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?
We follow a structured and SEBI-compliant advisory process that ensures clarity, suitability, and accountability.
- Risk tolerance assessment as per SEBI guidelines
- Understanding your income, liabilities, goals, and time horizons
- We document your investment goals, asset allocation strategy, and risk profile
- IPS is reviewed and signed by both parties for transparency
- Mutual Fund and Equity recommendations tailored to your IPS
- Investment plan covering SIPs, lump sum, and rebalancing strategies
- Quarterly or half-yearly reviews
- Portfolio rebalancing and goal-tracking
- Updated recommendations as per life changes or market events
- 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
Pro Tip for Investors
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.
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.
Send Us The Requirements
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.