Investment Advisor – Personal Investment Expert for Faridabad

Explore NS Wealth’s Fee-Only Investment Advisory to Grow Your Money

SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

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NS Wealth’s Investment Advisor in Faridabad.

The present-day Faridabad is an important part of the National Capital Region. It is an important commercial corridor and has rapidly grown into “Greater Faridabad” with modern residential corridors, improving metro connectivity, and a transition toward tech services, real estate, and light engineering. The city’s overall economic landscape has shifted from an early-post-partition refugee settlement to a modern urban hotspot. Managing family wealth, business profits, or corporate earnings in a major industrial powerhouse of Faridabad requires disciplined, objective financial planning. The new middle class with newly found wealth might not rely on traditional approaches to investing.

At NS Wealth Faridabad, we are bringing investment management approaches to retail investors that were earlier available to ultra-high-net-worth investors. As a SEBI-registered Investment Advisor (RIA Registration No: INA000009551), we operate strictly on a fee-only model. We accept zero commissions, distribution fees, or product kickbacks from mutual fund houses. Our sole objective is aligning your investments with your absolute life goals.

Whether you are a new-age IT professional, a startup founder, a legacy family business owner, or a retiree, NS Wealth offers investment advisory services tailored to your specific client group. We understand your challenges better because of 17+ years of experience.

Other Places in Delhi NCR where NS Wealth is present: DelhiGhaziabad.NoidaGurugram, & Greater Noida.

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, 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.

How can our investment advisors help?

NS Wealth’s team of investment advisors truly understands Faridabad’s financial landscape. Our advice is rooted in a systematic and client-focused approach. Whether you are a salaried individual, an independent professional, an entrepreneur, or a retiree, NS Wealth’s advisory approach is designed to suit everybody’s needs. Our investment advisors can support every resident of Faridabad.

  • Build disciplined investment plans to meet specific needs.
  • Help them stay consistently ahead of the curve and generate better risk-adjusted returns.
  • Help them make informed decisions about different market-linked products so that they don’t choose the wrong one.
  • Track investment performance in real time, generate returns that beat inflation, and achieve financial goals on time.
  • Adjust investment plans as significant life events or economic changes occur.
  • Preserve capital and achieve steady wealth growth.
Financial Planning Firm in India

Who we serve

Our Client includes

We plan portfolios based on the client’s profile and tax status to generate better risk-adjusted returns.

Why Faridabad should choose Our Investment Advisors?

We are one of the few SEBI-Registered Investment Advisors serving local families in Faridabad. We have already helped 1000+ families across the country on their journey toward financial independence.
The reasons why Faridabad families should consider us are :

The Dream, Decide and Do framework: It is a framework that NS Wealth has developed based on the experience of its team working with people with different financial profiles. The framework already has a proven track record of helping many families in their journey to achieve financial independence.

Goal-Based Investment Planning: Align monthly surpluses and lump-sum capital directly with defined life targets. An important part of our service; otherwise, everything would go directionless.

Fee-based service: There are no hidden costs or commissions; NS Wealth offers services under a fee-based advisory model. It offers different fee plans based on your portfolio size and financial profile. You can select the plans that suit your requirements.

Investment and tax support: We not only advise you on which schemes are best suited to your requirements but also plan your execution journey with taxation in mind. If you end up investing without tax planning, taxes might eat up a lot of your portfolio returns.

Digital-first service: The idea was to build a tech-first approach to help our client navigate their financial journey smoothly. We offer every client a platform to access their portfolio and advisors in real time. We call it Plan360.

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 Bangalore 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.

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