Succinct FinTech Services Pvt Ltd is a Registered Investment Adviser (RIA) under SEBI (Investment advisor) regulations, 2013.
We are the one who pioneered into Fee-Only Financial Planning & Advisory model in India in July 2011. When we say Fee-Only, this means we only charge fees for our advice, preparation of financial plan, recommendation on investments, computation of income, filing of income tax returns. Fee-only clear all doubt and bring more trust since there is no other driver who rides on financial advisor.
It has been a decade serving client across globe. We believe in quality rather than quantity thus our more than 90% retention with existing customer is success story for us so far. Our advice is dedicated to the prosperity of our customers.
Serving and satisfying clients, and meeting our clients’ needs is always our priority.
Standard, Process, Governance
Commitment, Responsibility, Delivery
Ethics, Transparency, Respect.
We must provide the highest level of personalized service with integrity.
Our advice, investments and services must be of superior quality and without any biases.
Continuing education is necessary to maintain the timeliness of investment knowledge, tax laws and financial planning techniques.
We must give something back to the communities in which we live and work.