Financial Advisor Coimbatore

Tailored for Coimbatore

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
inCoimbatore

Coimbatore’s economy, driven by manufacturing, textiles, engineering, IT, anda growing startup ecosystem, means many households earn well, but they struggle to channel their money efficiently. A structured approach to money management is needed for the residents of the city. The residents are confused by the different promises made by financial institutions and the plethora of similar-looking financial products. All of this has made the life of an ordinary man in Coimbatore tough, as it is not easy to have a clear roadmap to achieve economic independence in the near future.

This confusion has increased the need for professional expert help among residents of Coimbatore. The need for Professional Financial Advisors in Coimbatore is urgent, who have both a broader understanding of the financial markets and an understanding of the city’s changing economic landscape.

NS Wealth’s financial advisory team works with every client as a partner for their financial life.
Our financial advisors first conduct a deep analysis of every client’s financial health, articulate their goals, and then evaluate their risk-taking capacity. It is followed by the creation of an execution plan that considers Indian tax laws. The main objective of NS Wealth’s financial advisory service is not only wealth creation but also financial independence.

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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 Coimbatore choose us?

NS Wealth Solutions Pvt Limited brings to the city of Coimbatore a legacy of 17+ years and the highest success rate of helping 1000+ families across India in their journey towards financial freedom. A SEBI-Registered Investment Advisor that offers fee-based and performance-linked financial advisory services.
Investors in Coimbatore should choose NS Wealth because:

Fiduciary responsibility:

Unlike mutual fund distributors and insurance agents, who are more concerned with pushing products that pay high commissions, NS Wealth operates on a fee-based model and bears complete responsibility for the impact of any recommendation. The fee is dependent on your success.

Holistic service:

NS Wealth is a one-stop solution provider. Investors of Coimbatore don’t need to go to multiple experts to get a complete overview of their money. The financial advisor team at NS Wealth is backed by planners, investment experts, and tax and insurance consultants. Every recommendation from our team is based on a complete overview of a client’s financial state.

Long-term relationship building:

NS Wealth’s intervention with any client is not just one transaction. We are here to help you at every stage of your financial journey and to guide your process through different market cycles. Our advisors continuously monitor your portfolio performance and how things are going in line with your financial plan so that the clients stay on track.

Local expertise with global outlook:

Our financial advisors in Coimbatore are not only trained in broader financial markets but also have a deep understanding of the local economy. It helps them to tweak their recommendations, which is apt for residents of the Comibatore.

Digital service with human support:

You can reach our advisory team both online and offline. Every client gets access to a digital investment account where they can track their investments, insurance policies, and plan in real time, and also get instant recommendations from their preferred expert.

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