Financial Advisor Udaipur

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 Udaipur

Udaipur’s economy blends tourism, small business, manufacturing, and a growing services sector, which means many families have decent incomes but struggle to achieve financial independence. Savings are often spread across fixed deposits, gold, real estate, mutual fund schemes, and insurance policies, but they are not structured. No alignment with goals or risk management. Residents of the city face problems in achieving standard financial goals such as child education, retirement, or legacy planning. It increases the need for a much more structured approach to money management with the support of an expert Financial Advisor.

Finding a reliable financial advisor in Udaipur is tough. One may have local brokers, Mutual fund distributors & brokers, but non of them are ideal. They are more focused on promoting products for commissions. NS Wealth, on the other hand, offers a more distinct set of services in Udaipur. Their team of Financial Advisors in Udaipur provides a fee-only, unbiased financial planning and advisory service which is more customised to address the needs of specific individuals with different financial profiles.

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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 Udaipur?

Even though Udaipur has many local consultants and financial advisors who claim to offer the right kind of advice, none of them take fiduciary responsibility. NS Wealth, on the other hand, is an SEBI-Registered Investment Advisor bound to take responsibility. The firm follows a structured process with client service agreements and proper documentation, making it easier for clients to navigate their financial journey. The key reasons why Udaipur investors prefer NS Wealth as their financial advisor:

Holistic approach:

NS Wealth takes a 360-degree approach to money management. Their team of Financial Advisors in Udaipur is there to sell you a scheme, but they take an all-around view of every client’s financial health, risk-taking ability, taxes, and goals before they arrive at a strategy for you. The approach ensures the client doesn’t lose track of their finances and doesn’t make hasty decisions about them.

One-stop solution:

Financial management requires a range of technical expertise, and NS Wealth brings it all under one roof. Its team of financial advisors works with Certified Financial Planners, Investment Analysts, Insurance and Tax experts, ensuring that the client gets a solution to all their financial problems.

 

Fee-based model:

NS Wealth offers a fee-based service linked to the client’s financial outcomes. It ensures that our advisors work in alignment with the client’s financial objectives, not on commissions. The fee structure is crystal clear, which makes it easy for the client to know what they are getting for what they are paying.

Digital-first service:

Residents of Udaipur can access NS Wealth’s financial advisory service from the comfort of their homes. Our financial advisors in Udaipur are available at your fingertips on email & WhatsApp to address your problems. Every client gets access to an online investment account, making it easy for them to view portfolio performance in real time.

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