At Succinct FP, we provide Fee-Only services which cover Financial Planning & Tax Services. 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, issuance of required CA certificate for any financial transaction as prescribed by Income Tax Law.

We don’t sell any financial products, even we don’t endorse or promote such investments, loans or insurance products from third parties.

Fee-Only Financial Planning

We’re not just investment advisors. We help you evaluate your whole financial picture and we offer specific recommendations for how to achieve your goals.

Succinct FP is a unification of its well versed Financial Planning tools, CFP and Financial Planning experts having in-depth knowledge and experience into personal financial planning who assess every aspect of your financial life that include saving, investments, insurance, taxes, retirement, and estate planning-and help you develop a detailed strategy or financial plan for meeting all your financial goals. Planners help you to create Financial Plan; a detailed strategy tailored to your specific financial situation, to meet your specific goals. The key defining aspect of what we are is that we considers all questions, information and advice as it impacts your entire financial and life situation.

Our Financial Planning process involves a multi-step process which include considering your financial situation from all relevant angles to produce integrated solution. The implementation of the process is closely monitored to ensure it stays in alignment to your goals. Periodic reviews are undertaken to check for misalignment and changes in your situation. If there is any significant change to your financial situation, the strategies and goals in the financial plan will be revised accordingly.

Tax Services:

We at Succinct FP understand that all employees and self-employed people who receive income are liable to pay income tax in respect of their total income received.

We cater income tax filing preparation and tax consultants’ services for small & medium scale businesses and individual’s through Chartered Accountants and Financial Consultants with diligently following the norms laid by Income-Tax department.

To know about our fee structure and more details on our services you may contact us or write to us at