10,000
Satisfied
Clients
4.9
Ratings on
Google
Rs.100Crs
Asset Under
Management
Your Expert Financial Advisor
from Guwahati
If you are looking for a trustworthy financial advisor in Guwahati, your search ends here. Traditional mutual fund and Insurance agents who present themselves as working in your best interest may not be. Their recommendations are based on commissions from AMCs and Insurance companies. As Guwahati slowly becomes the most significant economic hub in Northeast India, traditional advisors are no longer relevant. The need of the hour is structured financial advice that integrates planning, investment & risk management, and tax savings under one umbrella.
Modern families in Guwahati are in turmoil due to rising living costs, and disciplined money management is becoming increasingly important. The social framework offered by the joint family system is no longer there. Every resident of Guwahati needs professional financial advisory services to provide customized solutions and make the path to financial independence easier.
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We have experts who can assist you right now by phone or via an online Google Meet meeting.
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, thereby incentivizing the advisor to avoid errors. We focus on developing actionable strategies aligned 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 a dream home to educating their kids to saving for retirement. We analyze them against your current economic conditions, future life scenarios, and 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 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 well-suited to 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 Choose our Financial Advisor in Guwahati?
As demand for modern financial advisory services rises in Guwahati, everyone is seeking a trusted partner. NS Wealth, with over 16 years of experience in financial advisory services and serving more than 1,000 satisfied families, is gradually moving in this direction. We work with many modern professionals in Guwahati and help them navigate their journey toward financial independence. Most of our clients in Guwahati choose us because:
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
Frequently Asked Questions -FAQs
How much experience do you have working with salaried professionals, entrepreneurs, and NRIs based in Agra?
We have been working with residents of Agra 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.
How do you charge for your services—fee-only, commission, or a combination?
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.
What investment strategies do you recommend for clients living in Agra, considering the city’s economic dynamics?
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 Agra. The investment strategy we recommend for a client in Agra will also depend on the client’s risk profile.
How often will you review and update my portfolio in response to market changes?
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.
What digital tools or platforms do you use for easy tracking and communication?
NS Wealth offers every client an online investment account to track their investments, financial goals, and insurance policies.