Financial Advisor Mumbai

Tailored for Mumbaikars

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Mumbai

Whether you are a salaried individual or a business professional, 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.

NS Wealth is a professional financial advisory firm with 16+ years of experience, a SEBI-registered investment advisor, and a FPSB Certified Financial Planner based out of Mumbai. We currently advise 1,000+ families and manage more than Rs. 1,000 crores in investment assets. We have a team of financial planners, investment researchers, and insurance experts who are there to assist any client in any aspect of their financial journey. We also partnered with renowned Mutual funds, insurance companies, and tax experts to deliver unbiased and personalized financial advice to every Mumbaikar.

Whether you want to prepare yourself for current and future financial emergencies or shocks, want to plan for your kids’ education or marriage, buy a home in this costly real estate city of Mumbai, or want to plan for retirement, NS Wealth’s financial advisory is always at your disposal. We follow a structured, transparent, and client-centric approach to your financial needs. The core principle underlying our service is to build long-term relationships and help clients achieve financial independence. We also offer tax planning services as part of our service bouquet to help our clients optimize their financial outcomes better.

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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 Mumbai choose us?

Mumbai is a fast-growing commercial hub and the financial capital of the country. Though the city continues to attract many young professionals each year, the rise in real estate and other costs makes living in Mumbai tough. Leading a good life in the city, in its complex economic environment, and achieving financial independence is a tough nut to crack, and that is where NS Wealth can be the ideal partner for all Mumbaikars. We bring to the table local expertise, in-depth market research, and a progressive approach to managing money.

Local Expertise

We have been working in Mumbai across walks of life, helping them achieve financial freedom. Our more profound understanding of regional economic conditions and changing trends in people’s financial lives makes us the ideal partner for any Mumbaikar.

Personalized advice

Everyone has a different financial journey and relationship with money. Your understanding of risk and capacity to take risks is different. NS Wealth’s financial advisory service for Mumbaikars takes this into account. Every client gets a dedicated financial advisor when they hire NS Wealth, who continuously analyzes and tracks their situation to offer personalized advice and guidance.

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 rely on product commissions; our incentive to serve you better is that we offer fee-based advisory to every Mumbaikar. Our fee is entirely based on your performance in financial life and investments.

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

 We are not here to sell products; we are here to build long-term relationships. We grow as the client grows, and our incentives are also aligned with theirs. You can start your journey on the day you receive your first pay cheque, and we can be your partners throughout your life until you transfer your wealth to the next generation.

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