Financial Advisor Kanpur

Tailored for Kanpur

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Kanpur

Kanpur’s economic mix is changing from being once a city of traditional business owners to a town with a larger middle class, and modern businesses are thriving and driving livelihoods. As most modern metropolises demand, residents of Kanpur are rethinking their journey towards financial independence. NS Wealth is trying to play a much bigger role here. A SEBI-registered Investment Advisor, with 17+ years of experience, currently working with 1000+ Indian families in their journey to achieve financial independence.

NS Wealth’s Financial Advisory service for residents of Kanpur is a one-stop solution covering financial planning, investment management, tax & insurance planning. The team of NS Wealth’s financial advisors in Kanpur is backed by Certified Financial Planners, Investment Analysts, Insurance Experts, and Chartered Accountants to deliver a holistic financial advisory service.

Our experts work towards improving financial outcomes at every stage of our clients’ lives. We start by evaluating the state of economic health and suggesting ways to improve it. Here, our expert discusses scenarios such as an emergency fund and Debt Management. It is followed by helping every client articulate their goals, create a plan to achieve them, and optimise the path, considering the risks one can take. NS Wealth takes a 360-degree approach to effectively manage any client’s financial well-being.

If you are really looking for a trustworthy partner in Kanpur who can help you optimise your financial journey with unbiased advice, then you are at the right place.

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 Kanpur choose us?

NS Wealth Financial Advisory Service is a holistic one-stop solution for all your financial needs. As an SEBI-registered entity, it is bound by a fiduciary responsibility that Mutual fund distributors and Insurance agents don’t have. We are the right partner for the residents of Kanpur, and the reasons they should choose us are:

360-Approach:

NS Wealth Financial advisors follow a 360-degree approach to money management. We cover planning, investment, loans, taxes, and insurance. Our advisors not only recommend schemes to you but also consider a holistic picture of any client’s financial life before making a recommendation.

Regulatory cushion:

Since NS Wealth is a SEBI-registered Investment Advisor, investor rights are completely protected. The firm is bound to play a fiduciary role and also has end-to-end grievance mechanisms.

Long-term support:

We are not in the business of selling transaction-based financial schemes. Our advisors regularly engage with clients to understand their financial state, evaluate market changes, and help them take timely steps before things go out of hand. Even if you miss out, you have an advisor’s backing.

Local expertise with a National outlook:

Our Financial advisors in Kanpur not only have extensive knowledge of broader financial markets but also understand the nuances of Kanpur’s regional economy. The broad base of knowledge helps our advisors tweak their advice to meet the needs of a local Kanpur resident.

Digital-first service:

NS Wealth not only operates through offline branches in various cities across India, but also offers a full-blown digital stack to any client to work with us from the comfort of their bedroom. The NS Wealth’s digital investment account helps the client keep a real-time track of their portfolio and their progress toward financial health.

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