10,000
Satisfied
Clients
4.9
Ratings on
Google
Rs.100Crs
Asset Under
Management
Are you confused?
Unclear Portfolio Performance
Overlapping schemes
Wrong Product Selection
High Expense Ratio
Too many schemes in a portfolio
Looking to book a Discovery Call?
We have experts who can assist you right now via phone or an online meeting on Google Meet
NS Wealth’s Investment Advisor in Agra .
Agra’s economy, which blends tourism, small manufacturing, trading, and services, creates decent incomes but also challenges such as irregular cash flows, education costs, and retirement planning. It is where NS Wealth Agra aims to make a big difference in the lives of Agra residents.
A firm with its unique approach to investing that is research-backed and takes a 360-degree approach to building an investing strategy. A SEBI-registered investment advisor of Agra that blends the knowledge of financial & tax planning and risk management to work on portfolio strategies. A firm with 17+ years of investment management experience spread over various market cycles and currently manages close to Rs. 1000 crores of investments.
The best part of NS Wealth’s team of financial advisors in Agra is their unique plan-based approach to investing, which is backed by experts from other fields who cover aspects of one’s economic life.
We’ll Deal in
Mutual Funds
Tax Savings Schemes
Alternate Funds
Bonds & Deposits
NS Wealth’s Investment Advisory Process.
The firm follows a structured process developed over 16+ years, serving 1000+ families and managing assets of over Rs 1000 crores for our clients today. Our investment advisory process is built on the thesis of generating tax-efficient returns that align with their risk profile and risk-taking capacity.
Financial Analysis
Risk Profiling
Portfolio Planning
Implementation
Review & Rebalancing
How can our investment advisors help?
Working on an investment plan is not just about making fund selection; it requires a comprehensive understanding of life stage, financial goals, and risk appetite, and then coming up with an ideal investment plan. Our experienced investment advisors are here to help and would be happy to serve as a long-term partner for your financial decisions. NS Wealth’s advisors combine financial planning, investment research, and behaviour coaching to help you stay disciplined in different market cycles. The key ways NS Wealth’s investment advisors can help you include:
- Comprehensive financial planning that aligns your financial goals with your investment objectives. We will analyse both short- and long-term goals and create an investment plan backed by detailed cash flow and risk analysis.
- An unbiased scheme selection advisory: as a SEBI-registered investment advisor, we analyse ETFs, funds, and other financial instruments based on their risk-return profiles and assess their suitability for each individual’s monetary journey.
- Tax-efficient investment advice: if you don’t do your investment planning well, taxes may eat away a lot of your returns, delaying your financial goals. NS Wealth’s Investment Advisors are tax-aware and can help you structure your investments in line with current tax laws, helping you keep more of what you earn over time.
- Protection planning, every investment comes with its own set of risks. Investment management is not about selecting the financial instrument that yields the highest return, because each additional return increases risk. High-risk portfolios might put you in a situation where you can’t even recover the capital invested. NS Wealth’s investment advisors imbibe risk management in their investment advice in alignment with your financial goals and their terms, making your life easy.
Who we serve
Our Client includes
We plan portfolios based on the client’s profile and tax status to generate better risk-adjusted returns.
Salaried
Professionals
Families
Entrepreneurs
NRIs
Retirees
Why Bangaloreans should choose Our Investment Advisors?
Many traditional investment advisors operate in Agra, but what sets NS Wealth apart is its fee-based approach. A firm that works under the SEBI-Registered Investment Advisor framework, ensuring better protection of investor rights and a well-documented process.
The key reasons why investors of Agra prefer NS Wealth as their investment advisor are:
- 360-degree approach to investing: NS Wealth’s approach to investing is not about aligning markets, but with financial goals. The team of investment advisors works with every client first to align their financial goals, then analyzes their risk-taking capacity before developing a custom-made investment strategy.
- Tax optimization is the core: Most of the time, people overlook taxes and their impact on results. Tax may eat up a lot of your investment returns if not thought out in advance. NS Wealth’s unique approach to investing, which incorporates Indian tax laws, improves investment outcomes for its clients.
- Transparency is the core philosophy: The firm follows a well-defined process, and the client is informed about it well in advance. The client is made aware of the risks and rewards of any investment strategy before proceeding. It is this sense of clarity and transparency that all clients praise.
- Local economy knowledge: NS Wealth’s team of Investment advisors in Agra is well-trained on economic changes in the city. The nuanced understanding of the local economy and broader financial markets makes NS Wealth the ideal investment advisor for most Agra residents.
- Tech-first approach: NS Wealth offers an online investing platform called Plan 360 to all its clients. Investors can easily track their investments and execute transactions on this platform. The platform also gives any client instant access to a dedicated advisor, making it easy for them to navigate their investing journey.
NS Wealth Solutions Pvt Ltd provides investment advisory services all over India : Agra | Ahmedabad | Ahmedabad | Bangalore | Bhopal | Bhubaneswar | Chennai | Coimbatore | Dehradun | Delhi | Guwahati | Hyderabad | Indore | Indore | Jaipur | Jamshedpur | Kanpur | Kolkata | Lucknow | Ludhiana | Mumbai | Nagpur | Nashik | Chandigarh | Patna | Pune | Rajkot | Ranchi | Surat | Udaipur | Vadodara | Varanasi
