Just investing doesn’t make you financially healthy.

Comprehensive Financial Health Check-up by NS Wealth Expert

FPSB CERTIFIED
FINANCIAL PLANNER

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You should be worried .

No Emergency Fund

Without a backup fund, unexpected events can force you to break investments or take high-interest loans.

Unmanaged Debt

Investing while carrying high-interest debt can hurt more than help. Clear debt to build real wealth.

No Insurance Cover

A medical or life emergency without coverage can drain your savings and ruin long-term financial goals.

No Financial Goals

Investing without clear goals is like sailing without direction. Goal-based planning brings real purpose

4.9

AVERAGE GOOGLE RATINGS FROM SATISFIED CUSTOMERS

Rs.1000Crs

ASSET UNDER ADVICE

1000+

FAMILIES IMPACTED TILL DATE

+1000

PLANS CREATED & EXECUTED TILL DATE

In media

Economic Times

The Mint

NS Wealth’s Financial Health Check covers it all

NSW Financial Health Checkup

At NS Wealth, our Financial Health Check-Up gives you a complete picture of your financial well-being. We evaluate your income, expenses, savings, debt, insurance coverage, investments, and risk profile. As SEBI-registered, fee-only advisors, we offer unbiased insights to identify financial gaps, inefficiencies, or risks. Our goal is to help you understand where you stand financially and provide actionable steps to improve. It’s the first step toward goal-based planning and long-term financial stability.

Our Process

Step 1: Book Self-Discovery Session

Step 2: Allotment of Personalized Planner

Step 3: Personalized Session with Expert

Step 4: Receive Health Report

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Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs

#1

Comprehensive Planning

End-to-end financial planning with conflict-free, fee-only advice tailored to your goals

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#2

Retirement Planning

We help you build a retirement plan that ensures financial freedom in later years.

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#3

Financial Health Check-up

Our SEBI-registered advisors conduct a detailed analysis of your mutual fund portfolio.

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Successful Member Story

Dr. Prashant Patil – Turning Income Into Impact

Dr. Prashant Patil, a seasoned gynecologist, faced common financial pitfalls—emotional investments, poor liquidity, and lack of clarity. Despite high income, he struggled with tax planning, real estate overexposure, and missed opportunities. After partnering with NS Wealth, he adopted a goal-based strategy, optimized his insurance, and secured his son’s education—all with peace of mind. Today, his finances are structured, disciplined, and aligned with life goals. His story highlights why professionals need strategic financial planning early.