Our Services

What we Do Best

 

Risk Planning

Product Specifications:
§ Advise on Existing Life Insurances
§ Advise on Existing Health Insurances
§ Advise on Existing Asset Insurances
§ Emergency Planning
§ Recommendation on Life Insurance needs
§ Recommendation on Health Insurance needs
§ Recommendation on Asset Insurance needs
Price:
1st Year Fees – Rs.2,999/-; 18 % Service Tax Renewal Fees – NIL
Note:
§ Client has to give surrender values of the policies for accurate analysis of insurances.
§ We will help the client to surrender the policies but his participation would be needed. There
may be nominal fees for the surrender.
§ Advise on existing Mutual Funds, Goal Based
Planning and Asset Allocation is not a part of this product.
§ Retirement Planning will not be done.
§ Identifying the Succession Planning Needs will not be covered.
Target Audience:
This product is meant for those people who have a significant insurance portfolio and feel the
need to scrub it. This product can also cater to young individuals as generally they need to get
covered for a much higher risk attached to their life and health.

Early Planning for Retirement

Product Specifications:
§ Advise on Existing Life Insurances
§ Advise on Existing Health Insurances
§ Advise on Existing Asset Insurances
§ Advise on Existing Mutual Funds Portfolio
§ Emergency Planning
§ Recommendation on Life Insurance needs
§ Recommendation on Health Insurance needs
§ Recommendation on Asset Insurance needs
§ Data Collection & Goal Setting
§ Asset Allocation & Planning for Retirement
§ Identifying Succession Planning needs
Price:
1st Year Fees – Rs. 7,999/- ; Renewal Fees – 4,999/-
Note:
§ TOP-UP goal cannot be availed with this plan
§ Goal Planning will not be done.
§ Client has to give surrender values of the Insurances policies for accurate analysis.
§ We will help the client to surrender the policies but his participation would be needed. There
may be nominal fees for the surrender.
§ This plan is meant for people who are far away from their retirement
Target Audience:
This Solution is meant for only those individuals who want to start planning for their retirement
at an early stage and have ample time on their side. This Solution will focus mainly on
Accumulation & NOT Distribution.

Dual Goal Planning

Product Specifications:
§ Advise on Existing Life Insurances
§ Advise on Existing Health Insurances
§ Advise on Existing Asset Insurances
§ Advise on Existing Mutual Funds Portfolio
§ Emergency Planning
§ Recommendation on Life Insurance needs
§ Recommendation on Health Insurance needs
§ Recommendation on Asset Insurance needs
§ Data Collection & Goal Setting
§ Planning for Goals (2 Goals)

§ Asset Allocation for Goals
§ Identifying Succession Planning needs
Price:
1st Year Fees – Rs.9,999/-; Renewal Fees – 5,999/-
Note:
§ TOP-UP goal can be availed by paying an additional Fee of Rs.2,999/-
§ Retirement Planning will not be taken as a goal
§ Client has to give surrender values of the Insurances policies for accurate analysis
§ We will help the client to surrender the policies
but his participation would be needed. There may be nominal fees for the surrender.
Target Audience:
This product is meant for those people who are looking at planning only for a few specific goals.
They may want to get a taste of Financial Planning at an early stage before they take a plunge for
the holistic comprehensive Planning.

Starter Financial Planning

Product Specifications:
§ Advise on Existing Life Insurances
§ Advise on Existing Health Insurances
§ Advise on Existing Asset Insurances
§ Advise on Existing Mutual Funds Portfolio
§ Emergency Planning
§ Recommendation on Life Insurance needs
§ Recommendation on Health Insurance needs
§ Recommendation on Asset Insurance needs
§ Data Collection & Goal Setting
§ Retirement Planning
§ Planning for Goals (2 Goals)
§ Asset Allocation for Goals
§ Identifying Succession Planning needs
Price:
1st Year Fees – Rs.12,999/- ; Renewal Fees – 8,999/-
Note:
§ TOP-UP goal can be availed by paying an additional Fee of Rs.2,999/-
§ We will help the client to surrender the policies but his participation would be needed. There
may be nominal fees for the surrender.
§ Client has to give surrender values of the Insurances policies for accurate analysis
Target Audience:

This product is meant for those individuals who have limited goals at the current juncture of their
life.The starter plan is ideal for the individuals who want to experience the overall planning
process, including Retirement Planning, but want to start with a limited set of goals.
§ The two goals identified in the Review Years will be the same as the first year's goals.

