Financial Advisor Lucknow

Tailored for Lucknow

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
in Lucknow

Working with an expert and trustworthy financial advisor in the city of Lucknow is the need of the hour. Lucknow is now a growing metropolis, and its economic conditions change significantly every year. The rising cost of living, education, and retirement is making it challenging for residents of Lucknow to strike a balance between declining real income and achieving financial independence. Here comes the role of NS Wealth, a SEBI-registered Financial Advisor who can act as a partner in the life of every resident of Lucknow. A firm that offers end-to-end financial advisory solutions, starting with planning, investing, taxation, and other associated services that cover every aspect of your financial life.

Whether you are a salaried employee working for the government or a private enterprise, or an entrepreneur, everyone needs a structured approach to money. A clear understanding of your current financial condition, articulation of financial goals, knowledge of tax laws, and building a financial security net.
NS Wealth Solution Pvt Limited is a 17+-year-old firm serving over 1000 families across India, including in Lucknow. NS Wealth’s team of financial advisors in Lucknow comprises experts in planning, investment, taxation, and insurance. Clients can access the firm’s services both online and offline, and we cover every aspect of your financial life under one roof.

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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 Lucknow choose us?

NS Wealth brings a multi-pronged approach to financial advisory services in Lucknow. We cover every aspect of your financial life under one roof, starting from planning to investing to taxation and insurance. As a SEBI-registered Investment Advisor, we are bound to act as a fiduciary, unlike Mutual fund distributors, CAs, and Insurance agents. We are the perfect partner for residents of Lucknow because:

Holistic approach to financial advisory:

We are not in the business of selling financial schemes or products. Once you hire NS Wealth Financial advisors in Lucknow, we first assess your financial health, then articulate your goals, and finally review strategies appropriate to your risk tolerance and tax implications. A more holistic approach ensures that the client’s overall financial well-being is addressed.

Transparent process:

NS Wealth’s financial advisory process is very transparent. Our advisors ensure every client is adequately informed about what they are getting into. Quarterly reporting & advisors sessions make things easy for you.

Fee-only model

Our services are not governed by brokerages offered by mutual funds and Insurance companies. Our model is completely fee-based and linked to the results that you get from our services. There is a clear structure that gives you an understanding of what you get and what you pay.

Continuous support:

We work on building long-term relationships. Financial advisory is not a transaction-led service; once you engage our team in your financial life, they conduct regular reviews of your financial plan and investments to ensure everything is on track.

Digital Service:

Enjoy NS Wealth’s service from the comfort of your bedroom. You can always reach our team of financial advisors online and discuss things. Every NS Wealth client gets a digital account through which they can access their Financial situation, investment progress, and plans.

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