Financial Advisor Delhi

Tailored for Delhities

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Delhi

Your search ends here if you are looking for the right partner in Delhi who can help you manage your money better. NS Wealth is a premier financial advisory firm based in Delhi, which provides both online and offline advisory services. A SEBI-registered financial advisor with 16 years of experience managing the wealth of 1000+ families with assets under advice of Rs. 1000 crores.

The firm was founded by Nitin Sawat, a SEBI-registered investment advisor and FPSB-certified financial planner with 20+ years of industry experience.

The firm offers comprehensive financial advisory services in Delhi, including planning, investment management, insurance, tax planning, and legal support to draft a will to transfer wealth to the next generation. Whether you are salaried or an independent professional, the firm caters to the needs of each type of client as they navigate their journey towards financial independence. 

NS Wealth uses a proprietary market research methodology, combining modern financial planning methods to help clients achieve their financial goals. We are a team of financial planners, investment analysts, and insurance experts, trained over 20+ years, capable of offering personalized financial advice to you. Whether you are planning for your kids’ education or marriage, an emergency fund, or retirement, NS Wealth’s team is equipped to help. Plus, the firm’s proprietary market research techniques help clients navigate any market condition.

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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 Delhi choose us?

Delhi is the capital of India and offers many job opportunities as it grows into a megacity, a top hub for migrant professionals from across the country. The rising complexities and increasing cost of living in the city require a detailed, pragmatic approach to money. Whether you are a central or state government employee, work with a private corporation, or are an entrepreneur trying to make a mark in the city, NS Wealth’s comprehensive approach to financial management, using modern financial advisory techniques with local market understanding, makes it the ideal partner for most Delhiites.

Local Expertise

Our understanding of Delhi’s economic landscape and markets, combined with years of experience, makes us the right partner for all Delhiites.

Personalized advice

Our proprietary financial planning and management approach enables us to offer tailored financial advisory services. We start by understanding your current financial situation and where you want to be in the future, and help everyone plan their journey accordingly. We thoroughly detail every client’s risk profile and risk-taking capabilities before we start working on a personalized strategy, and this deeper understanding helps us support them in staying ahead in their financial journey

Full-stack firm

We cover all elements of personal financial management, starting with creating a plan for your financial goals, preparing the client for future emergencies, and managing investments across different market conditions. We also offer tax filing and optimization services to your client, making us the one-stop shop for all their financial needs.

Fee-based advisory

Our service is designed to have us act as a fiduciary for your money. Our advice is not motivated by product commissions. We work on a fee-based model, and your success is essential to our financial success.

Technology-enabled financial advisory

 NS Wealth’s complete financial advisory stack is built on the latest fintech technology. Our advisors are powered by modern-day AI-based analytics, which help them stay on their toes. Every client is offered an online investment account, which provides transparency and allows them to track their money. No more offline paperwork: our client-centric technology platform also supports transactions across multiple financial products.

SEBI-Registered Expertise

You might get confused with multiple agents and salespeople who are entirely out of the purview of regulation, and might sell you the wrong products for high commission. One can avoid that by coming to us, as we are a SEBI-registered financial advisor from Delhi. As a regulated entity, we also need to maintain a robust system of compliant redressal to protect clients from fraudulent advice.

Trusted client relationships

 NS Wealth’s underlying foundation is built on the thesis of building long-term relationships with the clients. We are not here for short-term gains by selling wrong high-commission products. As a comprehensive service provider, we can help clients at every stage of their financial journey, making us their trusted partner.

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