Is your Mutual Fund Portfolio performing as it should be?

At NS Wealth, our Portfolio Review Service offers a detailed, unbiased analysis of your mutual fund investments. As SEBI-registered, fee-only advisors, we evaluate performance, risk exposure, fund quality, and asset allocation—all aligned with your life goals. We identify overlapping schemes, high expense ratios, and underperforming funds, and recommend restructuring where needed. Our focus is not just returns, but whether your portfolio is truly supporting your financial objectives through smart, goal-based planning.

Step 1: Book an Intro Call

Step 2: Allotment of Personalized Advisor

Step 3: Personalized Session with Expert

Step 4: Receive your Review Report

Just Pay Rs 999 for an Expert-Supported Portfolio Review

#1

End-to-end financial planning with conflict-free, fee-only advice tailored to your goals

#2

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

#3

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

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.

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