About Us
Succinct FinTech Services Pvt Ltd is a Registered Investment Adviser (RIA) under SEBI (Investment advisor) regulations, 2013.
We started our journey 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.
Vision
Our vision is to be Trusted, Reputed and Successful advisory company primarily in fee-only space where client’s interest come first. We also want to focus on financial education which reaches to the right people in right time.
Mission
We are targeting to ensure everyone have access to financial wellness in India and each individual have their goal and objective met with robust financial planning.
Meet the Founders
Soubhagya Kumar Patra
Co-Founder
EXPERIENCE
- 13 plus years of experience
EDUCATION
- Post Gradate Diploma in Management (Finance)
CERTIFICATION
- CERTIFIED FINANCIAL PLANNERCM from FPSB India
- NISM Series X-A: Investment Adviser (Level I) Certification Examination
- NISM Series X-B: Investment Adviser (Level II) Certification Examination
- NISM Series-XV: Research Analyst Certification Examination
Bhuvaneshwer Prasad
Co-Founder
EXPERIENCE
- 13 plus years of experience
EDUCATION
- Post Gradate Diploma in Management (Finance)
CERTIFICATION
- NISM Series X-A: Investment Adviser (Level I) Certification Examination
- NISM Series X-B: Investment Adviser (Level II) Certification Examination