Financial Advisor Ahmedabad

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 Ahmedabad

Ahmedabad, the capital of Gujarat, is slowly transforming into a modern city. There is a growing community of professionals, entrepreneurs, and families that includes common Gujaratis and residents from other states in India. As the city’s economic environment evolves amid a more stressful life, navigating it is becoming more challenging. The rising cost of living and career challenges are making it tough to strike a balance between regular life and financial life. As things evolve, residents of Ahmedabad have started demanding expert professional advice to help them on this journey. Planning for children’s education or for retirement so that you don’t outlive your money, there is a rising need for comprehensive financial advisory services in the city of Ahmedabad. NS Wealth, a financial advisory firm with a legacy of 16+ years, is best suited to serve the residents of Ahmedabad.

Since NS Wealth’s initial launch in Ahmedabad, its team of Financial advisors has already been working with many families in the city. The firm offers its services both online and offline. Irrespective of the part of Ahmedabad you are based in, there is always an NS Wealth advisor by your side.

NS Wealth’s Financial advisors in Ahmedabad work with clients with different financial profiles. Whether you are a Government employee, a doctor, or a regular Gujarati business person, we cover it all. The firm’s 360-degree approach to financial management, which can help you optimise for retirement, financial goals, tax savings, investments, and risk management through insurance, makes it ideal for every resident of Ahmedabad.

The fee-based advisory services offered by NS Wealth differentiate it from other financial advisors in Ahmedabad. As a SEBI-registered Investment Advisor, NS Wealth is legally bound to act in a fiduciary role. Our recommendations prioritize a client’s economic profile, risk-taking ability & financial aspirations and are not governed by commissions on financial products. We don’t push products to you; we work in your favour by evaluating financial products from brands based on technical factors and your priorities.

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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 our Financial Advisor in Ahmedabad?

Trust forms the foundation of any financial relationship. NS Wealth brings to the city of Ahmedabad 16+ years of legacy and trust from 1000+ families—people already trust us with Rs. 1000 crores in investments. Why do we think we are the ideal partner for residents of Ahmedabad?

Unbiased and client-centric approach:

Founded in 2008 by Nitin Sawant and a team of seasoned professionals, NS Wealth emerged from a vision to create an all-encompassing financial management free from product-pushing and hidden conflicts of interest. We offer cost-effective, performance-driven, and goal-oriented solutions over commission-generating products.

360-degree approach:

We cover every aspect of your financial life, starting with financial planning, investment management, tax and estate planning, and risk management. NS Wealth is a one-stop shop for all the needs of residents of Ahmedabad. Our team of financial advisors in Ahmedabad is backed by investment analysts, tax experts, Certified financial planners, and risk-management experts, who ensure that every recommendation we make is tailored to your financial profile.

Continuous support through life’s journey:

Financial planning isn’t a one-time transaction; it’s an evolving relationship that adapts to your changing circumstances. We do periodic reviews, typically every quarter, to ensure your financial plan remains aligned with goals and responsive to market dynamics.

 

Transparent methodology:

We believe in empowering clients through financial education rather than creating dependency. Our advisors invest time explaining the rationale behind every recommendation, helping you understand how each strategy contributes to your larger financial picture.

Digital first service with human touch:

Every NS Wealth gets access to an online investment account. The platform is available on both desktop and as a mobile app. The account helps you track your investments and financial goals, plus provides instant access to a team of experts. Our advisors are always available for a quick session online. In this busy life, when there is less time to do things physically, the NS Wealth’s digital platform comes as a real breather.

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 Ahmedabad 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 rebalance the strategies as they change or the 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 Ahmedabad. The investment strategy we recommend for a client in Bangalore 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.
An articulate playbook on what to think when working on your financial plan and how to approach different life scenarios and market conditions, developed by the NS Wealth team