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Succinct | SEBI RIA INA200008705

  • Making your future brighter..

    We help in setting up your financial goals, actions to remove obstructions and find out means to achieve them on given timelines.
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Number of Complaints * (June-2025)

 
At the beginning of the month
 
Received during the month
 
Resolved during the month
 Pending at the end of the month Reasons for pendency
 0000NA

* Displaying SEBI registered complaints as per latest SEBI guideline

Investor Charter

Refer to our Investor Charter as prescribed by SEBI. It contains details of compliance followed for investors. Also, Investment advisors and Investors' rights, duties and responsibilities.

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Fiduciary

A fiduciary financial advisor manages their clients' investments in a way that is aligned with the clients' best interests. 

Fee-Only

We are a proud, fee-only financial advisory who charge fees for advice.

Certified Advisors

We are team of certified financial advisors and hold CFP and NISM certifications for advisors.

About Us

Fee-Only, Experienced Advisors Committed to Your Goals.

MISSION

We are targeting to ensure everyone have access to financial wellness in India and each individual have their goal and objective met with robust financial planning. 

VISION

We are targeting to ensure everyone have access to financial wellness in India and each individual have their goal and objective met with robust financial planning. 

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We believe the best way to fulfil the responsibility as an advisor is to be Fee-Only. This removes as many conflicts as possible and puts us firmly on your side. So is the reason, we are neither associated with any third party to sell/promote financial product nor agents of mutual fund, insurance etc.

Area of Expertise

We pursue Fee-Only Financial Planning & Advisory model in India. When we say Fee-Only, this means we only charge fees for our advice, preparation of a financial plan, recommendation on investments, computation of income, filing of income tax returns.


Investment Management

Risk 
Management

Financial 
Planning 

Taxation
Management

What We Value A Lot!

Our Promise “Committed to provide Timely , Quality and Customised Service”​   

Explore What We Offer -

Our advice is dedicated to the prosperity of our clients! Our Client centric approach helps in taking right decision on any financial matter. our fee only financial advisory cover all the aspect of personal finance.

Comprehensive Financial Planning

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.

Investment Advisory

Our Investment advisory help investors meet their objectives with all due diligence. It does not restrict only one asset class but ensure all suitable assets are taking in account while preparing portfolio.

How It Works

We simplify your financial journey in just a few steps.

Discover Your Path

Start with a conversation. We get to know your goals, lifestyle, and aspirations.

Tailored Brilliance

Our expert advisors design a personalized financial plan to grow and protect your wealth.

Launch Smart

Your custom investment strategy is put into action—strategically, confidently, and transparently.

Stay Ahead

Get regular, jargon-free updates to optimize your financial success.

Thrive Forever

Partner with us for ongoing support to secure your dream future.