Financial Advisor Bangalore

Tailored for Bangalorians

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Bangalore

As a Bangalorian, if you are looking for a financial advisor who can offer comprehensive advice, your search ends here. NS Wealth is a firm you can trust.

We are a 16-year-old financial advisory firm led by Nitin Sawant and his team of Certified Financial Planners, Investment Researchers, and Insurance experts. Our service offering includes a full-stack solution that addresses the specific needs of any average Bangalorian, starting with financial planning, tax planning, investment management, and insurance. The firm’s vision is to help its clients achieve economic independence and long-term growth.

Whether you are planning for your retirement, building a diversified investment portfolio, or securing your family’s future, our firm’s financial advisory services are tailored to meet the specific goals of individuals and families in Bangalore’s fast-paced financial environment.

Bangalore, India’s technology hub, has a growing population of IT professionals seeking structured, innovative personal finance management solutions, and navigating the complex world of finance without any expert help can lead to an unmanageable situation. By partnering with NS Wealth, you can gain access to a SEBI-registered team of investment advisors, FPSB-certified financial planners, and IRDA-certified Insurance experts, who can combine market expertise & modern analytics to create & execute personal financial strategies that can help you achieve financial independence.

Looking to speak to an Expert?

We have experts who can assist you right now by phone or via an online Google Meet meeting.

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 Bangalore choose us?

Bangalore is a growing economic hub filled with startups, entrepreneurs, and tech professionals, which demands financial expertise beyond the generic. The job market is highly paying but is also volatile. Plus, there is a rising complexity in financial products. All these require a much more advanced approach to personal finance, an exhaustive planning, modern-day analytics, and a financial advisor who is prompt and always at your disposal. 

NS Wealth’s team brings that expertise from 16+ years of experience, helping 1000+ families and managing Rs 1000 crs in assets. We are available both online and offline, and regardless of where in Bangalore you are, you can always reach our advisors.  Our deep understanding of the space makes us the ideal partner for every Banglorian to balance growth with stability in India’s most dynamic city.

Local Understanding

Extensive experience of NS Wealth’s financial advisors working with Bangalore’s salaried professionals, entrepreneurs, and NRIs. Irrespective of your financial profile or understanding of money, our team is always there to help you navigate your financial journey.

Personalized advice

Our deep understanding of financial markets and the advisory framework we follow make us your ideal partner for customized advice that considers your lifestyle, savings potential, and future aspirations. We regularly monitor financial health and changing wealth patterns in response to market dynamics and recommend that you take prompt action when needed.

Full-stack firm

We offer comprehensive financial advisory covering every aspect of a client’s financial journey. Whether it is investing, insurance, tax planning, debt management, or any kind of financial goal—such as child education, retirement planning, or emergency planning — we offer expertise across the board.

Fee-only advisory

Our service is completely fee-based and is linked to your financial performance. Our incentives are not aligned with hefty commissions offered by AMCs, insurance companies, etc. We represent you when we talk to different financial intermediaries, not them. As our incentives are aligned with your success, our advice also follows the same principle.

Technology-enabled financial advisory

 Our service is backed by modern-day technology-enabled planning and market intelligence tools. The advice is also data-backed, powered by strong analytics. We also offer an online personal finance management account that lets every client keep track of their money and their advisor in real time.

SEBI-Registered Expertise

As a SEBI-registered financial advisor, we provide unbiased advice, acting in the best interests of every client. We ensure transparency is maintained at every step of the process.

Trusted client relationships

 Our emphasis is on building long-term relationships built on integrity, communication, and continuous financial improvement. Our existing clients have been working with us for an average of 5 years, so we have partners for them across all economic situations and market cycles.

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 Bangalore 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 Bangalore. 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 necessary changes as needed.

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