Certified Financial Planners in Pune –The Best Fit for Punekars

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Comprehensive Financial Planning for Punekars

Pune, the cultural capital of Maharashtra, is once believed to be the best city for retirees. Now the town has grown into a bustling metropolis and is home to all Global tech recruiters. The growing concern among most Punekars is the rise in real estate and lifestyle costs, making it unaffordable for many, pushing them to stay in the outer perimeter of the city. The changing lifestyle and increasing cost of living are forcing many residents of Pune to adopt a more pragmatic approach to managing their finances. Rather than just relying on traditional investment options like an FD offered by banks, Punekars have started reaching out to Certified Financial Planners to build a comprehensive approach to money management.
NS Wealth, a Comprehensive financial planning firm with its office in Kothrud, Pune, has been working with Punekars for the last 20 Years in navigating their financial journey. Its team of Certified Financial Planners and investment, insurance, and tax experts has been working in this direction and has helped close to 1000+ families in the city of Pune.
NS Wealth is a Pune-based SEBI-registered Investment Advisor and a Certified Financial Planner that has been helping clients in Pune achieve success through its proprietary financial planning approach, the Dream, Decide, and Do framework.
Whether you are an IT sector employee, a startup founder, a government employee, or a public sector retiree, NS Wealth’s Comprehensive Financial Service for Punekars has something for everyone.

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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 in Pune is here to support every Punekar 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 financial 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 financial 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 Punekars should choose us ?

More than 1000+ families across the country trust NS Wealth today. We are not there to sell you financial products for high commission but rather to follow a more pragmatic approach to help every Punekar achieve their financial goals.
NS Wealth’s team offers every client an ideal mix of experts ( Financial Planners, Investment & Insurance Experts, and Tax Consultants ), who team up in the best interest of the client to work on the path to their financial success. We follow a scientific and proprietary approach to financial planning for all our clients, which we refer to as the Dream, Decide, and Do framework. Our aim in any client engagement involves working out a suitable plan, executing the steps to achieve its objective, and continuously reviewing progress to ensure everything remains in order.

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 Pune is essential. The tiring lifestyle of Punekars 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.

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