Financial Advisor Dehradun

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 Dehradun

Dehradun has its unique mix of residents from different economic backgrounds. People work with the government, PSUs, the Indian army, and local businesses. Over the years, the local economy has also transformed, from a small town in the foothills of Garwal to the capital of Uttarakhand. Though all these have led to generating solid income for families, they have also increased the challenges of managing money to satisfy short-term and long-term needs.

All these changes have increased the need for expert financial advice, and NS Wealth is leading the way with a fee-based financial advisory service in Dehradun. Dehradun’s first fee-based financial advisory firm that offers one-stop solutions for all residents of Dehradun. The NS Wealth team of financial advisors in Dehradun works closely with experts across fields such as investment, planning, taxation, insurance, and debt management to offer 360-degree advice to their clients.

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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 Dehradun?

Though Dehradun has many traditional financial advisors, such as mutual fund distributors and Insurance agents, NS Wealth is one of the few financial advisors in the city that operates under the SEBI RIA framework. The framework offers investor protection and clarity.Families of Dehradun prefer NS Wealth as their financial advisor because:

Planning-focused approach:

Buying or investing in financial products without planning can be devastating. NS Wealth brings a financial advisory service to the city of Dehradun, offering a structured process for managing money. Our advisors start by articulating financial goals, then evaluating your risk-taking ability, and then drawing a plan to navigate the strategy for achieving financial independence. The structured approach puts all your scattered investments into a clear plan to build long-term wealth for your family.

One Point solution:

The NS Wealth team has experts in all fields, from investment to taxation to insurance to planning. The client doesn’t have a hoop between different service providers. NS Wealth’s team of financial advisors in Dehradun works closely with experts from various fields to ensure that their financial advice covers every aspect of your financial life.

Regulatory protection:

Since NS Wealth operates under the SEBI RIA framework, which automatically ensures better protection of investor rights and a strong grievance redressal mechanism.

Continuous support:

NS Wealth’s financial advisor in Dehradun is not there to engage with the client on transactions. They continuously track your financial plan, hold quarterly review sessions with the client, and suggest changes when needed.

Technology-driven:

Residents of Dehradun don’t need to leave their homes to get financial advice. NS Wealth’s financial advisors are available via email, SMS, WhatsApp, and Zoom. The firm also provides each of its clients with an online account free of charge, making it easy to track investments and the progress of the financial plan.

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