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A strategy that provides an opportunity to create wealth for future. Investment plan follows disciplined and periodic investments into different suitable avenues overtime to achieve targeted future financial goals.

Our commitment to investment delivers 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.

Steps Involved In Investment Advisory

Towards emergency needs or child future goal planning or to have sound & stress-free retirement life.
Risk profiling assess your risk appetite that helps in designing an asset allocation strategy.
Recommendation of different investment avenues once their suitability & prospects evaluated.
Performance tracking & review helps to reduce the chance of risk, principal erosion & boost growth.

HOW CAN AN INVESTMENT ADVISOR HELP YOU?

An Investment Advisor can help with the management of your investments to ensure you are on the right track to meet your financial goals.

Fees Struture

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 1.25 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 investment advisory services.

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.