Financial Advisor Varanasi

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 Varanasi

If you are looking for a dependable and trustworthy financial advisor in Varanasi, your search ends here. Varanasi has evolved over the years in terms of its economic structure, from the old city of traditions and a local economy driven by saree exporters, it has become a significant financial center in the state of Uttar Pradesh. All these changes have led to rising household incomes, followed by increased confusion on how manage the money. A big reason for the rise in confusion is the slow rise in real income relative to household expenses.

The right approach to resolving the confusion is to adopt a structured approach to money management. Most residents of Varanasi need expert guidance. It is where NS Wealth is trying add value.

NS Wealth Solutions Pvt Ltd is a SEBI-registered financial advisor that has brought fee-based financial advisory to the city of Varanasi. They are trying to bring structure to the way Varanasi people manage their money. A differentiated approach to personal finances that takes a 360-degree view of financial well-being and goal achievement.

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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 Varanasi?

Varanasi is flooded with traditional financial advisors, such as mutual fund distributors, insurance agents, and bank relationship managers. But today’s residents of modern Varanasi require something more than that. NS Wealth offers a plan-oriented money management and advisory service in Varanasi.The key reasons why families of Varanasi prefer NS Wealth as their financial advisor are:

SEBI-registered service:

Most traditional financial advisors in Varanasi don’t offer SEBI-certified services. NS Wealth operates under the SEBI-registered Investment Advisor framework, ensuring the advisor’s fiduciary responsibility and better protection of investors’ rights.

One-stop solution provider:

To manage money effectively, we need advice from experts in different fields, such as investing, insurance, taxation, banking, etc. Not all financial advisors provide that on one platter; an investor has to reach out to various experts to get holistic financial advice. NS Wealth, on the other hand, offers everything under one banner, making the client’s life much easier.

Clarity & Transparency:

When you hire NS Wealth as your financial advisor, NS Wealth’s team ensures that there is a clear-cut contract laid down with a clear objective. They document everything in the process and also educate the client about the different risks associated with every financial decision.

Focus on long-term relationship building:

As a fee-based financial advisory provider, our advisors don’t engage with the clients for transactions. They continuously review the client portfolio, engage in quarterly review meetings with clients, and suggest proactive steps when necessary.

Technology-first approach:

NS Wealth offers services both online and offline. Varanasi residents can reach our financial advisors online and take advisory sessions on Zoom. Every client is provided a free online Plan 360 account, which helps them to track their investments in real time and evaluate how they are doing against their financial plan.

 

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