OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!

FINANCIAL ADVISOR SERVICES

Do you want a robust personal finance structure, manage taxes or need help in taking financial decisions? We are here for you!

WHY CHOOSE US

Because, we are the one who pioneered into Fee-Only Financial Planning & Advisory model in India. 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.

TRUSTED

Our backbone! Nothing, but keep up the trust & maintain clients’ confidentiality at all the time.

Client First

Key to success is to put our clients’ interest first. Safeguarding their interest is our prime objective.

Unbiased

We work for you only & not influenced by third party. Fee-only approach is the way to be unbiased.

About Us

Succinct FinTech Services Pvt Ltd is a Registered Investment Adviser (RIA) under SEBI (Investment advisor) regulations, 2013.

We believe the best way to fulfil the responsibility as an advisor is to be Fee-Only. This removes as many conflicts as possible and puts us firmly on your side. So is the reason, we are neither associated with any third party to sell/promote financial product nor agents of mutual fund, insurance etc.

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