Financial Advisor Agra

Tailored for Chennaities

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Agra

Agra, known as the city of the Taj MahalMahal and various historical sites from the Mughal era, has its own unique challenges. As the city has evolved into a bustling tourist and manufacturing hub in Uttar Pradesh, residents have also begun facing challenges in leading their lives. Over the years, the cost of living in the city has increased faster than the incomes of many households. A structured approach to money management is the need of the hour.

All these challenges have increased the need for expert financial advice for families in Agra. Everybody needs to work with a trustworthy financial advisor in Agra who can help streamline scattered savings, insurance policies, and property investments into a clear, goal-oriented plan for families to create long-term financial wealth. It is here that NS Wealth Agra is trying to make a big difference. A SEBI-registered financial advisory firm that brings to the table an experience of 17+ years with the trust of 1000 Indian families, whom the firm has helped to date in their successful financial journey. A firm with its unique plan-based approach to personal finance and investments, which makes it the necessary partner for the residents of the city.

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NS wealth Financial Advisory Process

NS Wealth’s Process

At NS Wealth, we follow a proprietary process developed by our team, called the Dream, Decide, and Do framework. The core principles underlying this financial advisory process are transparency, research orientation, and risk management. Our fee-only advisory model aligns the advisor’s incentives with the client’s, forcing the advisor to avoid mistakes. We focus on creating actionable strategies that align with our life goals, income patterns, and risk tolerance.

Our Process includes:

Financial Health analysis: We begin by gaining a clear understanding of your current financial health, including your loans and preparedness for short-term and long-term financial emergencies & shocks. Fixing this before you start working on your financial goals is paramount to success.

Goal-Based Planning: Everyone has financial goals, ranging from buying the dream home to getting your kids educated to saving for retirement. We analyze them based on your current economic conditions, future life scenarios, and current investment strategies.Having a goal-based approach and adhering to it when investing increases the probability of success.

Portfolio strategy design: Based on your goals, risk profile, and financial health, we build a diversified investment portfolio using asset allocation and, if required, restructure your debt.

Portfolio implementation: Based on the strategy design, we identify the appropriate set of financial products that align with the required strategies, are tax-efficient, and are in line with future market conditions.

Periodic Review & Rebalancing: Our team reviews your portfolio regularly and holds quarterly client meetings to align it with market dynamics, changing life goals, and tax regimes.The review process helps our clients to stay on track with their financial goals.

Who we serve

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 should Choose our Financial Advisor in Agra?

Agra already has many traditional financial advisors, such as mutual fund distributors, insurance agents, and stock brokers. Still, their services matter less in the city’s new economic landscape. On the other hand, NS Wealth is a unique solution to your financial needs. It works as a fiduciary, which none of the traditional financial advisors do.The key reasons why most families of Agra rely on NS Wealth as their financial advisor are:

360-degree approach:

NS Wealth offers a unique 360-degree approach to financial management. Its team of financial advisors works with Certified Financial Planners, tax consultants, investment and insurance experts to build custom solutions that fit the client’s unique financial condition.

Regulatory protection:

Since NS Wealth operates under the SEBI RIA framework, it is legally required to work towards investor protection and provide solutions that meet their specific needs. On the other hand, traditional advisors push more products because high commissions drive their recommendations.

 

Proprietary framework:

Over the years of experience, NS Wealth’s team has built a proprietary framework. A framework that has proven its mettle in different market cycles and has been tested on clients with a particular financial profile. NS Wealth’s team of financial advisors in Agra brings this model to the city’s residents.

Nuanced local knowledge:

NS Wealth’s team of financial advisors is not only trained about broader financial markets, but also has a deep understanding of the local economy of Agra. It helps them frame solutions that are unique to Agra residents.

Tech-driven solutions:

All NS Wealth solutions are accessible to its clients through its proprietary tech platform, Plan 360. The plan gives instant access to NS Wealth’s team of advisors and also offers real-time tracking of investment and the personal balance sheet. It makes the client’s life very easy, as it allows them to access services from the comfort of their home.

 

NS Wealth Solutions Pvt Ltd provides Financial advisor services all over India :  Agra |  Ahmedabad |  Bangalore |  Bhopal |  Bhubaneswar |  Chandigarh |  Chennai |  Coimbatore |  Dehradun |  Delhi |  Guwahati |  Hyderabad |  Indore |  Jaipur |  Jamshedpur |  Kanpur |  Kolkata |  Lucknow |  Ludhiana |  Mumbai |  Nagpur |  Nashik |  Patna |  Pune |  Rajkot | Ranchi |  Surat |  Udaipur |  Vadodara |  Varanasi

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

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

We have been working with residents of Agra for the last 16 years, and we manage close to Rs 1000 crores of assets across the country. Whether you are salaried, an independent professional, an entrepreneur, or an NRI, we approach based on the client’s risk profile, current financial condition, and future goals, and we rebalance strategies as they change or market conditions change.

NS Wealth works on a fee-based model and doesn’t rely on commission. As a client, you pay a single fee to create the initial financial plan and a yearly cost of 1% based on the assets we manage for that client.

Any investment strategy we prescribe is for financial goals. The premise is that the investment should generate a return that exceeds current inflation and achieve the goal within its term, which may differ for clients living in Agra. The investment strategy we recommend for a client in Agra will also depend on the client’s risk profile.

In a regular scenario, we review and update your portfolio once a quarter because we recommend mostly goal-focused investments. But if market dynamics change rapidly, our advisory team, which tracks clients’ portfolios on a day-to-day basis, will suggest the necessary changes.

NS Wealth offers every client an online investment account to track their investments, financial goals, and insurance policies.