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.
* 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.
As a SEBI Registered Investment Advisor, we are obligated to act in our clients’ best interest.
100% Fee-Only Compensation
Our compensation is paid directly by clients. We do not earn commissions or product-linked incentives.
SEBI Registered Investment Advisor
Operating under a regulated advisory framework with certified and qualified professionals.
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.
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.
Pre-Retirement Transition
Retirement Preparedness
Tax-Aware Investment Strategy
Family Goal Planning
Portfolio Structuring & Risk Alignment
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.
Our Advisory Process
Discovery & Understanding
We begin by understanding your current financial landscape, priorities, and long-term objectives.
Assessment & Gap Identification
We evaluate risk exposure, portfolio structure, and alignment with your long-term goals.
Strategy Design
We develop a disciplined and goal-aligned investment strategy based on your individual circumstances.
Ongoing Review & Guidance
We provide continuous review, structured updates, and measured adjustments when required.
/** * ============================================================ * Succinct FinTech — About Us Accessibility Fixes v4 * ============================================================ * Covers: SFT26-14, SFT26-15, SFT26-16, SFT26-17, SFT26-18, * SFT26-19, SFT26-20, SFT26-138 * * v4 changes: Full try/catch isolation around every function * so Zoho's MutationObserver error cannot kill our script. * Uses window.setTimeout (not setTimeout) to avoid scope issues. * ============================================================ */ window.setTimeout(function () { try { // ── sr-only CSS ──────────────────────────────────────── try { if (!document.getElementById('sft-sr-only-style')) { var style = document.createElement('style'); style.id = 'sft-sr-only-style'; style.textContent = '.sft-sr-only{position:absolute!important;width:1px!important;height:1px!important;padding:0!important;margin:-1px!important;overflow:hidden!important;clip:rect(0,0,0,0)!important;white-space:nowrap!important;border:0!important;}'; document.head.appendChild(style); } } catch(e) { console.warn('SFT CSS:', e); } // ── SFT26-14: Fix About Us image alt text ───────────── try { var img = document.querySelector('img[src*="Aboutus"]'); if (img) { img.setAttribute('alt', 'Two financial advisors in a client meeting discussing a personalised financial plan'); } } catch(e) { console.warn('SFT26-14:', e); } // ── SFT26-15: Semantic region landmarks ─────────────── try { var h1 = document.querySelector('h1'); if (h1) { var introContainer = h1.closest('div[class*="section"],div[class*="row"],div[class*="component"],div[class*="col"]'); if (introContainer) { introContainer.setAttribute('role', 'region'); introContainer.setAttribute('aria-label', 'About Succinct FinTech'); } } document.querySelectorAll('h2,h3').forEach(function(h) { var map = { 'Vision':'Our Vision', 'Mission':'Our Mission', 'Meet the Founders':'Meet the Founders' }; var label = map[h.textContent.trim()]; if (label) { var p = h.closest('div[class*="section"],div[class*="row"],div[class*="component"],div[class*="col"]'); if (p && !p.getAttribute('role')) { p.setAttribute('role', 'region'); p.setAttribute('aria-label', label); } } }); } catch(e) { console.warn('SFT26-15:', e); } // ── SFT26-16: Promote Vision/Mission to heading level 2 try { document.querySelectorAll('h3').forEach(function(h) { if (h.textContent.trim() === 'Vision' || h.textContent.trim() === 'Mission') { h.setAttribute('role', 'heading'); h.setAttribute('aria-level', '2'); } }); } catch(e) { console.warn('SFT26-16:', e); } // ── SFT26-17 + SFT26-20: Main landmark + skip link ──── try { if (!document.querySelector('main,[role="main"]')) { var h1b = document.querySelector('h1'); if (h1b) { var main = h1b.closest('div[class*="page-body"],div[class*="content-wrap"],div[class*="main"],div[class*="body"]') || h1b.parentElement; if (main) { main.setAttribute('role', 'main'); if (!document.getElementById('thememaincontent')) { main.setAttribute('id', 'thememaincontent'); } main.setAttribute('tabindex', '-1'); } } } } catch(e) { console.warn('SFT26-17/20:', e); } // ── SFT26-18: Clickable phone/email + contact region ── try { // Mark registration block as contact region var allEls = document.querySelectorAll('p,div,span'); for (var i = 0; i < allEls.length; i++) { var el=allEls[i]; if (el.children.length=== 0 && el.textContent.includes('Name of Investment Adviser as registered with SEBI')) { var cont=el.closest('div[class*="section"],div[class*="row"]') || el.parentElement; if (cont) { cont.setAttribute('role', 'contentinfo'); cont.setAttribute('aria-label', 'Registered firm details and contact information'); } break; } } // Linkify phone numbers and emails via TreeWalker var phoneMap={ '+91-80-4112-3767': 'tel:+918041123767', '91 99869 91220': 'tel:+919986991220', '+91 85 530 18810': 'tel:+918553018810' }; var emailMap={ 'clientservices@succinctfintech.com': 'mailto:clientservices@succinctfintech.com', 'soubhagya.patra@succinctfintech.com': 'mailto:soubhagya.patra@succinctfintech.com' }; function linkify(root, map, type) { var walker=document.createTreeWalker(root, NodeFilter.SHOW_TEXT, null, false); 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var warn=document.createElement('span'); warn.className='sft-sr-only' ; warn.textContent=' (opens in new tab)' ; link.appendChild(warn); var rel=link.getAttribute('rel') || ''; if (!rel.includes('noopener')) link.setAttribute('rel', (rel + ' noopener noreferrer').trim()); }); } catch(e) { console.warn('SFT26-19:', e); } // ── SFT26-138: Accordion keyboard accessibility ──────── try { var triggers=document.querySelectorAll('div[data-element-type="accordionheader"]'); triggers.forEach(function(trigger, i) { if (trigger.getAttribute('data-sft-a11y')) return; trigger.setAttribute('data-sft-a11y', 'true'); trigger.setAttribute('tabindex', '0'); trigger.setAttribute('role', 'button'); var isExpanded=trigger.classList.contains('zpaccordion-active'); trigger.setAttribute('aria-expanded', String(isExpanded)); var nameSpan=trigger.querySelector('.zpaccordion-name'); var label=nameSpan ? nameSpan.textContent.trim() : ('Section ' + (i + 1)); var contentId=trigger.getAttribute('data-content-id') || ('sft-acc-panel-' + i); trigger.setAttribute('aria-controls', contentId); var panel=document.getElementById(contentId) || trigger.nextElementSibling || trigger.parentElement.nextElementSibling; if (panel) { panel.setAttribute('id', contentId); panel.setAttribute('role', 'region'); panel.setAttribute('aria-label', label); } trigger.addEventListener('keydown', function(e) { if (e.key=== 'Enter' || e.key=== ' ') { e.preventDefault(); trigger.click(); } }); trigger.addEventListener('click', function() { window.setTimeout(function() { trigger.setAttribute('aria-expanded', String(trigger.classList.contains('zpaccordion-active'))); }, 80); }); }); } catch(e) { console.warn('SFT26-138:', e); } console.log('[SFT A11Y] All fixes applied successfully.'); } catch(globalErr) { console.warn('[SFT A11Y] Global error:', globalErr); } }, 300); // 300ms — accordion is ready at 101ms, so 300ms is safe with margin
