Certified Financial Planners in Chennai –The Best Fit for Chennaites

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

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Rs.100Crs

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Comprehensive Financial Planning for Chennaites

Chennai, the capital of Tamil Nadu, is believed to offer an excellent quality of life at an affordable price. It makes it one of the most affordable and attractive modern metropolises among all the Tier 1 cities of the country. Looking for financial guidance in Chennai? NS Wealth’s comprehensive financial planning service, which integrates expert planning and strategic investment Management, is something that you need.
NS Wealth, a premier financial planning service provider in Chennai, is led by its Principal Financial Planner, Nitin Sawant, who is a FPSB Certified Financial Planner and a SEBI Registered Investment Advisor—a trusted advisor among IT professionals, doctors, business owners, and entrepreneurs.
The firm brings a unique approach to Financial Planning, called the Dream, Decide, and Do framework, with over 20 years of experience serving more than 1,000 families in Chennai.
As Chennai’s trusted Financial planning partner, the firm has guided numerous families in Chennai in fulfilling their financial dreams and manages over Rs. 1000 crores of clients’ assets across the country.
The firm offers a comprehensive approach that encompasses retirement planning, tax optimization, investment planning, estate planning, and risk assessment, all tailored to Chennai’s dynamic economic environment. Whether planning for kids’ education, buying a house in Chennai, or building a retirement corpus, etc, NS Wealth’s certified experts are always there at your disposal.

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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 proven Dream. The Decide and Do methodology ensures your financial success through systematic planning and execution. NS Wealth’s team of Certified Financial Planners is here to help people in Chennai set up a robust plan and execute it to fulfill their financial aspirations. They are here to help with :

  • In achieving a balance between life and financial choices, and navigating the financial journey with confidence.
  • Planning well for financial goals, starting from preparing for emergencies, kids’ education, buying real estate, and retirement planning.
  • Support their client in adopting a systematic approach to handle post-retirement expenses, ensuring they don’t outlive their retirement fund corpus.
  • Plan one’s financial life in line with Indian tax laws, save taxes, and utilize them to optimize things more effectively.
  • Helping clients identify the right financial products while simplifying complex jargon, making it easier for everyone to understand.

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 Chennaites is choose us?

Working with NS Wealth gives any client a SEBI-registered fiduciary advantage, who is legally bound to work in any client’s best interest, ensuring end-to-end transparency and unbiased advice.
The firm has a proven track record of serving 1000+ families in Chennai, and Rs 1000 crores in assets under advice reflect the trust it has with its clients.
A comprehensive approach to financial planning, starting with the basics —i.e., the budget —and covering every aspect, makes it an apt partner for all Chennaites.
The firm also uses cutting-edge technology for personal financial management, providing real-time insights and streamlined processes that make wealth building efficient and stress-free.

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 Chennai 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 serves as the basis for 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 economic 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