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 Bhubaneswar.
Bhubaneswar, the temple city and vibrant capital of Odisha, represents a unique blend of government stability, emerging technology sectors, and rich cultural heritage. NS Wealth serves as a trusted investment advisor in Bhubaneswar, offering residents sophisticated financial guidance that balances traditional values with modern wealth-building opportunities in this rapidly developing urban center.
Whether you are a government employee seeking systematic investment plans or an IT professional trying to build a long-term equity portfolio, NS Wealth’s investment advisory services are attuned to the needs of residents of Bhubneswar. The firm’s comprehensive, low-cost approach to investment management makes it an ideal partner for seeking advice across all of Bhubaneswar.
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?
NS Wealth’s team of SEBI-registered Investment advisors is here to support you in building the right investment portfolio that matches your financial aspirations and risk profile. Our team of investor advisors can help you with-
- Creating an investment portfolio that offers strategic asset allocation and the proper selection of financial product categories.
- Take informed decisions on various market investment avenues that are proper for generating risk-adjusted returns.
- A tax-efficient portfolio design aligns with market movements.
- Continuous rebalancing for investments based on changing life conditions and market scenarios.
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 Bhubaneswar should choose Our Investment Advisors?
NS Wealth’s long-standing experience working with residents of Bhubaneswar and helping families build successful financial lives makes it an ideal partner for all Bhubaneswaris. Bhubaneswar should consider choosing us because-
- Expert team: We have a team of certified investment professionals trained across all asset classes and financial products, with a deeper understanding of market scenarios.
- Holistic advice: NS Wealth’s investment advisory approach is holistic and comprehensive, designed to generate optimal risk-adjusted returns.
- Pragmatic approach to asset allocation: We employ various statistical methods to understand asset dynamics and determine an optimal asset allocation aligned with the client’s financial goals, which we adjust as markets and lifestyles evolve.
- Tech-first approach: We leverage the latest technology in the wealth advisory space to make any average investor’s journey stress-free.
- Local Presence: We are available online throughout Bhubaneswar city. We understand the city’s financial landscape and lifestyle, delivering advice that truly fits Bhubaneswar. Assets worth over Rs 1,000
For expert guidance that turns your financial goals into reality, connect with NS Wealth – your trusted investment advisor in Bhubneswar.
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