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 Bhopal.
Bhopal’s blend of government jobs, IT hubs, manufacturing, and small enterprises generates solid incomes, but investment challenges such as education fees, home loans, and retirement gaps persist. Families often accumulate FDs, MFs, and local real estate without clear diversification or ties to goals, leaving portfolios vulnerable to inflation and market dips.
A professional investment advisor audits your setup, aligns risk with cash flows, and crafts a plan with the correct asset allocation to ensure your portfolio compounds with better risk-adjusted returns.
NS Wealth Solutions Pvt Ltd is a fee-only investment advisor in Bhopal that prioritises client outcomes over product commissions. A firm with 17+ years of experience, which currently manages Rs. 1000 crores of wealth of 1000+ families all across India and the city of Bhopal.
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?
Local brokers in Bhopal focus on recommending products that generate more commissions for them. Still, NS Wealth follows the RIA framework. The framework enforces fiduciary duties, and SEBi ensures all enforceable pacts, ensuring the rights of every client are protected.
Investors of Bhopal choose NS Wealth because:
- Goal-based approach to investing: Investing without financial goals is like running a marathon without knowing where to go. Our Investment advisors in Bhopal first draft a plan and articulate the financial goals. It is followed by creating an investment portfolio that generates better risk-adjusted returns and helps clients reach their financial goals on time.
- Tax-optimised investment strategy: Taxes can eat away a large portion of your wealth if we don’t consider taxation when building an investment portfolio. Our advisor designs every investment portfolio in consultation with a tax expert to ensure every investment strategy is tax-optimised.
- Regular support: Investments require regular review and quick actions as the market changes course. Our financial advisors regularly track market conditions and conduct portfolio evaluations based on market conditions and the client’s risk-taking capacity.
- Online service: Our Investment advisors are available both online and offline. It makes our client’s life easier, as they can access our service from the comfort of their home. Every client gets access to the Plan 360 platform, through which they can track their investments in real time.
- Local expertise: NS Wealth’s Investment advisors in Bhopal not only bring a broader knowledge of the stock market but also a nuanced understanding of the local economy. It enables them to tweak the portfolio in light of the local economy and ensure faster achievement of financial goals.
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
