Financial Advisor Vadodara

Tailored for Vadodara

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Your Expert Financial Advisor
in Vadodara

If you are looking for a reliable financial advisor in Vadodara who can help you plan a better economic life and achieve your goals, then your search ends here. We are NS Wealth, a fee-based financial advisory firm that has been in operation for the past 16 years and works with 1000+ families. The firm is a SEBI-registered Investment Advisor Registration No. INA000009551, offering unbiased, research-backed financial planning and investment advisory services to individuals, families, professionals, and business owners across the country.

Vadodara is now the home to a growing population of salaried professionals, entrepreneurs & retirees who require structured guidance to manage incomes, complex investments, and taxation. Residents of Vadodara need structured advice to manage and achieve various financial goals, from child education, buying a home, and retirement. In such an environment, everybody requires a qualified, regulated financial advisor.

NS Wealth Financial Advisors in Vadodara offers holistic advisory services, starting with financial planning, goal-based investment advisory, risk-based asset allocation, insurance management, and tax optimisation. For investors in Vadodara, NS Wealth follows a consultative, step-by-step engagement model rather than a quick sales conversation. Any relationship with the client starts with understanding their current financial position, risk tolerance, and financial goals.

NS Wealth doesn’t work like a mutual fund distributor or an insurance agent. Regulation ensures that our incentives align with the client’s goal. We operate in a fee-based model and are not driven by product commission—your financial success is our mantra.

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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 Vadodara choose us?

We believe in building long-term partnerships. We not only bring expertise in broader financial markets but also bring a nuanced understanding of the economic environment of Vadodara. As a financial advisory partner for residents of Vadodara, we bring to the table:

Regulatory protection:

As with SEBI-Registered Investment Advisors, there is 100% assurance of unbiased advice and transparency. We don’t sell products, but our job is to help you find the best financial products that fit your requirements and align with your financial goals. The process is very transparent. Our financial advisors educate the customer about every step of the process, and every piece of advice is based on research that can be validated at a later stage.

Holistic service:

NS Wealth offers end-to-end solutions for your investments, including insurance and loans. Every engagement with a client starts with understanding their financial situation, followed by risk profiling and risk-taking capacity. We have a combined team of financial planners, investment analysts, insurance experts, and tax consultants who are trained to cater to every aspect of your financial life.

Available both online and offline,

Our services are not governed by brokerages offered by mutual funds and Insurance companies. Our model is completely fee-based and linked to the results that you get from our services. There is a clear structure that gives you an understanding of what you get and what you pay.

Continuous support:

Financial planning is not a one-time transaction. Every quarter, the advisor will sit with you to understand the changes in your life and realign accordingly. A team of investment analysts is always working in the background to track your portfolio performance and is available to suggest changes based on market conditions.

Digital Service:

Enjoy NS Wealth’s service from the comfort of your bedroom. You can always reach our team of financial advisors online and discuss things. Every NS Wealth client gets a digital account through which they can access their Financial situation, investment progress, and plans.

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