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 Delhi.
When planning for your money to work better in the Nation’s Capital, NS Wealth is the partner you can rely upon. We are an SEBI-registered investment advisor offering online and offline investment consultation across Delhi and the National Capital Region.
Our pragmatic and scientific approach to investment management, combined with expertise across all asset classes —from equity to debt to gold and other commodities —and across all product categories —from mutual funds to AIFs to Bonds and Fixed income to ETFs —makes us the ideal partner for Delhities.
We offer a fee-based investment advisory solution, and the motivation behind the advice is not commission provided by various financial companies. Our team has enough training and experience to handle different market cycles across all asset classes. Our advisory framework is always aligned with the client’s risk-taking ability, risk profile, and financial goals, and our end goal is to deliver tax-efficient returns across different asset classes and the portfolio as a whole.
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?
Right from the Corridors of Connaught Place to the upcoming business hubs of Gurugram and Noida, Delhi has a diverse investor profile. The diversity of profiles includes different risk profiles, financial habits, goals, and risk-taking capacity. NS Wealth’s team of Certified Investment Advisors can help Delhi residents in:
- Optimize their investment portfolio in line with investment horizons, risk tolerance, and risk-taking capacity.
- Utilize every investment avenue and market opportunity in generating inflation-beating returns.
- Help them identify the right scheme for SIPs and other long-term investments.
Curve out a portfolio strategy that does not just generate better alpha, but also returns that are also tax efficient. - Plan investments to support more strategic financial goals, such as buying real estate or funding kids’ education.
- Have a stricter watch on the investment portfolio and suggest timely steps based on market conditions.
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 Delhiites should choose Our Investment Advisors?
NS Wealth brings diverse experience to Delhiites in managing investment portfolios with different asset allocations across multiple market cycles. As a SEBI-registered Investment Advisor, we have a fiduciary responsibility. The main reasons why most Delhiites should choose us are:
- Legacy and Experience: NS Wealth brings 16+ years of investment advisory experience, serving 1000+ investors and managing Rs 1000+ crores. Our team of Investment advisors has navigated multiple market cycles across various asset classes, enabling them to deliver better risk-adjusted returns for their clients.
- Unbiased advisory: As an SEBI-registered advisor, we are legally bound to act in the client’s favor rather than being driven by product commissions.
- A Comprehensive Solution Provider: Since NS Wealth Dream, Decide and Do framework is aligned to cover every aspect of a Delhiite’s financial life and provide an end-to-end investment advisory service, we are the right partner for you.
- Pragmatic asset allocation model: The core of any investment portfolio’s success lies in its asset allocation methodology. NS Wealth’s framework is unique in its approach, as it is mathematical and is based on the fundamental dynamics of any asset class’s overall market.
- Tech-first approach: NS Wealth offers an online investment account that streamlines the investment process, making it seamless and stress-free. The client can access the account through the browser and also has a mobile app. The approach intends to give the client real-time access to the portfolio and engage in active management with dedicated advisors.
- Local Knowledge: NS Wealth’s investment advisors are well-versed in Delhi’s fast-moving financial, professional, and business ecosystem. It helps to understand an average Delhiite’s profile and advise them in the right direction.
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