10,000
Satisfied
Clients
4.9
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Google
Rs.100Crs
Asset Under
Management
Comprehensive Financial Planning for Jaipur
NS Wealth is a client-centric financial planning firm with 16+ years of experience in helping families and individuals in Jaipur in their journey to achieve financial freedom. If you want someone to consolidate your scattered investments into a single, well-thought-out plan for your future, the financial planning team at NS Wealth is the right partner. The FPSB-certified financial planning firm has its own proprietary planning framework called the “Dream>Decide> Do” framework. The framework that translates your dreams into clear decisions and then executes them with practical, measurable strategies.
NS Wealth is a SEBI-certified Investment Advisor and a Certified Financial Planner, offering unbiased financial advice to its clients. The advice follows a data-driven approach: the advisors first try to decode each client’s risk tolerance, economic goals, current income and expenses, assets, and liabilities, and then work on a detailed financial plan. The financial planning recommendations focused on your current financial status and life stage, as well as your probable future.
For Jaipur-based families and professionals, a financial planner from NS Wealth becomes a long-term thinking partner, not just someone who suggests the best products from time to time. From building a comprehensive reserve for your child’s education and marriage and your retirement, to creating a backup for financial emergencies, our extensive financial services can help you develop a structured path for all your needs. Our process doesn’t stop at advice; we provide all the support you need to execute the plan. Periodic review is what we keep doing, so you always have up-to-date plans for any changes in your life and market conditions.
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Our Planning process
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, ensuring 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
Professionals
Families
Entrepreneurs
NRIs
Retirees
Why Jaipur should choose NS Wealth?
Residents of Jaipur often juggle multiple priorities while trying to make sense of financial goals.NS Wealth, your financial planner in Jaipur, can bring some relief to this mess. Suppose you choose NS Wealth as your financial planner in Jaipur. In that case, you will receive a coordinated, conflict-free advisory relationship designed to simplify decision-making and keep you on track on your financial journey. Key reasons why Jaipur investors choose NS Wealth include:
- 360-Degree Planning service: NS Wealth’s comprehensive financial services offer an end-to-end solution for all your financial needs. It starts with understanding your current financial profile and your future financial aspirations, building a well-thought-out plan to reach your goals on time, and developing a portfolio strategy optimized for better risk-adjusted returns and tax benefits. Our Financial planners continuously monitor your investments and ensure the outcomes align well with your financial plan.
- Fee-only and unbiased advice: NS Wealth acts as a fiduciary for your wealth. Our advice centers on the clients. We ensure that the products we recommend offer better risk-adjusted returns, a low expense ratio, and always the best in their category. We don’t rely on high commissions from financial products; instead, we charge a performance-based fee.
- Clear and transparent process: We ensure proper disclosure of every step the client takes when engaging with us. You can expect continuous review of your plan and portfolio by a dedicated planner, with prompt direction whenever there is a change. A transparent fee structure that makes things easy for our clients to understand what they are paying for and what they are getting.
- Digitally-enabled, human-driven service: Every NS Wealth client gets an online account, which they can access through the browser and also through a mobile app. The account provides clients with real-time tracking of their portfolio and plan, making it easy for them to understand how they are performing against their milestones. In addition to real-time access through the platform, every client also has access to their dedicated financial planner and a team of research analysts who are always prompt in responding to all your questions.
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.
