Financial Advisor Indore

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 Indore

Securing your financial future demands more than just saving money —it requires strategic planning, disciplined execution, and expert guidance—a professional who understands market dynamics and risk management. NS Wealth emerges as Indore’s trusted financial advisor, offering a 360-degree approach to financial planning. A SEBI-registered Financial advisor, with 16+ years of experience, committed to delivering unbiased and client-focused financial solutions.

Nitin Sawant, a financial industry veteran with 20 years of experience, is the soul behind NS Wealth. The firm currently has a team of Certified Financial Planners, Investment and tax experts, and insurance experts, and has a presence in Nagpur and most Indian cities.
If you are looking for financial advice in Nagpur, you can also do it from your home by meeting with the advisor on Google Meet, Zoom, and other preferred platforms.

The firm uses a proprietary “Dream, Decide, and Do” framework in its financial advisory process. Every client’s journey starts with a complimentary introductory call, during which our advisors explore their financial background & help them articulate their financial goals. The follow-up steps involve working on a financial plan with actionable strategies, followed by a quarterly review. Our commitment extends through regular period reviews that adapt your plan to market fluctuations, regulatory changes, and evolving life circumstances.

Looking to speak to an Expert?

We have experts who can assist you right now by phone or via an online Google Meet meeting.

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 Indore?

If you are looking for a financial advisor in Indore with an established track record, your search ends here. Currently, close to 1000+ families trust us with their money, and our online and offline presence in Indore makes us the ideal partner for residents of Indore for all their financial needs.

SEBI-Registered Entity:

NS Wealth operates under a SEBI-registered investment advisor license in Indore, ensuring regulatory oversight and accountability. The registration law requires NS Wealth to act as a fiduciary, placing your financial interests ahead of its own. Regulatory oversight means you’re working with professionals bound by stringent ethical standards, compliance requirements, and professional conduct guidelines.

Local knowledge with National expertise:

Our team of financial advisors in Indore is well-versed in the city’s economic realities. They know the financial challenges a typical Indore resident faces and incorporate that knowledge into their recommendations. Because of the firm’s national presence, the team also brings much broader expertise, which they blend with the local knowledge to build solutions that matter the most.

360-Degree Financial Advisory service:

Personal finance management is not just about finding the best mutual scheme; it also includes a more comprehensive approach. Understanding the client’s financial profile and risk-taking capacity and finding solutions tailored to their needs is of utmost importance. NS Wealth’s 360-degree financial advisory approach caters to every aspect of financial health, making it the ideal partner for every resident of Indore.

Commitment to transparency:

The core principle that drives NS Wealth’s service delivery is transparency. We educate the client at every step of the process, including fees, product recommendations, and plans. A continuous commitment from our advisors to keep track of your plan and portfolio to ensure that you reach financial milestones on time.

Digital first:

Irrespective of where in Indore you are, you can reach our financial advisors anytime online. NS Wealth offers each client an online investment account through which they can track their portfolio progress, plan, and act promptly when needed.

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 Indore 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 Indore. The investment strategy we recommend for a client in Bangalore 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.
An articulate playbook on what to think when working on your financial plan and how to approach different life scenarios and market conditions, developed by the NS Wealth team