Financial Advisor Surat

Tailored for Surat

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
in Surat

Surat is one of the fastest-growing cities in the state of Gujarat and is a thriving hub for the textile, diamond, and service sectors. The changing economic reality of the city is making it challenging for individuals to convert income into structured, goal-linked wealth. Struggling with market volatility, tax rules, real-estate decisions, and insurance choices, along with countless investment options, it is easy for people to end up with a scattered portfolio and no clear roadmap. It is where NS Wealth’s financial advisory service comes as a respite for the residents of Surat. A SEBI-registered financial & investment advisor (Registration No. INA000009551) that offers unbiased, process-driven financial planning and advisory services to help families in Surat, professionals, and
NRIs and business owners achieve real financial freedom.

NS Wealth works on a fee-based advisory model focused on providing comprehensive, goal-oriented financial advice. The firm has, over the years, developed its own proprietary “Dream. Decide and Do” framework, which has brought success in the financial lives of 1000 families.

If you are looking for a trustworthy financial advisor in Surat who can help turn financial confusion into a clear, methodical path towards long-term wealth and security, your search ends here.

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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 Surat choose us?

Surat residents can easily find product distributors incentivized to sell products, rather than provide holistic, conflict-free advice. NS Wealth sits on that sweet spot. A firm that offers comprehensive financial advice that blends broader knowledge of overall financial markets and local economic conditions of the city of Surat. Key reasons why Surat residents should choose NS Wealth as their financial Advisor:

Transparent methodology:

NS Wealth’s financial advisors ensure that every client is properly educated about every step of the process. The client learns what they are getting into, which removes confusion and helps them navigate their financial life more easily.

Client-centric approach to advisory:

Every client onboarding starts with first articulating financial goals, followed by understanding their risk-taking capacity and arriving at product recommendations. We ensure that you don’t fall into the trap of greed and fear and make wrong financial decisions.

Regulatory Protection:

As NS Wealth is an SEBI-registered financial advisor, it is bound to undergo regular process audits, which ensure that investor interests are protected. There is a proper compliance mechanism for reporting grievances, making the life of the client very easy.

Holistic financial advice:

At NS Wealth Surat, you will find everything under one roof, no more hopping between different experts. Our financial advisory team consists of certified financial planners, investment advisors, tax consultants, and insurance experts. Our recommendations are holistic, considering every aspect of your financial life.

Digital service with a human touch:

Irrespective of where in Surat you stay, our advisors are always available to you at your fingertips. A client can access our financial advisors both online and through an offline branch. Every client gets an online account that provides a single-window system to track portfolio performance and plan progress. Our online platform also allows you to raise a request instantly and access advice from the comfort of your 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 Surat 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 rebalance the strategies as they change or the 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 Surat. The investment strategy we recommend for a client in Surat 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 necessary changes as needed.

 NS Wealth offers every client an online investment account to track their investments, financial goals, and insurance policies.