Certified Financial Planners in Hyderabad –The Best Fit for Hyderabadis

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 Hyderabadis

Looking for a trusted financial Planner and unbiased financial advice in Hyderabad? NS Wealth stands as your comprehensive solution for achieving financial well-being through expert planning and strategic investment management, a structured approach to financial emergencies, and tax planning, and is tailored for the City of Pearls, Biryani, and Charminar.
The firm has a strong team of financial planners, investment and insurance experts, and tax experts, with Nitin Sawant at the helm. Nitin is an FPSB Certified Financial Planner and SEBI-registered investment advisor with over 20 years of industry experience.
NS Wealth’s team of qualified Certified Financial Planners specializes in creating customized financial plans and implementing investment strategies for Hyderabad residents, from IT professionals in HITEC City and Gachibowli to pharmaceutical executives, government employees, and successful entrepreneurs.
A trusted financial planning partner for all Hyderabadis, who have successfully served more than 1000 families and currently manages more than Rs1000 crores of investment assets. Our certified planners understand the unique financial landscape of Hyderabad, including opportunities in the booming tech sector, pharmaceutical industry, and the city’s rapidly growing real estate market.

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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?

The NS Wealth team of Certified Financial Planners in Hyderabad is here to provide unbiased, cost-effective advice to Hyderabadis on planning their financial lives. The process involves comprehensive economic assessment, strategy development, optimal solution selection, and seamless implementation support, with continuous reviews to support clients.

  • To strike a balance between life and financial choices.
  • Planning well for all kinds of financial goals, starting from preparing for emergencies, kids’ education &, marriage, 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, and a seamless transfer of wealth to the next generation.
  • 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 that match the client’s financial planning needs 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 Hyderabadis choose us?

Collaborating with NS Wealth can provide you with the confidence needed to manage your daily finances while considering your long-term goals and potential emergencies. As a SEBI-registered investment advisor, the firm is legally obligated to prioritize its clients’ best interests, ensuring transparency and avoiding conflicts of interest. The firm also has a proven track record of successfully managing wealth for over 200 families, with a combined portfolio value exceeding Rs. 1000 crs. Our clients include busy IT professionals from Cyberabad, pharmaceutical executives, government employees, and business owners who trust us with their financial futures.
Our seamless use of advanced tech in personal financial management will make the wealth-building and management journey efficient and stress-free – ideally suited for Hyderabad’s tech-savvy professionals.

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, which include making plans, managing investments, addressing emergencies with insurance advice, and providing guidance on tax planning and savings.

Hiring a certified financial planner in Hyderabad is essential. The tiring lifestyle of Hyderabadis 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.

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