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 Chandigarh.
Finding a reliable investment advisor in Chandigarh can transform scattered savings and property holdings into a focused portfolio that grows steadily for all your financial goals. Chandigarh is a growing city with residents of different economic profiles. The city’s economic conditions are changing rapidly, making it difficult for the average individual to navigate their journey towards financial independence without professional expertise—this is where NS Wealth Solutions Pvt Limited is trying to play an essential role.
NS Wealth Solution Pvt Limited, a SEBI-registered Investment advisor with licence No INA000009551. It operates under the fee-only advisory framework. Over the years, the firm has built its own investment advisory framework called the “Dream, Decide, and Do” framework, which has successfully helped 1000+ families across the metro city of India, including Chandigarh.
NS Wealth’s team of financial advisors in Chandigarh is backed by a team of Certified Financial Advisors and Tax and Insurance consultants, so the client doesn’t have to go to different providers to find solutions
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 that has been developed over 16 years. We have served over 1,000 families and today manage assets of over Rs 1,000 crores for our clients. Our investment advisory process’s underlying thesis is to generate 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 selections; it requires a comprehensive understanding of life stage, financial goals, and risk appetite, and then developing 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 supported by detailed cash-flow and risk analyses.
- 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 every 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 comes at greater 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 should choose Our Investment Advisors?
Plenty of local brokers push products, but NSWealth’s RIA brings fiduciary law, SEBI audits, and pacts courts uphold, key for conservative savers. The firm brings 17+ years of experience in managing Rs. 1000 crores of assets to the city of Chandigarh.
NS Wealth’s Investment advisors are ideal for investors in Chandigarh because:
- Planning approach to investments: Being successful in money management doesn’t always mean chasing markets and returns. If you bring a holistic financial planning perspective to investment, it will help you build a solid foundation. Investment Advisors of NS Wealth bring that into consideration in every investment recommendation. They will ensure that your investment portfolio is well aligned with your risk profile, resulting in a better risk-adjusted return.
- Fee-based service: As an SEBI-Registered Investment Advisor, we are legally bound to operate on a performance-linked fee basis. Our advisors are not driven by product commissions, which ensures better protection of clients’ rights.
- Transparent methodology: Our advisors ensure that every client is educated about the risks associated with an investment portfolio. The client is kept aware of the basis of any recommendation and how it fits into their financial plan.
- Local knowledge: NS Wealth’s financial advisors in Chandigarh are not only well-trained in broader financial markets but also have a nuanced understanding of the local economy. It ensures that every client in Chandigarh receives a recommendation grounded in a reality check of the local ecosystem.
- Digital Service: NS Wealths’ financial advisory service is available both online and offline. Irrespective of the locality in Chandigarh where you are based, you can access our service from the comfort of your home. Every client gets access to the NS Wealth Plan 360 platform, which they can use to track their financial life in real time.
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
