SEBI Registration number : INA200008705

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

About Us

Succinct FinTech Services Pvt Ltd is a Registered Investment Adviser (RIA) under SEBI (Investment advisor) regulations, 2013.

We started our journey into Fee-Only Financial Planning & Advisory model in India in July 2011. When we say Fee-Only, this means we only charge fees for our advice, preparation of financial plan, recommendation on investments, computation of income, filing of income tax returns. Fee-only clear all doubt and bring more trust since there is no other driver who rides on financial advisor.

It has been a decade serving client across globe. We believe in quality rather than quantity thus our more than 90% retention with existing customer is success story for us so far. Our advice is dedicated to the prosperity of our customers.

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

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 Experts

Meet the Founders

SP

Soubhagya Kumar Patra

Co-Founder

  • 13 plus years of experience
  • Post Gradate Diploma in Management (Finance)
  • CERTIFIED FINANCIAL PLANNERCM from FPSB India
  • NISM Series X-A: Investment Adviser (Level I) Certification Examination
  • NISM Series X-B: Investment Adviser (Level II) Certification Examination
  • NISM Series-XV: Research Analyst Certification Examination
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Bhuvaneshwer Prasad

Co-Founder

  • 13 plus years of experience
  • Post Gradate Diploma in Management (Finance)
  • NISM Series X-A: Investment Adviser (Level I) Certification Examination
  • NISM Series X-B: Investment Adviser (Level II) Certification Examination

Disclaimers/Standard warnings:

“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.”

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Working Hours

  • 9 AM - 6 PM , Monday - Friday
  • 9 AM - 1 PM , Saturday

Compliance

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
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