Financial Advisor Sangli

Tailored for Residents of Sangli

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
from Sangli

Sangli, though not a modern metropolis with a booming IT sector or a startup ecosystem, has over the years grown into an economic powerhouse thanks to agriculture. Now known as the Turmeric City of India, we are seeing growth in modern agribusiness, food processing, and trade. Aside from these, the region is shifting its focus to manufacturing and healthcare.
For generations, residents of Sangli have been solely dependent on traditional avenues like physical gold, real estate, agricultural land, and local deposits in their wealth-creation journey. As the income mix of most Sangli residents changes and people face the brunt of high inflation, low liquidity, and heavy tax burdens, traditional options will become unviable. Modern financial management requires deeper expertise and not casual advice from relatives or commission-driven bank relationship managers.
NS Wealth, in its effort to bring financial wellness to the country’s deeper pockets, is offering financial advisory services in Sangli—a firm founded by Mr. Nitin Sawant, a resident of the city. As a SEBI-registered Financial Advisor in Sangli, the firm is trying to help residents of the city shift from unstructured, traditional investing to disciplined, tax-efficient wealth creation. We do not sell products or chase commissions – we engineer transparent, custom blueprints designed to secure your family’s future.

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 should Choose our Financial Advisor in Sangli?

We understand that for most Sangli residents, it is difficult to bridge the gap between traditional investment options and a structured approach to financial management. In the modern age, they might have to forgo old ways of doing things and adopt a different perspective. NS Wealth, a homegrown financial advisor, is trying to guide residents on their journey.
The question here is: why do people in Sangli trust us with their money?

Strong legacy:

Though the firm started in Sangli, it now operates across major cities in Maharashtra, including Mumbai and Pune, as well as other major Indian cities. The lessons learned by the team over the years and the trust we have built over 17+ years can be quite helpful to the residents of Sangli. The firm currently manages wealth of nearly Rs. 1,000 crore and serves more than 1,000 families across the country who trust us with their money.

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.

Successful framework:

Over the years, NS Wealth has built a solid financial planning framework, “Dream, Decide, and Do,” with a proven track record. The NS Wealth framework has successfully helped 1,000+ families on their journey toward financial freedom. Working with an NS Wealth financial advisor in Sangli ensures that you also benefit from this successful framework.

Full-stack service:

A structured & modern approach to money management requires expertise in different domains. Investment & insurance experts, tax consultants, and good planners. The benefit of working with NS Wealth’s financial advisory team in Sangli is that everything is under one roof. We also help you file your taxes. Every client gets a dedicated advisor who, in the background, works with a team of domain experts.

Everything is available online:

Unlike the old set of services where you had to visit places like bank branches or offices physically, NS Wealth’s services are completely online. Over the years, the firm has invested heavily in modern fintech in line with global standards of financial advisory. Every client gets access to our proprietary platform, Plan360, which allows them to track their finances, talk to their advisor, and plan on the same dashboard.

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