Retirement Planning

Product Specifications:
§ Advise on Existing Life Insurances.
§ Advise on Existing Health Insurances.
§ Advise on Existing Asset Insurances.
§ Advise on Existing Mutual Funds Portfolio.
§ Recommendation on Life Insurance needs.
§ Recommendation on Health Insurance needs.
§ Recommendation on Asset Insurance needs.
§ Emergency Planning.
§ Data Collection & Goal Setting.
§ Retirement Planning – the Distribution phase
§ Planning for Goals (2 Goals).
§ Asset Allocation for Goals.
§ Identifying Succession Planning needs.
Price:
1st Year Fees – Rs.14,999/- ; Renewal Fees -10,999/-
Note:
§ Top up goal can be availed by paying an
additional Fee of Rs.2,999/-.
§ Client has to give surrender values of the Insurances policies for accurate analysis.
§ We will help the client to surrender the policies but his participation would be needed. There
may be nominal fees for the surrender.
Target Audience:
This product is meant for those individuals who are already retired or are less than 5 years away
from their retirement

Comprehensive Financial Planning

Product Specifications:
§ Advise on Existing Life Insurances
§ Advise on Existing Health Insurances

§ Advise on Existing Asset Insurances
§ Advise on Existing Mutual Funds Portfolio
§ Emergency Planning
§ Recommendation on Life Insurance needs
§ Recommendation on Health Insurance needs
§ Recommendation on Asset Insurance needs
§ Data Collection & Goal Setting
§ Retirement Planning
§ Planning For Goals (Unlimited Goals for a family)
§ Asset Allocation For Goals
§ Identifying Succession Planning needs
Price:
1st Year Fees – Rs.20,999/- ; Renewal Fees – 13,999/- (Salaried Individual)
1st Year Fees – Rs.24,999/- ; Renewal Fees – 13,999/- (Business Individual)

Note: 

§ Client has to give surrender values of the Insurances policies for accurate analysis.
§ We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.

Target Audience:

This is the most exhaustive plan which we can offer to our clients. It gives a holistic picture to an individual about all the aspects of his finances as it gives suggestions considering Emergency planning, Risk planning, Goal based planning, Retirement planning and Succession planning.

 

Upgrade:

Shifting is only possible to higher solutions

If one wants to upgrade from one Solution to another during the year (within 10 months from sign up), one needs to pay the differential fees. For instance, if a Risk Planning client wants to upgrade to Dual Goal Planning during the year, he needs to pay Rs.7,000 (Rs.9,999 – Rs.2,999).

If one wants to upgrade from one Solution to another during the Renewal, one needs to pay the First Year fees for the new Solution chosen – less 10%. For instance, if a Starter Financial Planning client wants to sign up for Comprehensive Financial Planning during Renewal, then he needs to pay Rs.18,999 (Rs.20,999 – 10%).

Value Added Services:

WILL– Rs.11,999/-

– We will help you in understanding the intricacies & preparing a will

Credit Ready –Rs. 6,999/-

– Analysis of all Credit Accounts
– Communication with banks & other Financial Institutions to provide resolutions for issues. (Per
Credit account)

 

Note: If a client who has signed up for Starter Financial Planning or Comprehensive Financial
Planning goes for any Value Added Service, he can avail a 10% discount on the Value Added
Service

 

NS Wealth Financial Planners Pune Office

C-63, Shreenath plaza ,
Dnyaneshwar Paduka Chouk,
F.C. Road , Pune 411005

020 – 66042300 /9422518694

info@nswealth.in

NS Wealth Financial Planners Sangali (vita)

No.1, 1st Floor, Nabilal Complex,
Shivaji Chowk, Near Ganpati Mandir,
Hanmant Bazar, Vita, Maharashtra 41531

02347276435

info@nswealth.in

NS Wealth Financial Planners
Satara (Karad)

Office No.2, Ground floor Datta chowk,
Badiyani Complex, Konyanpur,
Karad, Maharashtra 415110

02164221545

info@nswealth.in