Financial Advisor Hyderabad

Tailored for Hyderabadis

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Hyderabad

Whether you are a salaried individual or a business professional in Hyderabad, if you are searching for the right kind of financial advice from an expert, your search ends here. NS wealth is the partner you can trust.

Hyderabad, a burgeoning metropolitan hub known as the city of pearls and a leading IT destination, presents a dynamic financial landscape for its residents. As an epicenter of technology innovation, pharmaceuticals, and traditional businesses, Hyderabad’s diverse population—from professionals and entrepreneurs to families and retirees—faces unique challenges and opportunities in managing their finances effectively.

Navigating the complex world of finance in Hyderabad requires more than just superficial advice. In this metropolis with a booming IT sector, diverse real estate trends, and varied investor profiles, achieving financial success requires a deep understanding of planning, market trends, and risk management. Each individual or family has distinct goals, whether it’s saving for education, buying their dream home, or creating a robust investment portfolio.

At NS Wealth Hyderabad, we recognize the importance of a pragmatic and personalized approach to money. As SEBI-registered financial advisors from Hyderabad, we carefully design plans that make the path to financial success for every Hyderabadi stress-free. Our successful experience of working with residents of Hyderabad for the last 16 years, with a team of Certified Financial Planners, Investment Analysts, Insurance and Tax Planners, has helped us build local expertise that we can blend with financial industry knowledge to work in the best interests of Hyderabadis. 

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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 Hyderabad choose us?

Choosing NS Wealth as your financial advisor in Hyderabad offers distinct advantages that holistically meet the city’s evolving financial needs and are client-focused.

Local Expertise

NS Wealth’s experience working with Hyderabad’s residents has helped it build a repository of local market knowledge. We pride ourselves on this local expertise, which we can further blend with our understanding of investments and insurance, enabling us to design a forward-looking strategy for everybody.

Personalized advice

Hyderabad is a blend of tradition and modernity. The city’s changing economic landscape is forcing a different approach. NS Wealth is the partner for Hyderabad, helping every resident with a personalized approach. We are masters at developing strategies that align with your financial profile, goals, risk appetite, and risk-taking capacity.

Full-stack firm

We provide end-to-end financial advisory solutions. Our service design considers every aspect of a client’s financial life and provides actionable strategies. We offer financial & insurance planning, investment management, tax planning, and even legal help with a will to transfer your wealth to the next generation.

Fee-based, zero-commission advisory

We don’t operate on a commission-based model that forces advisors to sell high-commission products. Our model is completely performance-linked. The fee we earn from financial advisory is directly linked to your financial success.

Technology-enabled financial advisory

We are a technology-first financial advisory firm. Over the years, we have developed proprietary technology that harnesses personal finance data and market intelligence to build advisory service models that suit every client’s requirements. Our online investment account is always at every client’s disposal for timely tracking and getting instant advice.

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

The firm runs on the core principle of building long-term relationships with clients. We thrive on the core values of integrity and transparency. As comprehensive financial advisors in Hyderabad, we work to create long-term partnerships with our clients and help them navigate their path to financial success at every stage of their lives.

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