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Succinct | SEBI RIA INA200008705

  • Structured, Fee-Only Investment Advisory for Long-Term Wealth Clarity

    We work with experienced professionals seeking structured guidance as their financial lives grow more complex — balancing career progression, family responsibilities, and long-term wealth decisions.
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* 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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Our Commitment

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Client-First Advisory Duty

As a SEBI Registered Investment Advisor, we are obligated to act in our clients’ best interest.

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100% Fee-Only Compensation

Our compensation is paid directly by clients. We do not earn commissions or product-linked incentives.
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SEBI Registered Investment Advisor

Operating under a regulated advisory framework with certified and qualified professionals.

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No Product Distribution Model

We do not sell financial products. Advisory and distribution remain structurally separate.

Structured, Fee-Only Advisory Built Around Your Financial Life

Succinct FinTech Services Pvt Ltd is a SEBI Registered Investment Adviser providing fee-only, fiduciary financial guidance. We do not distribute financial products or earn commissions. Our role is to offer objective, structured advice aligned solely with your long-term financial interests.

We help experienced professionals bring clarity and coordination to their financial decisions — from retirement preparedness and portfolio alignment to managing evolving family responsibilities and long-term commitments. Our approach focuses on structure, discipline, and informed decision-making rather than product recommendations.

As financial responsibilities grow, decisions become interconnected. We provide a comprehensive perspective — ensuring investments, risk exposure, liquidity needs, and future goals are aligned within a disciplined long-term framework.

Our advisory relationship is built on transparency, regulatory compliance, and fiduciary responsibility.

Learn More About Our Advisory Philosophy →
Certified financial planners collaborating on investment strategy
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.

Areas of Advisory Focus

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.


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Pre-Retirement 
​Transition

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Retirement Preparedness

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Tax-Aware Investment Strategy

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Family Goal Planning

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Portfolio Structuring & Risk Alignment

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NRI Wealth Coordination

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 about services.

Our Advisory Process


  1. Discovery & Understanding
    We begin by understanding your current financial landscape, priorities, and long-term objectives.

  2. Assessment & Gap Identification
    We evaluate risk exposure, portfolio structure, and alignment with your long-term goals.

  3. Strategy Design
    We develop a disciplined and goal-aligned investment strategy based on your individual circumstances.

  4. Ongoing Review & Guidance
    We provide continuous review, structured updates, and measured adjustments when required.