SEBI Registration number : INA200008705

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A strategy that provides an opportunity to create wealth for future. Investment plan follows disciplined and periodic investments into different suitable avenues overtime so as to achieve targeted future financial goals.

Our commitment to investment deliver a better plan a for investment than a client would have alone, increase the probability that our clients achieve financial success, and help them avoid the behavioral tendencies that can lead to poor investment decisions.

We would like to communicate, we are fee-only investment advisers. We confirm, that neither we nor any of our representatives are engaged in financial product selling or distributions.

Understanding Investment Need
Towards emergency needs or child future goal planning or to have sound & stress-free retirement life
Risk Profiling & Asset Allocation
Risk profiling assess your risk appetite that helps in designing an asset allocation strategy.
Evaluation & Recommendation
Recommendation of different investment avenues once their suitability & prospects evaluated.
Review & Ongoing Monitoring
Performance tracking & review helps to reduce the chance of risk, principal erosion & boost growth.
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HOW CAN A INVESTMENT ADVISOR HELP YOU?​

An Investor Advisor can help with the management of your investment to ensure you are on the right track to meet your financial goals.

  • Set investment objectives
  • Risk profiling
  • Develop an asset allocation strategy
  • Evaluation/recommendation of prospective investment
  • Restructuring of existing investments & clutter clearance
  • Portfolio review & ongoing portfolio monitoring
  • Periodic Reporting

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
At the beginning of the Month Received During the Month Resolved During the Month Pending at the end of the Month Reasons of Pendency
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