Soubhagya Kumar Patra

Succinct FinTech Services Pvt Ltd is a SEBI-registered Investment Adviser. The company follows a structured fee-only advisory model and provides professional financial planning services focused on long-term client prosperity. As an independent fiduciary adviser, it delivers transparent and conflict-free guidance to individuals seeking clarity in managing their investments and overall financial affairs.

The firm began its journey into the fee-only financial planning and advisory space in July 2011 with the objective of redefining how financial advice is delivered in India. Under this model, the company earns solely through advisory fees paid directly by clients, ensuring that recommendations remain unbiased and aligned with client needs. Over the years, it has built a disciplined framework for preparing personalized financial plans, offering investment advice, and assisting clients with tax planning and cash flow management.

With more than a decade of global client engagement, the company places quality of relationships above rapid asset gathering. Its high client retention rate reflects the trust and credibility it has established so far. The firm is co-founded by Soubhagya Kumar Patra, whose leadership continues to emphasize professionalism, ethical practices, and a client-first philosophy across all services.