Financial Advisor Nashik

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 Nashik

If you really want to transform your financial future in Nashik, you require expert guidance. NS Wealth brings to the city of Nashik a comprehensive financial advisory service that binds financial planning and wealth management well to create an ideal financial pathway for you. A SEBI-registered investment advisor, we offer transparent, goal-oriented financial planning that empowers every Nashik resident to achieve financial freedom through our proprietary “Dream> Decide > Do” framework.

A Financial advisory service that encompasses more than simple investment recommendations. At NS Wealth’s Nashik branch, we provide holistic financial management solutions that cover every aspect of your monetary life, from budgeting and tax planning to retirement strategies and estate settlement. Our team of financial advisors in Nashik has 16+ years of experience advising on wealth management strategy, risk management, mutual fund investments, and tax savings for people with different economic profiles, including doctors, IT professionals, and business owners.

NS Wealth is a digital-first financial advisory service provider with physical presence in Nashik and other Indian metros. If an NS Wealth client opens an online investment account to track their portfolios and the progress of their financial plan, our advisors will always be available for online advisory sessions.

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 you choose Our Financial Advisor in Nashik?

NS Wealth is a firm with 16+ years of operations and works with 1000+ families across the country, helping them on their journey towards financial freedom.
The key reason why residents of Nashik should choose us:

 

Proven track record and experience:

Nitin Sawant is the founder of NS Wealth, who is an established professional in the financial advisory industry. The combined team at NS Wealth, which includes investment advisors, financial planners, tax consultants, and insurance experts, brings more than 50 years of experience. The team is already advising 1000+ families and individuals who trust the firm with more than Rs. 1000 crores of investment.

Complete transparency and unbiased advice:

Unlike commission-based advisors who may recommend products that generate higher fees for themselves, our SEBI RIA status ensures completely unbiased advice focused solely on your interests. We follow a transparent fee structure with no hidden charges. With proper documentation at each step, the client gets complete visibility into their financial plan and the rationale behind every recommendation.

Comprehensive solutions under one roof:

Nashik residents benefit from our one-stop solution. We cover every aspect of your financial life, from planning to investing to insurance and taxation. We can also help you preserve wealth and transfer it to the next generation through our team of legal experts.

Strategic location and accessibility:

Operating from a prime location with knowledgeable staff and multiple product availability, we make expert financial guidance easily accessible to Nashik investors. Our team combines its knowledge of the local market with national dynamics, ensuring your financial strategies account for both regional opportunities and broader market dynamics.

Measurable results and client satisfaction:

Our commitment to delivering measurable outcomes sets us apart in Nashik’s financial advisory landscape. Our clients consistently praise us for our realistic approach, exceptional team, and reasonable fees that deliver outstanding value. We ensure that every client of ours enjoys tangible cost savings, improved portfolio performance, and the peace of mind that comes from having a comprehensive financial plan backed by expert guidance.

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 Nashik for the last 16 years, and we manage close to Rs 1,000 crores in 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 we rebalance strategies as they change or 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 Indore. 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.