Financial Advisor Jaipur

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 Jaipur

A Financial advisor by your side in Jaipur is necessary to navigate the city’s ever-changing economic landscape. Evolving lifestyle patterns, rising costs of education and healthcare, and increasing challenges in professional life demand better money management, a role that a Financial advisor can play. NS Wealth’s team of Financial Advisors in Jaipur can be the ideal partner for life, helping every Jaipurite navigate their life more effectively and achieve financial independence seamlessly.

NS Wealth, a firm that offers holistic financial advisory services, draws on years of experience providing solutions to the needs of busy professionals, business owners, doctors, and IT professionals in Jaipur who seek clarity and direction in their financial journey. The team collaborates continuously with Certified Financial Planners, Investment & Tax experts, and Insurance advisors to deliver comprehensive solutions to every client’s requirements. The team is the apt training to create financial roadmaps covering every aspect of your financial life- from budgeting and savings to investments, retirement planning, tax optimization, and estate planning.

The firm offers fee-only financial advisors who operate without conflicts of interest, ensuring every recommendation serves your best interests rather than generating commissions. Provides a 360-degree approach to money management and planning, where they first examine your income, expenses, assets, and liabilities, then craft goals and achievable strategies that evolve with life and market circumstances. The firm has been operating for 16+ years, has served 1000+ families on their journey, currently manages an AUM of Rs. 1000 crores, has branches in most Indian metros, except Jaipur, and also offers end-to-end financial advisory services online.

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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 Jaipur?

NS Wealth is a SEBI-certified Investment advisor and a FPSB Certified Financial Planner, offering both online and offline financial advisory services across Jaipur. The firm is legally bound to act as a fiduciary, placing your interest above everything else. The key reasons residents should consider NS Wealth as their financial advisor are.

Proprietary framework:

NS Wealth has its own proprietary “Dream, Decide and Do ” framework, built over years of experience, which forms the basis of any financial advice. The “Dream” phase involves a collaborative approach in which every NS Wealth client sits with a financial advisor to articulate life goals and aspirations beyond numbers. The “Decide” phase consists of working with the client in strategizing a financial plan tailored to their needs, and the “Do” phase is the execution stage. Our Financial Advisors empower every client to implement and execute the plan with continuous guidance and support. The systematic framework is already helping many families and individuals of Jaipur in their journey to achieve financial independence.

Local Presence with National Expertise:

While NS Wealth’s team is already serving families across all Indian metros, it also has a dedicated team of Financial Advisors in Jaipur. The team has far greater experience of the local economy and the opportunities it provides. They combine local knowledge with national expertise to create the perfect balance in their recommendations. The team stays up to date on regional tax regulations, local investment opportunities, and Rajasthan-specific financial planning considerations that will impact your wealth-building journey.

Proven track record and experience:

The financial advisors from the NS Wealth team in Jaipur have been serving Jaipur families for the past 16+ years on their financial journey. Our expertise in managing portfolios exceeding Rs 1000+ crores reflects the trust placed in us by sophisticated investors who demand results. The firm’s vision is to create an all-encompassing financial management system that frees individuals from financial stress.

Transparent, client-centric processes:

Transparency is a built into the service delivery process. We ensure that every client understands the different steps, has a clear-cut fee structure, follows a product recommendation methodology, and receives regular reviews. Our team of financial advisors conducts a quarterly review of each client’s plan and portfolio and tracks key milestones. Every client receives a quarterly report and can also track their progress in the NS Wealth mobile app in real time.

Digital service:

NS Wealth offers an online investment account that you can access on desktop and mobile. By logging into the account, you can get real-time access to the current financial plan & the portfolio. The account also provides real-time analytics on portfolio performance and a comparison with a suitable benchmark. The NS Wealth online platform also provides clients with instant access to their financial advisor to raise questions and get them sorted. Irrespective of where in Jaipur you are, you can use our online account to get service and take recommendations and guidance from the advisor whenever you need them.

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 Jaipur 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 Jaipur. 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