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Fee-Only Model
Succinct | SEBI RIA INA200008705

A Transparent Fee-Only Advisory Model

We operate under a fee-only advisory structure where compensation is paid directly by clients. We do not earn commissions, distribution incentives, or product-based income.

SEBI Regulatory Framework

Under SEBI (Investment Advisers) Regulations, advisers may charge under:

• Asset Under Advice (AUA) model
• Fixed Fee model (within regulatory cap)

Eliminating Conflicts Through Structure

In a fee-only advisory model, compensation is paid directly by clients. We do not earn commissions, referral income, or product-linked incentives.
This structure aligns our advisory responsibility solely with client interests and reduces embedded conflicts.

Why Fee-Only Enhances Objectivity

• No commission-linked recommendations
• No product distribution bias
• No revenue linkage to asset allocation
• Transparent engagement terms

Our role is advisory—not distribution.

Engagement Overview

First Year Engagement:
Comprehensive financial review, structured advisory recommendations, and ongoing financial planning & investment oversight.

Subsequent Years:
Annual retainer structure for continued advisory oversight, review, and structured guidance.

Explore our:

  • Our Advisory Framework

  • Retirement Planning Framework

    • Frequently Asked Questions

    What is a fee-only investment adviser?

    A fee-only investment adviser is compensated directly by clients and does not receive commissions, distribution incentives, or product-linked income.

    How is fee-only different from commission-based advisory?

    In commission-based models, compensation may be linked to product sales. In a fee-only structure, compensation is independent of product allocation.

    Is fee-only advisory regulated in India?

    Yes. Registered Investment Advisers operate under SEBI (Investment Advisers) Regulations.