Certified Financial Planners in Bangalore –The Best Fit for Bangaloreans

Ready to take control of your financial future?

Start with your first Plan sitting from your home with
Dedicated NS Wealth Financial Planners

SEBI REGISTERED INVESTMENT ADVISOR
FPSB CERTIFIED FINANCIAL PLANNER

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Comprehensive Financial Planning for Bangaloreans

Bengaluru, formerly known as Bangalore, is recognized as India’s technology capital. Its residents include both local natives and tech professionals from various parts of the country. One of the biggest challenges for the people of Bengaluru is the rising cost of living. The city has some of the highest home rental prices, along with high education costs and increasing lifestyle expenses. It makes it crucial for residents of Bangalore to adopt practical financial planning strategies. NS Wealth plays a vital role in it.
NS Wealth, a FPSB-certified Financial planner and a SEBI-registered investment Advisor, brings to Bengaluru a comprehensive financial planning service that covers every aspect of economic life, including goal planning, retirement planning, investment management, risk planning, and tax planning. The firm employs a scientific and agile approach to financial planning, underpinned by a robust technology platform.
NS Wealth, a financial planning firm with over 20 years of experience in the city, holds a badge of honour for serving over 1,000 satisfied and successful Indian families across India.
Remember:
NS Wealth is not your typical investment or portfolio manager. We offer a comprehensive end-to-end solution for Bengalureans, with a unique first-principles approach to solving personal finance problems. As a premier financial planning firm in the city, we cater to techies, startup founders, VC partners, and successful public servants, helping them manage their finances effectively.

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Our Planning process

STEP 1

Introductory Call

We begin with a complimentary introductory call, during which we understand your financial background, goals, current challenges, and expectations. This is your opportunity to ask questions and learn more about us. Our team listens carefully to grasp your unique needs and objectives. Based on this conversation, we assess whether our services align with your requirements and explain how NS Wealth can support you in your financial journey. No obligations, just a transparent discussion.

STEP 2

Create Plan with Advisor

Once we understand your needs, we work closely with you to design a customized financial plan tailored to your specific requirements. Our advisors take a 360-degree view of your income, expenses, assets, liabilities, and goals. Together, we craft a step-by-step strategy that aligns with your life stage and aspirations. We ensure your plan is practical, achievable, and adaptable to life changes.

STEP 3

Find the right financial solution

it’s investments, insurance, retirement planning, tax-saving, or estate planning options, we help you choose what fits best. Our advice is entirely unbiased and always in your best interest. We prioritize cost-effective, performance-driven, and goal-oriented options.

STEP 4

Plan Execution Support

We don’t just stop at giving advice — we walk the journey with you. Our team provides comprehensive support in executing your financial plan, whether it involves opening accounts, selecting funds, or completing necessary documentation. We ensure that every recommendation is implemented smoothly and efficiently, keeping you informed and in control throughout the process.

STEP 5

Periodic reviews

Your financial plan is regularly reviewed and updated to reflect market changes or life events. We schedule periodic reviews to ensure that your strategy remains aligned with your goals, responds to market changes, and adapts to any shifts in your personal or financial life. It’s a continuous process of improvement and support.

How can our team of Certified Financial Planners help?

Our team of Certified Financial Planners comprises financial industry experts with an average of 10 years of experience. Each team member has worked with over 100 clients to help build their plans and execute them. Our Certified Financial Planners are here to help you with
:

  • Arriving at the right balance between your lifestyle and finances.
  • Helping you stay prepared for unforeseen financial emergencies and future shocks.
  • Help one navigate their financial life with changing conditions.
  • Ensure that you don’t end up buying the wrong financial product. We conduct thorough market research to find the right option that aligns with your financial goals.
  • Help you navigate the impact of changing tax laws on financial well-being and optimize outcomes for you.

Who we serve

Our Client includes

Salaried

Helping them achieve their financial goals and emergencies, and optimize for taxes.

Professionals

Helping them navigate between life goals and emergencies with an unsteady flow of income.

Families

Plan for children’s education, housing, and intergenerational wealth.

Entrepreneurs

Helping them create a balance between unforeseen business challenges and personal finance.

NRIs

With robust financial plans to attain life goals and navigate between taxation of different countries.

Retirees

Helping them to optimize post-retirement income strategies so that they don’t outlive their savings.

Why should Bangaloreans choose us?

Thousands of families across India already trust NS Wealth for their financial planning journey. Your proprietary approach, which we refer to as the Dream, Decide, and Do approach, is grounded in the experience of the last 20 years. A scientific method we use to understand the client’s risk-taking ability & their understanding of financial risk, and to match their financial goals to create a foolproof financial plan. The planning team is further collaborating with investment and insurance experts to effectively execute the client’s economic strategy and follow a continuous review process to stay on track.
Whether it is planning for your kids’ education or marriage, buying a new house in Bangalore, or wanting to stay ahead with your retirement and tax planning, NS Wealth is the partner to look for.

Are you ready to create your first financial plan, or would you like to discuss your current situation with one of our experts? It is time to initiate.

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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

Frequently Asked Questions -FAQs

A CFP is a certified expert from the Financial Planning Standards Board of India, like a CA by ICWA. Their training enables them to advise clients on creating personalized financial plans that help them achieve their financial goals and address financial emergencies. Broadly speaking, a CFP performs multiple tasks, including planning, managing investments, providing insurance advice in emergencies, and providing guidance on tax planning and savings.

Hiring a certified financial planner in Bangalore is essential. The tiring lifestyle of Bangaloreans and the economic uncertainties that accompany it cannot be adequately addressed by simply investing in a mutual fund scheme or an insurance policy. It requires a detailed, planned, and pragmatic approach to financial life, and that is where the expertise of a Certified Financial Planner is of utmost importance.

Yes, NS Wealth is a certified firm registered with the Securities and Exchange Board of India as a Registered Investment Advisor and with the Financial Planning Standards Board of India as a Certified Financial Planner.

Your financial planning journey with NS Wealth begins with an introductory call with a Client Relationship Manager. This call is an opportunity for you and NS Wealth to get to know each other. Following this, we arrange a detailed session with a Certified Financial Planner to understand your financial aspirations, current financial health, and approach. It forms the basis of your first financial plan, which the planner will review annually.

The cost of NS Wealth’s financial planning service is transparent and fair. It consists of a one-time fee of Rs 14,999 for preparing the first financial plan. Additionally, there is a yearly fee equivalent to 1% of the total value of assets for which NS Wealth would provide regular advice, conduct regular reviews of investments, and update the plan based on changing life and market conditions.

Yes, NS Wealth provides online consultations on Google Meet or Zoom. We also offer every client an online account with a mobile app for tracking performance.

Free Financial Planning Guide
for 2025

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2025