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About Simplifi Wealth
Our Key Beliefs
Simplifying Wealth Globally
We believe that the essence of wealth management lies in simplifying solutions so they are easily understood and can be smoothly passed on to future generations.
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Clients as Partners
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We view our clients as partners in a collaborative journey, where successful investing is built on trust, clear communication, and transparency.
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Unbiased Guidance
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Our independence allows us to offer unbiased advice, ensuring we are aligned with your interests as we select and collaborate with the best institutions and managers suited to each unique aspect of your family’s wealth.
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Common Sense Investing
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Experience has taught us that common sense is key to investment success. If something doesn’t make sense, we simply don’t pursue it. For us, it’s just good, old-fashioned wisdom.
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Sophisticated yet simple
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We help our clients navigate market cycles, trends, and noise through an investment philosophy that combines sophisticated strategies with straightforward execution.
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Sunny Behl
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.
Sunny’s career includes significant international experience in South Africa, where he held the position of Private Banking Regional Head for the Southern Africa market, managing key cities like Johannesburg, Cape Town, and Durban, as well as important neighboring markets such as Botswana and Ghana. He was also the designated Key Personnel with the Financial Sector Conduct Authority (FSCA), the South African regulator.
Sunny has expertise in managing both domestic and global portfolios, drawing from his extensive experience handling client portfolios in the UAE, Singapore, South Africa, and India.
Earlier in his career, Sunny was a Branch Manager and Investment Specialist with ICICI Bank in South Delhi.
Sunny holds a Master’s in Business Administration from the Fore School of Management, New Delhi, and a Bachelor’s in Computer Science from the Technological Institute of Textile & Sciences, Bhiwani.
