Certified Financial Planners in Indore–The Best Fit for Indore

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 Indore

NS Wealth is an established and trusted financial planner in Indore. Nitin Sawant, a financial industry veteran with 20+ years of experience in financial planning, founded the firm. Started with a small office in Sangli, a small township in Maharashtra, and now has a presence in Indore and all the major metro cities of India. The firm is known for its unique and proprietary “Dream, decide, and Do” financial planning framework, which it uses to offer unbiased and goal-oriented advice, with a client base of 1000+ families and managing close to Rs. 1000 crs in investment assets. The firm is known for a transparent process and commitment to client success.

The firm’s comprehensive financial planning services cover every aspect of your financial plan, from portfolio building and management to retirement, tax, and estate planning. Operates on a fee-only model, ensuring no conflict of interest and recommendations grounded purely in the client’s best interest. We have been clients in Indore across all financial profiles, from salaried to startup founders, to prominent business families, for the last 16 years. Our team understands your financial priorities, income, expenses, and assets and liabilities to create tailored plans that help clients navigate their journey towards financial well-being. The client-focused approach, combined with fiduciary responsibility, led us to earn the residents of Indore’s trust and win their confidence.

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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?

NS Wealth’s dedicated team of Certified Financial Planners is here to support every resident of Jaipur in every aspect of their financial journey. The team has the proper training and experience to help you achieve

  • A Balance between life and financial choices to achieve economic well-being.
  • Attainment of your family’s essential financial goals, like Children’s education, marriage, or buying the dream home
  • Systematic approach to handle post-retirement expenses so that one doesn’t outlive their retirement fund corpus.
  • Smooth navigation, when one faces a financial emergency
  • Effective tax management in accordance with Indian income tax laws ensures that one doesn’t incur unnecessary losses.
  • Identification of the right financial products that match one’s economic needs.

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 Indore should choose NS Wealth?

Indore residents seeking a reliable financial planner face options, but NS Wealth’s distinct combination of expertise, ethics, and client-centric process makes it a stand-out choice. A firm that brings a data-driven analytical approach to the table makes all the difference. Key reasons why NS Wealth is an ideal partner for residents of Indore are:

  1. Comprehensive and 360-degree approach to financial planning. NS Wealth covers every aspect of financial planning. Whether you are salaried, an independent professional, or a businessperson, we cater to everyone’s specific needs and align with their financial profile. Our service bucket includes goal planning, investment management, retirement planning, tax planning, and estate planning. Irrespective of your life stage and market conditions, our financial planners are equipped to handle every possible situation.
  2. Proven Planning framework: We bring an established, proprietary financial planning framework that has worked for 1,000+ families nationwide. The “Dream, Decide, and Do” framework starts with understanding the client’s financial profile in terms of their income, expenses, assets, and liabilities, followed by creating a tailored plan for achieving financial goals in line with the profile and risk-taking ability.
  3. Fiduciary responsibility: As a SEBI-registered Investment Advisor and Certified Financial Planner, we are bound to act as fiduciaries for your wealth and offer unbiased advice that aligns with the client’s interest. Our recommendations are data-driven, and we analyze every financial product based on its risk-adjusted return, expense ratio, and performance against the benchmark.
  4. Skilled team: The NS Wealth team comprises experts from various fields with an average industry experience of 10 to 20 years. We have experts in financial planning, investment management, insurance, loans, and taxation. It makes the team a deadly combination for a client from Indore to rely upon.
  5. Transparency in the process: We ensure the client is educated at every stage. Either the scheme selection mechanism we charge for, or other aspects, are made crystal clear to the client.
  6. Fee-based financial planning: Our recommendations are not driven by high commissions on financial products or pushy sales; we offer our services under a performance-linked fee-based model. It makes it easy for our clients to understand what they are paying for and what they are getting.
  7. Digital-first service: We offer digital access to all our clients. Every client gets an online investment account at no cost, empowering them to track their investments and financial milestones seamlessly. They even have access to a team of financial experts on the online platform, which provides prompt recommendations when required.

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.

We Provide Financial Planning Across the City in India: Bhubaneswar | Delhi NCR | Bangalore | Hyderabad | Kolkata | Chennai | Nagpur | Nashik | Pune | Mumbai | Jaipur | Indore | Ahmedabad

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 Indore 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 most important.

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 to finances. 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 includes a one-time fee of Rs 14,999 to prepare 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