Financial Advisor Chennai

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 Chennai

Chennai stands at the crossroads of tradition and innovation, making wealth management more vital than ever for its residents. From its bustling IT corridors and manufacturing hubs to its ornate temples and vibrant cultural heritage, the city attracts an array of professionals, entrepreneurs, and families dedicated to building brighter financial futures. However, the journey to financial success can be daunting in an evolving economic environment fueled by global influences, regulatory shifts, and rising aspirations.

For every resident of Chennai, financial planning goes beyond savings in fixed deposits and mutual funds. Managing money requires more than that. It requires thoughtful strategies to balance between financial health, long-term goals, and risk management. An astute understanding of the local economic conditions is also a must. Local conditions — whether related to real estate prices, education, or healthcare costs — along with personal preferences, have to be baked into the process.

NS Wealth just delivers that. A customer-focused financial advisory firm that has been working with the residents of Chennai for the last 16 years. As SEBI-certified financial advisors from Chennai, we bring not only a deep understanding of the city’s aspirations but also a detailed, pragmatic, research-based approach to help Chennaites navigate their path to financial success. Whether you are a salaried professional, a business owner, or a retiree, our solutions can be customized to your specific needs. Every financial plan we work on considers local opportunities, risk factors, and the client’s personal preferences. We aim to help is make the path to financial success of every resident of Chennai easy and stress-free.

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 Chennai choose us?

Being financially successful in Chennai is not just about generating ever-higher returns. It requires detailed planning, identifying the right financial products, executing the plan, and a continuous tracking mechanism to stay on track. NS Wealth stands out as the preferred partner for achieving financial independence for a broad spectrum of Chennai residents.

Local Expertise

NS Wealth’s more profound understanding of Chennai’s socio-economic landscape makes it the right partner for its residents. We easily blend this local expertise with market insights in our advisory process with keen attention to asset allocation, tax efficiency, and risk management.

Personalized advice

Every resident of Chennai has their own set of goals, risk appetite, and risk-taking capacity. NS Wealth’s financial advisory service bakes this into their process to offer pragmatic financial planning, investment management, insurance, and tax planning to support our clients in fulfilling their financial aspirations.

Full-stack firm

The Dynamic economic environment of the city requires everyone to approach their finances comprehensively. NS Wealth, a full-stack financial advisory firm based in Chennai, integrates this into its thought process to offer solutions that are necessary at different life stages of the client, keeping their risk appetite and risk-taking capacity in perspective.

Fee-based commission advisory

NS Wealth is certified as a SEBI-registered investment advisor, which means recommendations are always shaped by your interests, not commissions or third-party affiliations. Clients enjoy the confidence that strong ethics, rigorous research, and legal accountability back every decision.

Technology-enabled financial advisory

Technology is the backbone of NS Wealth’s financial advisory service. We ensure complete data security through the latest fintech technology and advanced tools that enable better implementation.

SEBI-Registered Expertise

As an SEBI-registered financial advisory firm, we are always there by your side and act as fiduciaries for your wealth. As a regulated entity, we adhere to global transparency standards to ensure we are responsible for clients’ financial success at every point.

Trusted client relationships

 We are dedicated to building long-term relationships with our clients. We offer solutions with results benchmarked against the client’s goals. The focus is always on transparency, adaptability, and performance in partnership with the client. We are not here to sell you products for high commission; our advisory fee and services are always benchmarked against the client’s success.

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 Chennai 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 intended to support 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 Chennai. The investment strategy we recommend for a client in Chennai 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.