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 Dehradun .
Partnering with an experienced investment advisor in Dehradun can turn scattered savings, FDs, and random mutual fund portfolios into a disciplined plan for building long-term wealth. As the city evolves from a traditional town of government employees, defense personnel, and small business owners to the modern capital of Uttarakhand, the need for contemporary approaches to money management is urgent. Investments in unproductive assets need to be recalibrated in light of current challenges. That is where NS Wealth Dehradun is trying to make a difference.
A SEBI-registered Investment Advisor in Dehradun with 17+ years of experience with their own proprietary framework. The firm is bringing contemporary, technology-driven investment management strategies to Dehradun. A fee-based service that aims to improve every client’s chance of achieving financial independence fast and provides a structured approach to goal achievement.
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?
NS Wealth is one of the Investment Advisors in Dehradun that operates under the SEBI-Registered Investment Advisor Framework. Apart from traditional investment advisors, NS Wealth offers fee-based advisory services, which are in demand. The models ensure better protection for investor interest.
Key reasons why Investors of Dehradun prefer NS Wealth as their Investment advisor
- Client-first approach: NS Wealth’s investment advisors don’t just focus on beating the market; they take a highly client-specific approach to their investment recommendations. Focusing on financial goals, taxation, risk-taking ability, and the investor’s family profile is given the utmost importance.
- Long-standing legacy: NS Wealth brings to the city of Dehradun 17+ years of experience handling market cycles and currently manages investments totaling Rs. 1000 crores for many Indian families. All these experiences put the NS Wealth team in a privileged position to serve clients better.
- Proprietary model: NS Wealth brings to the city of Dehradun its proprietary “Dream, Decide and Do” framework, which has been successful in generating returns across market cycles. The framework has proven its mettle in helping clients in their journey towards achieving financial independence.
- Local expertise: NS Wealth’s team of Investment advisors in Dehradun not only brings a broader understanding of financial markets but also deep, nuanced knowledge of the local economy. It is this local economic knowledge that makes NS Wealth the partner of choice for Dehradun’s investors.
- Digital service: NS Wealth’s services are available both online and offline for the residents of Dehradun. Clients can reach their advisors with a single click. Additionally, NS Wealth offers a free digital platform for tracking and making investments in real time, making it easy for all clients.
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
