About

Who We Are

Our Promise “Committed to provide Timely , Quality and Customised Service”

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.

Core Value

Client Focused

Serving and satisfying clients, and meeting our clients’ needs is always our priority.

Professionalism

Standard, Process, Governance

Accountability

Commitment, Responsibility, Delivery

Integrity

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.

Mission

Founding Team

Soubhagya Kumar Patra

Co-Founder

His intense knowledge about personal finance & more than  a decade of experience in financial services industry experience have been helping Succinct to work towards its core objective which is “Financial Planning”.

His personal interest is to write blogs on personal finance and tax matters. He believes, knowledge within yourself has no worth until it’s shared with others.

  • 13 plus years of experience
  • Post Gradate Diploma in Management (Finance)
  • 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

At Succinct, along with Financial Advisory, he looks after business promotions & operational activities. With more than a decade of experience in financial services industry he has been able to manage both company’s statutory requirements & compliance fulfillment of customer.His personal interest towards technologies have been helping Succinct to reach to target audiences through websites/blogs.

  • 13 plus years of experience
  • Post Gradate Diploma in Management (Finance)
  • NISM Series X-A: Investment Adviser (Level I) Certification Examination
  • NISM Series X-B: Investment Adviser (Level II) Certification Examination

Disclaimers/Standard warnings:

“Investments in securities market are subject to market risks. Read all the related documents carefully before investing.” 

“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”

Still Curious? We would love to discuss!

Email Us at info@succinctfintech.com

Downloads

  • KYC Forms
  • Other Forms

Complaints

Services

Working Hours

  • 9 AM - 6 PM , Monday - Friday
  • 9 AM - 1 PM , Saturday

Compliance