Certified Financial Planners in Bhubaneswar –The Best Fit for Bhubneswaris

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FPSB CERTIFIED FINANCIAL PLANNER

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Comprehensive Financial Planning for Bhubneswaris

Ever felt overwhelmed trying to figure out your finances in a city that’s rapidly transforming? You’re not alone. Bhubaneswar residents – from government officials to IT professionals in the buzzing Infocity – are discovering that thoughtful financial planning isn’t just about saving money anymore. It’s about building real wealth in one of India’s fastest-growing cities.
Here’s something most people don’t realize – Bhubaneswar is quietly becoming Eastern India’s financial powerhouse, and if you’re not planning your finances strategically, you’re missing out big time. That’s where NS Wealth steps in, bringing over 20 years of SEBI-registered expertise (SEBI RIA REG NO: INA000009551) right to your doorstep.
NS Wealth, with its team of Certified Financial Planners, Investment and Insurance Experts, and Tax Consultants, is here in Bhubaneswar to support clients on their journey toward financial well-being.

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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?

Let’s be honest – most financial advisors treat you like just another client, but NS Wealth’s approach is quite different. As SEBI-registered investment Advisors, we are legally bound to act in your best interests, provide transparency, and not sell you schemes or policies for higher commissions. Our team of Certified Financial Planners is here to :

  • Striking Balance: Helping in striking the right balance between life and financial choices.
  • Goal Achievement: Achievement of all kinds of financial goals, kids’ education & marriage, buying real estate, and retirement planning.
  • Systematic approach to retirement: Support their client in adopting a systematic approach to handle post-retirement expenses, ensuring they don’t outlive their retirement fund corpus.
  • Stewardship role: Act as a steward of your finances to ensure a smooth transfer of wealth to the next generation.
  • Stay prepared for financial shocks: Help one stay ahead of the curve and be ready for all kinds of future financial emergencies.
  • Tax Planning: Plan one’s financial life in line with Indian tax laws, save taxes, and utilize them to optimize things more effectively.
  • Financial Product selection: Helping clients identify the right financial products that match the client’s financial planning needs while simplifying complex jargon, making it easier for everyone to understand.
  • Continuous Plan review: Helps you keep reviewing how well the money is working for you and whether it aligns with your financial goals.

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 Bhubneswaris choose us?

  • Geared towards the client’s interest: Being SEBI-registered isn’t just a fancy certificate on our wall. We are legally bound to act as fiduciaries. While other advisors push their clients to buy high-commission products, we work on a fee-only basis in accordance with SEBI rules.
  • Result orientation: Since our firm’s inception, we have been helping families turn financial stress into financial freedom. With 20 years of industry experience and as a fee-only advisor, we demonstrate our approach to result orientation—the success rate in helping families build sustainable wealth while living comfortably in today’s inflationary economy.
  • Everything under one roof: Are you tired of dealing with different people for insurance, investments, or tax planning? NS Wealth is everything under one roof, starting with working out a plan for you, executing it with the right financial products, optimizing plan execution through tax planning, and continuous review. The firm offers everything that you need to cover in all aspects of your financial journey.
  • Tech-enabled service: The firm uses advanced financial management technology to deliver an efficient and transparent financial planning service. It is easy to track everything on one app, making your journey completely stress-free.
  • The Bhubneswar advantage: The firm has a deep understanding of the cultural and economic nuances of Bhubneswaris. Our thesis behind every piece of advice is not generic; we tailor it to help you capitalize on the growth happening right in your backyard.

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 making plans, managing investments, providing insurance advice in emergencies, and providing guidance on tax planning and savings.

Hiring a certified financial planner in Bhubneswar is essential. The tiring lifestyle of Punekar 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 economic 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