Financial Advisor Nagpur

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 Nagpur

Navigating the complex world, like changing life trends and economic scenarios, requires expert guidance, especially in a rapidly growing city like Nagpur. Professionals and business owners continuously juggle multiple financial priorities. NS Wealth is committed to delivering unbiased, client-centric financial advisory services that empower residents of Nagpur to achieve economic independence.

NS Wealth is a 16+ year firm, offering end-to-end financial advisory services from financial planning, Mutual portfolio review, tax advisory, and portfolio management. The firm currently operates in Nagpur, Jaipur, and other major Indian cities. The firm brings financial planning and investment management expertise to entrepreneurs, doctors, IT professionals, and individuals with diverse financial profiles. Offers a more holistic approach to address every dimension of your financial life- from budgeting and wealth accumulation to retirement planning, tax optimization, insurance, adequacy, and legacy preservation.

NS Wealth’s team of financial advisors in Nagpur offers fee-only financial advisory services, which eliminate the conflicts of interest that plague commission-based advisors. Every recommendation our advisors make serves your goals exclusively, never our revenue. Transparency is at the core of our service: a transparent fee structure, an investment thesis aligned with your goals, and a continuous review mechanism that helps every client stay on track.

If you are looking for a partner who can guide you through your journey of achieving financial independence, then NS Wealth is the partner to look for in the city of Nagpur.

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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 Our Financial Advisor in Nagpur?

If you are searching for the right partner who can guide you in Nagpur in your financial journey, you may be in the right place. NS Wealth is a comprehensive financial advisory firm in Nagpur that provides 360-degree financial guidance to people with diverse financial profiles and risk tolerance. Unlike traditional advisors who earn commission by selling financial products, NS Wealth is a fee-only financial advisor that ensures complete independence and objectivity.
Key reasons why residents of Nagpur should choose us:

Proven track record:

NS Wealth is already present in most Indian metros, other than Nagpur, and has been working with 1000+ families. People trust us with their money, and we are already managing investments of Rs 1000+ crores. Being operational for the last 16 years, we have already built a record of navigating across market cycles from crashes to hypes and helping customers navigate their financial lives.

Holistic 360-degree financial advisory:

Financial wellness extends beyond investment management. It also includes planning for different goals, life stages like retirement, tax optimization, wealth preservation, and the transfer of wealth to the next generation.NS Wealth is an end-to-end solution. We start by understanding the current financial profile, including income and expenses, assets, and liabilities. It is followed by articulating goals beyond just numbers and by creating a plan with actionables. Our financial advisors in Nagpur also continuously monitor your plan to ensure you are on track with respect to your milestones.

Fee-based advisory model:

Our recommendations are not dependent on commissions on financial products. The recommendations align with the client’s financial goals, risk tolerance, and profile, and the fee you pay is accordingly. The fee aligns with your financial achievement, making it easy for you to understand what you pay and what you get.

Digital first service:

Every NS Wealth client gets access to an online investment account available both on the desktop and mobile app. The online account makes tracking very easy. You also get real-time access to your financial advisor through the platform, making it easy to seek guidance whenever you need it.

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 Nagpur 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 Nagpur. 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