Financial Advisor Bhopal

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 Bhopal

Bhopal, a city that is slowly evolving from the old town of Lakes into a modern metropolis, has also changed its population mix. The residents of the city now include people from all economic strata, from government employees, PSU staff, private professionals, and small business owners. All these changes have led to a shift in the lifestyle of the city’s residents, demanding a change in how they manage money. Though families are enjoying steady incomes, they are also facing confusion about how to invest for different financial goals and how to build a path to financial independence. Working with a skilled Financial Advisor in Bhopal who can turn scattered investments into a clear, goal-based plan for the family’s future is the need of the hour.

NS Wealth is an SEBI-Registered, fee-only Investment advisor that serves families in Bhopal to help them achieve financial independence. It offers fee-based advisory services that significantly reduce conflicts of interest and keep recommendations aligned with your goals, risk profile, and horizon. A one-stop solution provider that covers every aspect of financial well-being, from planning to investments, to insurance and taxation.

NS Wealth Solution Pvt Limited is the right financial partner every family in Bhopal is looking for.

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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 Bhopal?

NS Wealth Solutions Pvt Limited is a modern-age financial advisory firm that operates under the SEBI’s RIA framework, ensuring complete fiduciary responsibility. The firm has its own proprietary framework, the “Dream, Decide and Do” framework, which has worked for 1000+ families across different markets and economic conditions over 16 years.
Families of Bhopal should choose NS Wealth because:

Holistic planning approach:

NS Wealth follows a holistic approach in its financial advisory process. The approach covers every aspect of a family’s financial life. Our financial advisors begin developing a financial plan for the client based on their economic health, financial goals, and risk tolerance. They cover other aspects of your financial life, such as creating an emergency fund, protecting your goals against future uncertainties, and optimising for Indian taxes.

Transparent process:

We believe in having complete transparency with our clients. Our Financial Advisors in Bhopal take every effort to explain to you the risks involved with a particular investment, how the financial plan would evolve at every stage of your life, and to help you navigate the complexity and jargon associated with various financial products.

Fee-based service:

We don’t push sales of financial products for commissions. We charge clients based on their outcomes. The fee structure is completely transparent so that the client knows what they are paying for.

Continuous support:

We believe in building long-term relationships with our clients. We support you at every stage of your financial journey. Our advisors conduct quarterly audits with every client, evaluate changes as needed, and guide the client with the right advice.

Digital Service with Human Touch:

Irrespective of the part of Bhopal you are based in, you can access our services from the comfort of your home through digital meetings, emails, and WhatsApp. Every client gets access to our digital Plan360 account, through which they can track portfolio performance and plan progression.

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 Bhopal 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 Bhopal. The investment strategy we recommend for a client in Bhopal 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.