Investment Advisor – Personal Investment Expert for Banglorians

Explore NS Wealth’s Fee-Only Investment advisory to Growth your Money

SEBI REGISTERED INVESTMENT ADVISOR
SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Are you confused?

Unclear Portfolio Performance

Are Your Investments Meeting Your Goals? Without regular review, performance can silently fall behind.

Overlapping schemes

Investing in similar types of products can lead to duplication, reduce diversification, and potentially limit long-term gains.

Wrong Product Selection

Following trends or tips can result in misaligned products. Your portfolio should align with your goals and risk tolerance.

High Expense Ratio

High-cost products eat into your returns. It’s essential to review whether you’re paying more than you should be.

Too many schemes in a portfolio

An Ideal portfolio size is essential, as too many schemes lead to confusion and underperformance, while a smaller-than-ideal size leads to lower diversification.

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 Bangalore .

In a city known for innovation, ambition, and rapid financial growth, NS Wealth is a trusted investment advisor in Bangalore, offering data-driven guidance to help individuals and families turn income into long-term wealth. Our advisory team blends research, technology, and human insight to deliver investment strategies that align with your life goals and Bangalore’s dynamic economic environment.
NS Wealth’s investment advisory framework is built on the core principles of simplifying financial decisions and helping clients make an investment portfolio that delivers timely achievement of financial goals with better risk-adjusted, tax-efficient returns.

We’ll Deal in

Mutual Fund

Mutual Funds

Tax Savings Schemes

Tax Savings Schemes

Alternate Funds

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

Assessment of income, assets, liabilities, and objectives.

Risk Profiling

Understanding your comfort with market volatility through a psychometric test, a key factor in defining asset allocation.

Portfolio Planning

Create a customized portfolio tailored to your risk profile, featuring the right mix of financial products that align with your asset allocation and support your short-, medium-, and long-term goals.

Implementation

We execute your portfolio plan with trusted & regulated financial institutions.

Review & Rebalancing

To generate better returns, regularly monitor the portfolio in alignment with market and life changes.

How can our investment advisors help?

Whether you’re a startup founder, a tech professional, a public sector employee, or a business owner, NS Wealth’s Investment Advisors have the relevant training, expertise, and experience to design and manage an investment portfolio well-suited to every investor’s needs. We can empower every Bangalorean to:

  • Design portfolio with correct asset allocation and cost-effective financial products to achieve better risk-adjusted returns.
  • The team has comprehensive experience across all investment avenues, including Mutual Funds, Systematic Investment Plans, alternative investment Funds, Real estate investment trusts, bonds, and fixed deposits.
  • They are well-trained to handle portfolios for different financial goals and investment horizons.
  • Capable enough to strategically manage investments across different market cycles.
  • Manage investment liquidity to meet investors’ withdrawal requirements and comply with Indian tax laws.

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

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 Bangaloreans should choose Our Investment Advisors?

If you are ready to take charge of your investments, NS Wealth’s investment advisory team supports you. We offer unbiased advice to help every Bangalorean in their financial journey. Every Bangalorean should choose us because-

  1. Legacy & Experience: We advise 1,000+ families with investment assets of Rs. 1,000 crores.
  2. Team with expertise: Our investment managers work with research teams in all asset classes and market cycles.
  3. Unbiased advice: As SEBI-registered Investment Advisors, we are supposed to act as fiduciaries. The client’s interest is paramount to us, not product commissions. We work on a fee-based model, so there is no conflict of interest.
  4. Multi-product advisory: We offer expertise across multiple product categories, including mutual funds, AIFs, bonds, and fixed deposits. We work as both investment advisors and certified financial planners, so our approach to product selection is quite different from that of average product advisors.
  5. Scientific approach to asset allocation: We approach your investment’s asset allocation scientifically. We use a range of proprietary statistical models to achieve better risk-adjusted returns.
  6. Tech-first approach: We offer an online investment account that enables clients to access their portfolio in real time and receive assistance from an investment advisor when needed, ensuring a seamless, transparent investment process.
  7. Local Presence: Any Banglorean can approach our investment advisors online and set up an intro call. Their more profound knowledge of Bangalore’s economy, tech culture, and modern financial habits makes us the ideal partner to work with.

Your Content Goes Here

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

Expert 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

NS Wealth is a SEBI-registered Investment advisor with license number INA000009551 and offers only fee-based investment advisory services.

NS Wealth has been advising clients in Bangalore for over 16 years. We typically serve salaried and independent professionals. Currently, Rs. 1000+ crore in assets is under advice with NS Wealth.

We don’t charge a commission-based fee. We charge a yearly fee of 1% of the asset.

NS Wealth’s investment philosophy is active and long-term. We align clients’ portfolios based on their financial goals and risk profiles.

We generally do a portfolio review every quarter, but you can always access your live portfolio through NS Wealth’s Online Investment account.

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