Financial Advisor Ranchi

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 Ranchi

With the formation of Jharkhand in 2000, the city of Ranchi has also transformed. It was a small township, but it has become a growing metropolis as the capital of the new state. Its population mix is unique, with people from different economic strata, including PSU & government employees, private sector professionals, and small entrepreneurs. As the city has evolved, we have seen a rise in income, but with increased confusion. People are confused because they lack a coherent strategy for managing money. Savings by Rachi residents are spread across various financial instruments, including insurance, mutual fund schemes, fixed deposits, and real estate, without a single coherent strategy linked to goals such as children’s education, home purchase, or retirement.

As the city has changed, residents also need structured, expert financial advice to meet the changing economic conditions, but finding a dependable financial advisor in Ranchi is difficult. It is where NS Wealth is trying to make a difference.

NS Wealth Solutions Pvt Limited is a SEBI-Registered Financial Advisor that offers end-to-end solutions for all financial needs for the residents of Ranchi. The firm has a team of Chartered Financial Planners, Investment experts, and tax and insurance consultants who are trained to create financial plans tailored to the specific needs of Ranchi investors.

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 our Financial Advisor in Ranchi?

Ranchi investors can find plenty of local agents, distributors, and brokers, but not all operate under SEBI’s Registered Investment Advisor framework and are subject to fiduciary responsibility. The firm follows a transparent approach with written documents and transparent disclosures. It operates with perpetual registration, clearly published legal and regulatory information, and a planning-first philosophy. Key reasons Ranchi families choose NS Wealth as their financial advisor :

Everything under one roof:

While looking for a financial advisor, people might consider various aspects. It can be planning, investing, insurance, loans, taxes, etc., but these require a different set of expertise. NS Wealth’s financial advisory team includes experts from other aspects of personal finance, such as Certified Financial Planners, Chartered Accountants, Investment Experts, and Insurance & Loan Consultants. It makes life easy for any client, and they don’t need to hop between different experts.

Regulatory protection:

NS Wealth is a SEBI-registered investment advisor, ensuring investor safety and a real-time grievance redressal system. NS Wealth defines a clear client engagement contract, making things very transparent for the customer.

 

Knowledge of the local economy:

NS Wealth’s financial advisors in Ranchi not only bring a broader knowledge of financial markets but also a nuanced understanding of the city’s local economy. The team’s recommendations are also attuned to the needs of town residents, as they understand the city’s economic conditions and the residents’ personal challenges.

Digital-first service:

NS Wealth’s services are available both online and offline. It makes life easier for any investor because they can access the service from the comfort of their home. Every NS Wealth client gets a free online investment account, making it easy to track investments and insurance policies.

Tech-driven solutions:

All NS Wealth solutions are accessible to its clients through its proprietary tech platform, Plan 360. The plan gives instant access to NS Wealth’s team of advisors and also offers real-time tracking of investment and the personal balance sheet. It makes the client’s life very easy, as it allows them to access services from the comfort of their home.

 

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