SEBI Registration number : INA200008705
A fiduciary financial advisor manages their clients' investments in a way that is aligned with the clients' best interests.
We are proud fee-only financial advisory who charge fees for advice.
We are certified financial advisors and hold CFP and NISM certifications for advisors.
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.
Our vision is to be Trusted, Reputed and Successful advisory company primarily in fee-only space where client’s interest come first. We also want to focus on financial education which reaches to the right people in right time.
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.
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.
Our Investment advisory help investor to 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.
We cater tax consultation on various complex direct tax spectrum with diligently following the norms laid by Income Tax Dept. it covers, guidance on various tax saving strategies and help in implementing them with proper legitimate way.
Co-Founder
Co-Founder
“Investments in securities market are subject to market risks. Read all the related documents carefully before investing.”
“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
Name of Investment Adviser as registered with SEBI : SUCCINCT FINTECH SERVICES PRIVATE LIMITED | Type of Registration : Non Individual
Registration number : INA200008705 | Validity of registration : Oct 30, 2017 – Perpetual | CIN : U93000KA2011PTC059619 | BASL Membership ID : 1095
Address : No. 4, RCC Chambers, 2nd Floor, 30th Cross, 4th T Block Jayanagar, Bannerghatta Road Extension, Bengaluru, Karnataka – 560041
Telephone Number : 080- 41123767
Disclaimer: Succinct FinTech Services Private Limited does not sell or distribute any financial products. Succinct FinTech Services Private Limited does not earn any fees or commissions, directly or indirectly, for any financial products that you may buy as per recommendations based on your Financial Plan. Succinct FinTech Services Private Limited only earns a fee directly from customers as an advisory fee.
Corresponding SEBI regional / local office address : – Jeevan Mangal Building, Hayes Rd, off, Residency Rd, Shanthala Nagar, Ashok Nagar, Bengaluru, Karnataka-560025
| Details about Complaints – October 2024 | ||||
|---|---|---|---|---|
| At the beginning of the Month | Received During the Month | Resolved During the Month | Pending at the end of the Month | Reasons of Pendency |
| 0 | 0 | 0 | 0 | NA |
