Financial Advisor Rajkot

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 Rajkot

Choosing the right financial advisor in Rajkot can turn scattered savings into a clear,goal-based plan for long-term wealth creation. An essential need for most residents of Rajkot, as the city is rapidly evolving from a traditional trading hub to a manufacturing hub and megacity. Changes in the local economy are pushing up the cost of living in the city, and residents are struggling with uneven cash flows & multiple loans.

The need of the hour for most investors in Rajkot is to have a professional financial advisor. A person or a team of people who are trained to understand your income patterns, business seasonality, existing investments, and risk comfort, and who can convert the same into a structured financial roadmap with clearly defined goals, timelines, and investment amounts. It is where NS Wealth and its team of financial advisors in Rajkot are trying to offer solutions that fit well with the needs of the city.

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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 our Financial Advisor in Rajkot?

Rajkot investors can choose from many mutual fund distributors, brokers and local advisors, but only a subset operates under SEBI’s Investment Advisor framework with fiduciary responsibility and formal agreements. NS Wealth stands out as a professional financial advisor in Rajkot, with an SEBI licence, perpetual registration, published legal and regulatory information, and a strong compliance culture focused on investor protection. Key reasons Rajkot families prefer NS Wealth as their financial advisor:

Fee-only model of operation:

Unlike the local advisors in Rajkot who push you products for commissions, NS Wealth offers services under a fee-based model. The fee is directly linked to the client’s outcomes, which motivates the advisory team to always be in favour of their clients.

Experienced team:

NS Wealth has worked with Indian families for the last 17+ years, with a proven track record of managing Rs. 1000 crores of investments. The NS Wealth team of financial advisors brings this experience to the city of Rajkot, which can benefit the residents in their journey to achieve financial independence.

 

Transparent documentation & disclosure:

The firm follows stricter advisory agreements & grievance policy. It ensures openness and clarity for every client and better protection of rights.

Local expertise with a global outlook:

The NS Wealth team of financial advisors is not just trained in the broader financial markets, but also has a nuanced understanding of the local investment market. It helps them to guide clients of Rajkot better.

Digital service with a human touch:

Clients can access NS Wealth’s team of financial advisors in Rajkot online from the comfort of their homes. The team is always available for instant support via email, WhatsApp, and online sessions on Zoom, Google Meet, etc. Every client gets a free online investment account that offers easy, real-time tracking of investments and other aspects of their financial life.

 

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