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We Bring Extensive Expertise To The Table, Ensuring High-Quality Services And Results.

A strategy that provides an opportunity to create wealth for future. Investment plan follows disciplined and periodic investments into different suitable avenues overtime so as to achieve targeted future financial goals.
Our commitment to investment deliver a better plan a for investment than a client would have alone, increase the probability that our clients achieve financial success, and help them avoid the behavioral tendencies that can lead to poor investment decisions.
We would like to communicate, we are fee-only investment advisers. We confirm, that neither we nor any of our representatives are engaged in financial product selling or distributions.

Introduction to Our Investment Advisory Services

We are a SEBI-Registered Investment Adviser (RIA), committed to offering unbiased, fee-only financial advice tailored to your unique goals. Our services are designed to help individuals and families build long-term wealth, manage risks, and achieve financial freedom—without commissions, product-pushing, or conflicts of interest.

What Sets Us Apart?
100% Fee-Only Advisory
Registered with SEBI under IA Regulations
Customized, Goal-Based Investment Planning
Transparent Process & Charges
Compliant with SEBI (Investment Advisers) Regulations, 2013

Our Advisory Process

We follow a structured and SEBI-compliant advisory process that ensures clarity, suitability, and accountability.

Step 1: Risk Profiling & Financial Assessment
Step 2: Investment Policy Statement (IPS)
Step 3: Customized Investment Recommendations
Step 4: Review & Monitoring
Step 5: Ongoing Support
Step 1: Risk Profiling & Financial Assessment
  • Risk tolerance assessment as per SEBI guidelines
  • Understanding your income, liabilities, goals, and time horizons
Step 2: Investment Policy Statement (IPS)
  • We document your investment goals, asset allocation strategy, and risk profile
  • IPS is reviewed and signed by both parties for transparency
Step 3: Customized Investment Recommendations

  • Mutual Fund and Equity recommendations tailored to your IPS
  • Investment plan covering SIPs, lump sum, and rebalancing strategies
Step 4: Review & Monitoring
  • Quarterly or half-yearly reviews
  • Portfolio rebalancing and goal-tracking
  • Updated recommendations as per life changes or market events
Step 5: Ongoing Support

  • Direct access to your advisor
  • Periodic insights, reports, and communication
  • Timely alerts and advice for corrective action

Principles Behind Our  Recommendations

We follow a disciplined, research-backed methodology that prioritizes client interests, long-term wealth creation, and regulatory integrity. our role is to ensure that every investment product recommended to a client is suitable, transparent, and aligned with their financial goals. Here’s what we consider before recommending any investment

Market Research Driven
Fundamental-Focused Analysis
Strategic & Goal-Oriented Planning
No Speculation, No Shortcuts

Risk Management at the Core
Regulated & Transparent Products Only
Expert Guidance

Pro Tip for Investors

Avoid chasing returns

Choose funds and stocks based on process, quality, and alignment to your goals—not on past performance or social media trends.

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 investment advisory services.

First Year Engagement

During the initial 12-month engagement period, our services encompass the preparation of a Comprehensive Financial Planning Report and ongoing Financial Planning & Investment Advisory (FP & IA) services. The fee for this period is determined based on the individual requirements of the client and the complexity of their financial situation.

Subsequent Year

For our valued existing clients who choose to continue their association with us, we offer an annual retainer fee. This retainer fee is customized to suit the specific needs and circumstances of each client. We believe in fostering long-term relationships with our clients and providing them with continuous support on their financial journey.

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.

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Lets talk

Get in touch with our SEBI-registered investment advisor.
Discuss your financial goals, understand our advisory process, and receive personalized guidance. 
For a consultation or quote, fill out the form below or email us at info@succinctfintech.com.