Investment Advisor – Personal Investment Expert for Chennai

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 Chennai.

Chennai, a bustling metropolis renowned for its industrial strength and rich cultural heritage, deserves financial advisory services that reflect its ambitious spirit. NS Wealth proudly serves as a dedicated investment advisor in Chennai, helping residents navigate their wealth-building journey with confidence, clarity, and strategic foresight tailored to the city’s unique economic landscape.

NS Wealth’s Investment Advisory Service, a tailored financial solution for the Chennai Diversity community, stretches from the automotive corridors of Sriperumbadur to the IT Hubs of OMR and ECR.
Chennai’s investor base represents a diverse range of financial backgrounds and aspirations, and NS Wealth understands this well. The firm understands that every investor’s journey is distinct and requires personalized attention. NS Wealth’s investment advisory expertise spans across scheme selection, all product categories, and achieving strategic diversification across all asset classes.

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. We have served over 1,000 families and today manage assets of over Rs 1,000 crores for our clients. 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

Monitor the portfolio regularly to ensure it is aligned with market and life changes.

How can our investment advisors help?

NS Wealth’s investment advisors have been working closely with Chennai’s diverse investor base, providing them guidance that addresses real-world financial challenges. NS Wealth is a certified Investment Advisor under the Securities Exchange Board of India, and can assist its clients. –

  1. Build portfolios with the proper asset allocation to achieve better risk-adjusted returns.
  2. Assist in making strategic tax-efficient investment choices aligned with their income profiles.
  3. Review and rebalance investment portfolios in response to changing market and lifestyle conditions.
  4. In building emergency reserves and liquidity cushions while pursuing growth opportunities.

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 Chennai should choose Our Investment Advisors?

NS Wealth is an SEBI-registered investment advisor and not a regular mutual fund distributor or a commission agent. The firm’s incentives are well-aligned with your needs, making it the ideal partner for individuals in Chennai with diverse risk profiles-

  1. No Unknown fees: The fee structure for investment advisory is open and transparent. The client pays a percentage of the asset the firm manage. It is pretty straightforward, and nothing is hidden.
  2. Trained team: NS Wealth’s team of Investment advisors is trained to handle any investment-related query of the client. The team is already managing Rs 1,000 crores of assets for numerous clients with diverse risk profiles and financial objectives.
  3. Proprietary Asset Allocation Model: The firm has developed its own model, built on 16 years of experience and various market cycles. The model is trained to optimize for better risk-adjusted returns for investors in Chennai with diverse risk profiles and risk-taking capacities.
  4. Real-time access: NS Wealth leveraged the latest wealth technology to provide its clients with an online investment account that enables them to access their portfolios in real time and receive personalized assistance from their advisors.

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 Chennai 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.

Free Financial Planning Guide
for 2025

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2025