Comprehensive Financial Planning2025-10-13T17:30:25+00:00

Ready to Take Control of Your Financial Future?

Start your journey by working on your first plan with NS Wealth

Ready to Take Control of Your Financial Future?

Start your journey by working on your
FIRST PLAN with NS Wealth

SEBI REGISTERED INVESTMENT ADVISOR

FPSB CERTIFIED FINANCIAL PLANNER

NS Wealth
Comprehensive Planning

At NS Wealth, we provide personalized and goal-oriented financial planning tailored to your life stage, aspirations, and priorities. As a **SEBI-registered Investment Advisor**, we follow a **fee-only model**—we do **not earn commissions or accept incentives from financial product providers**. This ensures that our advice is **100% unbiased and always in your best interest**.

Our Planning Service includes :
* Cash Flow Management * Emergency Fund Management * Risk Management (Insurance)
* Tax Optimization * Goals Articulation * Investment Strategy
* Portfolio Analysis * Retirement Planning * Estate & Will Planning

We deliver structured, transparent, and expert guidance to help you achieve lasting financial well-being. And its not only advice but education and execution support as well.

4.9

AVERAGE GOOGLE RATINGS FROM SATISFIED CUSTOMERS

Rs.1000Crs

ASSET UNDER ADVICE

1000+

FAMILIES IMPACTED TILL DATE

+1000

PLANS CREATED & EXECUTED TILL DATE

In media

Are These Financial Challenges Holding You Back?

WE’VE GOT YOU ALL COVERED

Our Proprietary Approach to Planning

NS Wealth’s Dream, Decide & Do Framework

At NS Wealth, we believe every financial journey begins with a dream — whether it’s a secure retirement, your child’s education, or a dream home. But dreams need direction. That’s where we help you decide the right path through customized, unbiased financial planning. As SEBI Registered Investment Advisors, we bring clarity and structure to your goals. The final step? Do — take action with confidence, backed by a well-defined strategy. Turn your aspirations into achievements with NS Wealth — where dreams meet disciplined execution.

Member Success Story

Dr. Prashant Patil – Turning Income Into Impact

Dr. Prashant Patil, a seasoned gynecologist, faced common financial pitfalls—emotional investments, poor liquidity, and lack of clarity. Despite high income, he struggled with tax planning, real estate overexposure, and missed opportunities. After partnering with NS Wealth, he adopted a goal-based strategy, optimized his insurance, and secured his son’s education—all with peace of mind. Today, his finances are structured, disciplined, and aligned with life goals. His story highlights why professionals need strategic financial planning early.

Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs

#1

Retirement Planning

We help you build a retirement plan that ensures financial freedom in later years.

#2

Expert MF Portfolio Analysis

Our SEBI-registered advisors conduct a detailed analysis of your mutual fund portfolio.

#3

Financial Health Check up

An X-ray of your present state of finances to reach the desired state sooner

Financial Planning Resources

Online Investment Account

Track your Goals, Plans, Investment & Insurance from one centralized Dashboard

Install NS Wealth Mobile