Financial Advisor Pimpri Chinchwad

Tailored for Residents of Pimpri Chinchwad

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Pimpri Chinchwad

Pimpri Chinchwad slowly transformed after the 1960s. Before that, it was just an aggregation of four villages on the outskirts of Pune. Slowly, this agrarian cluster turned into an urban center with a large manufacturing and IT Hub. All these changes have changed the overall dynamics. The new-age Pimpri Chinchwad resident, who is either balancing his fast-paced corporate career in IT or in manufacturing, has little time for strategic personal wealth management.
Many of the city’s new-age professionals are finding it tough to balance high disposable income with planning real estate investments in Wakad or Ravet while managing tax liabilities. Everything is scattered with uncoordinated financial choices. Many professionals end up with regular mutual fund portfolios burdened by high hidden costs, or rigid insurance policies recommended by bank relationship managers.
At NS Wealth, we aim to become the ideal partners for the new-age professionals of Pimpri Chinchwad. Our financial advisory service is designed for an easy transition from chaotic investing to a structured approach to personal finance. If you opt for our services, you can expect dedicated support throughout your financial journey. As a SEBI-registered financial advisor in Pimpri Chinchwad, we aim to provide institutional-grade, goal-based wealth management to all our clients and help them navigate their journey towards achieving financial freedom.

Other Maharashtra Branches of NS Wealth: Mumbai, Pune, Nashik, Nagpur, Pimpri Chinchwad, Thane, Navi Mumbai, & Chhatrapati Sambhjinagar.

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NS Wealth’s Financial Advisory 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. If you want a structured approach to your finances, start with our team. 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 a dream home to educating their kids 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 well-suited to 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 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 choose NS Wealth as Your Financial Advisor in Pimpri Chinchwad?

As a resident of Pimpri Chinchwad, you are looking for a financial advisor who can be your true partner in your journey towards financial freedom; your search probably ends here. As a SEBI-registered Investment Advisor with a 17+ year legacy, we bring core competencies that may be helpful to you. The core factors why NS Wealth is the ideal financial advisor for residents of Pimpri Chinchwad are:

Transparent & affordable fee structure:

No hidden fees or commissions. We always recommend commission-free financial products, such as direct mutual funds. A detailed fee structure is shared with the client at onboarding and is regularly reviewed as the contract is updated. A transparent fee structure makes it easy for the client to plan things.

100% Fee-only Model, Zero Conflict:

We don’t accept distribution kickbacks from mutual fund companies or insurance companies. We are strictly paid by you for our advice, ensuring our recommendations are entirely unbiased. It is not just a clear and transparent model but also an affordable model. One can start their journey just by paying only Rs. 11,800 during the first year.

Fiduciary role:

NS Wealth operates under the SEBI RIA license, which legally requires the advisor to act in a fiduciary capacity. The focus is only on financial goals and clients’ risk profiles. The advisory recommendations are not motivated by commissions from mutual funds and insurance companies. The advisor serves as a fiduciary for your money and is bound to make decisions that serve the client’s interest the best.

Local Knowledge:

A financial advisor’s Knowledge of the local economy is essential to deliver the right kind of guidance. We proactively ensure that our team of financial advisors serving residents of Pimpri Chinchwad is trained on various investment opportunities in the local real estate market and on how local economic conditions are evolving to build better financial plans.

Tech-First Hybrid Advisory Platform:

Access institutional-grade financial architecture through our custom client dashboards. Track your entire family net worth and collaborate with our advisory team through flexible virtual consultations tailored to your hectic calendar. Every client has access to our proprietary platform, Plan360, which makes managing various aspects of personal finance much easier.

NS Wealth Solutions Pvt Ltd provides Financial advisor services all over India :  Agra |  Ahmedabad |  Balasore |  Bangalore |  Bhopal |  Bhubaneswar |  Chandigarh |  Chhatrapati Sambhaji Nagar |  Chennai |  Coimbatore |  Dehradun |  Delhi |  Ghaziabad |  Greater Noida |  Gurugram |  Guwahati |  Hyderabad |  Indore |  Jaipur |  Jamshedpur |  Kanpur |  Kolhapur |  Kolkata |  Lucknow |  Ludhiana |  Mumbai |  Nagpur |  Nashik |  Navi Mumbai |  Noida |  Patna |  Pimpri Chinchwad |  Pune |  Rajkot | Ranchi |  Sangli|  Surat |  Thane |  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 Pimpri Chinchwad for the last 16 years, and we manage close to Rs 1,000 crore in assets across the country. Whether you are salaried, an independent professional, an entrepreneur, or an NRI, we approach each client based on their risk profile, current financial condition, and future goals, and rebalance strategies as those factors 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, plus a yearly fee of 1% of the assets we manage for you.

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 Pimpri Chinchwad. The investment strategy we recommend for a client in Pimpri Chinchwad will also depend on the client’s risk profile.

In a typical scenario, we review and update your portfolio once a quarter, as 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.