Certified Financial Planners in Nagpur –The Best Fit for Nagpur

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

Asset Under
Management

Comprehensive Financial Planning for Nagpur

NS Wealth is a 360-degree financial planning provider and has been working with residents of Nagpur and other metro cities for the last 16 years. Its client-centric approach to financial planning provides unbiased financial advice for every stage of life, making it the ideal partner for residents of Nagpur. Nitin Sawant, a certified financial planner with 20+ years of experience, is the founder of the firm and leads a team of financial planners, investment experts, and insurance advisors to serve families’ financial needs in Nagpur.

At the heart of the firm’s practice lies its proprietary“Dream > Decide > Do” framework. The framework provides an integrated financial plan that aligns with our aspirations and translates them into concrete decisions. Our team of financial planners also helps you execute your choices in alignment with your financial profile and risk tolerance. Whether you are planning for your children’s education, buying a home, retiring early, or simply seeking financial independence, the firm’s proprietary framework keeps the focus on what truly matters to you and your family in Nagpur.

NS Wealth offers comprehensive financial planning, retirement planning, investment management, and insurance planning. They continuously monitor your financial health and investments to ensure they align with the plan. We are available both online and offline, and every client gets an online account to track progress in real time and stay connected with their planner and the advisor. For investors in Nagpur who are worried about balancing their lives and financial goals, NS Wealth Financial Planners are the ones to reach out to.

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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 Nagpur should choose NS Wealth?

Likely, your search for a Financial planner in the city of Nagpur ends here. NS Wealth is an FPSB-certified financial planner and a SEBI-certified Investment Advisory firm that you can trust because it understands your life, speaks clearly, and helps you stay financially disciplined. The firm brings together regulatory credibility, robust processes, and a human touch that aligns with what Nagpur investors typically look for in a long-term partner for money.
Key reasons why residents of Nagpur choose NS Wealth include:

  1. Proven planning process: NS Wealth’s proprietary financial planning “Dream, Decide and Do” framework is end-to-end and covers every aspect of one’s economic life. It starts with understanding the client’s current income and expenses, assets, and liabilities, and financial goals. A thorough check-up of financial health and working out a plan with step-wise actions, and helping the client to execute. The framework has already worked successfully for 1000+ families in Nagpur and across cities nationwide.
  2. End-to-end solution: If you are looking at a Financial Planner in Nagpur who offers 360-degree solutions coverage of all the aspects of a financial plan, then you are in the right place. We provide end-to-end goal planning, retirement planning, tax planning, and financial emergency planning.
  3. SEBI-registered, fee-only, and fiduciary: NS Wealth is a SEBI-registered financial advisor and a Certified Financial Planner, which means it operates under a fiduciary duty to put your interests first and adhere to strict regulatory standards. We follow a fee-only model, avoiding product commissions, so advice remains unbiased and transparent in terms of cost.
  4. Digital first service: In of the city of Nagpur, where you are based, we are always available online with both online and offline consultation. Every client of ours gets access of an Online investment account, using which they can track investment performance and different milestones of the financial plan. One can access their advisors on the NS Wealth platform in real time and get their queries sorted then and there.
  5. Ongoing support and reviews: Planning is not a time thing; markets and life both change. NS Wealth’s team of financial planners in Nagpur continuously reviews your portfolio and suggests changes if and when there is a requirement. Our advisors are always by your side as a partner, helping you navigate the journey towards financial independence.

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 Nagpur 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 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.

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