beats breadth.

Great advisory is not about the volume of mandates. It is about the quality of attention, the honesty of counsel, and the depth of understanding brought to each engagement. We take fewer mandates on purpose.

I

Companies Need Investors Who Understand Them

The right capital partner is not just about cheque size. We invest significant time understanding what each company truly needs — matching them to investors who will be genuinely aligned over the long term, not just for the next round.

II

Quality Over Quantity, Always

We work with a deliberately small number of clients at any time. This is not a constraint — it is a commitment. Every founder and investor we work with gets, and deserves, our complete and undivided attention.

III

Honest Over Convenient

The hardest part of good advisory is saying what clients need to hear, not what they want to hear. Candid, independent counsel — even when uncomfortable — is the most valuable thing we can offer.

We understand what
builds a deeptech company.

Early-stage deeptech businesses have fundamentally different capital needs, timelines, and investor profiles. R&D cycles, IP structuring, patient capital requirements — we navigate this with founders building hard things for the long term.

Long Gestation, Patient Capital
Deeptech requires capital partners who understand R&D cycles — often 3–7 years before commercialisation. We identify investors who won't push for premature exits or milestones that don't fit the science.
IP and Technology Valuation
Valuing early-stage IP is notoriously complex. We help founders articulate technology moats, defensibility of patents, and differentiation clearly — to capital allocators who may not be domain experts.
Grant & Non-Dilutive Capital
India's deeptech ecosystem has expanded government funding — from DST and BIRAC to ISRO and DRDO adjacencies. We help founders access non-dilutive capital alongside private rounds.
Sector-Aware Investor Matching
Not every VC understands semiconductor design, synthetic biology, or advanced materials. We curate conversations specifically around investors with genuine domain expertise — not just AUM.
Strategic Corporate Partnerships
Corporate strategics are often the right fit for deeptech — providing market validation, distribution, and technical collaboration. We facilitate these relationships carefully, protecting founder interests.
Founder-Friendly Term Structuring
Milestone-linked tranches, licensing agreements, and hybrid instruments are common in deeptech. We help founders negotiate structures that reflect the unique risk profile of their business.
🔬

Our deeptech advisory spans Climate & CleanTech, Space & Defence, Advanced Manufacturing, Semiconductors, AgriTech, HealthTech, and AI/ML infrastructure — with a particular focus on early-stage companies building in India for the world.

What we advise on.

Independent advisory across the capital lifecycle. We do not invest, manage funds, or take board seats as investors — ensuring our counsel is always fully aligned with our clients.

01
Fundraising Advisory
End-to-end advisory on growth equity and late-stage fundraising. From investor positioning and materials, to term sheet negotiation and closing — connecting companies with capital partners who genuinely fit.
02
M&A Advisory
Buy-side and sell-side M&A including business sale processes, strategic acquisitions, and merger structuring. We handle complexity with rigour and protect our clients' interests at every stage.
03
Secondary Transactions
Liquidity solutions for existing shareholders — founders, early employees, angels, and institutional investors. We facilitate clean secondary sales to informed, aligned buyers who understand the business.
04
Strategic & Board Advisory
Long-term, senior-led counsel for founders and promoters navigating key inflection points — scaling, succession, competitive positioning, or preparing for a major capital or liquidity event.

Two sides of every
great transaction.

We serve both companies seeking capital and investors seeking access — always as independent advisors, with no conflicts of interest on either side of the table.

For Companies
Founders &
Promoters
  • Growth capital fundraising — finding the right investor, not just any investor
  • Secondary liquidity for early employees, angels, and legacy shareholders
  • M&A advisory for strategic acquisitions, mergers, or full business sale
  • Deeptech fundraising with sector-literate, patient capital partners
  • Pre-transaction strategy to maximise valuation and terms
For Investors
Family Offices,
VCs & HNIs
  • Curated private market deal flow — quality companies, not broad pipeline
  • Secondary market access to VC-backed and promoter-held businesses
  • Co-investment opportunities alongside institutional partners
  • Portfolio advisory — independent assessments of private holdings
  • Direct introductions to founders and management teams

Let's have an
honest conversation.

We keep our calendar open for first conversations. No pitch, no obligation — just a candid discussion about whether we can genuinely be of value to you.

Our Offices
Delhi
Bengaluru
Mumbai
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