
Steps Involves in Financial Planning
New Standard in Comprehensive Financial Advisory
A fiduciary responsibility, a thorough review of your current financial situation which involves and understanding of your financial goals and then development of a plans to achieve them.
Fees Structure
SEBI has proposed two fee models, i.e. Asset Under Advice (AUA) mode and the Fixed Fee mode. In the AUA mode, a maximum of 2.5 per cent of AUA per annum can be charged. In the fixed fee mode, a maximum fee of Rs 1.51 lakh per annum can be charged.
At Succinct, we have embraced the Fixed Fee model, which is not linked to AUA. Under this model we cater to the unique needs and complexities of each client. Our focus is on providing comprehensive and tailored financial planning and investment advisory services.
Please note that the annual retainer fees may be subject to change, and any amendments will only take effect after the completion of the current 12-month subscription period.
If you have any further questions or would like to learn more about our services, feel free to get in touch with our team. We are always here to assist you with your financial goals.