Certified Financial Planners in Delhi NCR –The Best Fit for Delhities

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 Delhi NCR

Delhi is not just the Capital city of India but also the economic hub of Northern India. We will find people from diverse backgrounds flooding the town, working in both the public and private sectors. Still, with rising inflation in healthcare, education, and the cost of maintaining a standard lifestyle, and not-so-rising real incomes, the need for effective financial planning is a must.

Every Delhiite needs a more pragmatic approach to planning day-to-day budgets, achieving financial goals, tax planning, and investment and risk management to lead an acceptable life. That is where NS Wealth’s financial planning service can come as great help to the citizens of Delhi NCR.

NS Wealth, an FPSB-certified Financial planning firm with a team of qualified financial planners, investment & insurance experts, and tax consultants, boasting a combined experience of over 20 years, offers an essential service to all in Delhi NCR.
Whether you are a Salaried individual, a startup entrepreneur, a family man, or a retired individual from the private or public sector in Delhi NCR, a well-defined and scientific approach to personal financial management is essential. NS Wealth, a Certified Financial Planner based in Delhi NCR, is well-equipped with the expertise, technology, and legal know-how to cater to the financial planning needs of every Delhiite and residents of adjoining cities, including Noida, Greater Noida, Gurgaon, and Faridabad.

Anyone can book a call, either by phone or online, with one of NS Wealth’s Client Relationship Managers, who can initiate processing of a financial plan.

Remember:
One needs to understand that NS Wealth is not just a Mutual fund distributor or insurance agent. We’re a team of certified financial experts with over 20 years of experience, operating with a physical branch presence in three cities in India. We work as financial doctors to help you improve your relationship with money. Our unique approach is called the Dream. The Decide and Do approach is an apt framework to help people of Delhi NCR achieve their financial goals, handle financial emergencies & tax issues, and transfer wealth to the next generation.
Choose NS Wealth for a healthier financial future.

In Media:

Looking to book a Discovery Call?

We have experts who can assist you right now via phone or an online meeting on Google Meet.

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 in Delhi NCR?

Certified financial planners on the NS Wealth team are an essential part of what drives clients’ success. Planning for a Client’s financial life requires a pragmatic and agile approach and requires expertise in :

  • To decode the balance between the lifecycle and wealth cycle.
  • Do better scenario planning that makes it easy to prepare for all unforeseen financial and life emergencies.
  • Helping clients navigate their financial journey under various conditions.
  • Identify the right financial Products that ensure flawless execution of the economic plan.
  • Optimize for Indian personal taxation, hereditary laws, and other essential legal frameworks to achieve better financial outcomes.

NS Wealth’s team of Certified Financial Advisors comprises certified experts from the Financial Planning Standards Board of India and are Registered Investment Advisors with SEBI, making them well-equipped to advise clients on how to navigate their financial life more effectively.

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 choose us for Financial Planner in Delhi NCR?

NS Wealth is not just another insurance or mutual fund agent; it offers a proprietary approach to comprehensive financial planning, enabling every Delhiite to achieve success in their economic life.
NS Wealth offers a comprehensive basket of services, including financial planning—goal, tax, and retirement planning—that meets the needs of all Delhi NCR residents. We also have a robust team of researchers who continually seek to identify the best financial products that meet a client’s financial needs, with ongoing tracking and recommendations for relevant products when market demands or changes in a client’s financial situation arise.
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.

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.

Your Content Goes Here

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 Delhi NCR is essential. The tiring lifestyle of Delhities 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 (SEBI)as a Registered Investment Advisor and with the Financial Planning Standards Board (FPSB) of India as a Certified Financial Planner.

Every client’s financial planning journey with NS Wealth starts with booking an intro call with a client relationship manager. The Intro call is meant for you and NS Wealth to get to know each other. Following the introductory call, NS Wealth arranges a detailed session with a Certified Financial Planner to understand the client’s financial aspirations, current financial health, and approach, and to develop the client’s first financial plan, which the planner will review annually.

The cost that any client pays for NS Wealth’s financial planning service consists of two parts. Part one is a one-time fee of Rs 14,999for the preparation of the first financial plan. Part two is an annual fee one must pay, 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