Certified Financial Planners in Mumbai –The Best Fit for Mumbaikars

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

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Rs.100Crs

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Comprehensive Financial Planning for Mumbaikars

Mumbai is a dream city for many Indians. Still, rising inflation, soaring real estate prices, increasing costs of child education, and many other factors are making it challenging for many people to fulfill their dreams and sustain themselves in this city. That is where having a financial plan, through which an average Mumbaikar can plan, plays a vital role. NS Wealth, an FPSB-certified Financial planning firm, is more than just a service provider. With our team of qualified financial planners, investment & insurance experts, and tax consultants, we are your trusted guide in navigating the complex financial landscape of Mumbai.
With a combined experience of over 20 years, NS Wealth has successfully guided more than 1,000 families in Mumbai through their financial journeys. Our track record speaks for itself, demonstrating our reliability and commitment to our clients.
Remember:
At NS Wealth, we’re not just Mutual fund distributors or insurance agents. We’re certified financial experts, working 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 Mumbai achieve their financial goals, handle financial emergencies & tax issues, and transfer wealth to the next generation. Choose NS Wealth for a healthier financial future

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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?

Planning for a Client’s financial life requires expert knowledge:

  • To understand the dynamics of the lifecycle and how it connects with the wealth cycle.
  • Preparing them for all unforeseen financial and life emergencies
  • Helping them navigate their journey under different economic conditions.
  • About various financial Products, from mutual fund schemes, insurance policies, and others.
  • About the Indian personal taxation laws, the hereditary laws, and others that are essential.

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 Mumbaikars should choose us ?

Don’t just choose NS Wealth for the experience or legacy we bring to the table.
We have everything for everybody. Whether you are planning for your kids’ education, marriage, or dream home in Mumbai, or want to ensure that you don’t outlive your retirement fund, we have a solution for every Mumbaiker’s financial need. Our bundled services include planning for financial goals, taxes, retirement, and emergencies, making us a one-stop provider of all solutions.
Our proprietary approach to financial planning, strong ties with the financial industry & dedicated product experts make us the right partner for every Mumbaiker.

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 Mumbai is essential. The tiring lifestyle of Mumbaikars 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.

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 a yearly fee that one must pay each year, 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