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
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We have experts who can assist you right now via phone or an online meeting on Google Meet
NS Wealth’s Investment Advisor in Guwahati .
If you are looking for a trusted Investment advisor in Guwahati, your search ends here. Guwahati is slowly transforming into a modern city, and with it, road connectivity to the rest of Northeast India is improving, making it the region’s most significant economic hub. These changes have attracted people from various industries to the city. Over the past year, we have noticed a rise in the number of modern Assamese middle-class and high-net-worth families. As the economic landscape changes, the need for better investment management services is urgent. The rising cost of living in Guwahati has further increased demand.
NS Wealth Guwahati is one of the few SEBI-certified Investment Advisors that operate in the city. Other than the traditional advisors who are technically agents of the MF & Insurance companies, NS Wealth operates in a completely different model. It brings to Guwahati a modern investment advisory service that, until now, has been a privilege of city dwellers in big metros like Delhi, Mumbai, and Kolkata—the only fee-based investment advisor in Guwahati, aiming to bring financial well-being to the city’s residents.
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 selecting funds; 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 behavior 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 analyze both short- and long-term goals and develop an investment plan supported by detailed cash flow and risk analyses.
- An unbiased scheme selection advisory: as a SEBI-registered investment advisor, we analyze 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 incremental return comes with higher 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?
Trust is the foundation of NS Wealth’s services—our commitment to deliver a service that ensures well-being in their financial life. Our structured approach to investment management sets us apart, and your fee-based model ensures every customer gets the correct value for their money. We already operate with 1000 happy families and currently manage Rs.1000 crores of investments. Most families who work with us in Guwahati choose us because:
- Plan-based approach to investing: Investing is not about returns; we should be clear that each additional return entails additional risk. Planning investments in line with life goals is the ideal way to be a happy investor. Our Investment advisors work closely with clients to help them proactively articulate their goals and define the underlying risks. A Plan-based approach allows the client not only navigate market risk more effectively but also achieve goals on time.
- Tax Optimization: If tax planning is not aligned correctly with your investments, you end up losing a lot of returns. Taxes can eat up a lot of your returns. NS Wealth’s Investment advisors in Guwahati work closely with Chartered Accountants and tax experts to design tax-efficient portfolios and, in turn, plan profit bookings to ensure lower tax incidence.
- Understanding of the local investment landscape: NS Wealth’s team of Investment Advisors in Guwahati is not only trained in broader financial markets but also has strong regional market knowledge. It is an advantage for our clients in Guwahati, as our support enables them to access investment opportunities in the local economy.
- Digital-first service with human support: NS Wealth’s services are available online and through physical branches across Indian Metros. Over the years, we have built a sustainable digital infrastructure so our clients can access our team of Investment advisors from the comfort of their homes. Every NS Wealth client gets access to a Plan 360 account, a digital account accessible on desktop and mobile. The account empowers the client to access their investments and status in real time and execute transactions from the comfort of their home.
NS Wealth Solutions Pvt Ltd provides investment advisory services all over India : Guwahati | 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
Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs
Frequently Asked Questions -FAQs
Are you SEBI-registered as an investment advisor or a mutual fund distributor?
NS Wealth is a SEBI-registered Investment advisor with license number INA000009551 and offers only fee-based investment advisory services.
How long have you been advising clients in Guwahati? What types of clients do you typically serve?
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.
How do you charge for your services — flat fee, percentage of assets, or commission-based?
We don’t charge a commission-based fee. We charge a yearly fee of 1% of the asset.
What is your investment philosophy — active or passive investing, long-term or tactical approach?
NS Wealth’s investment philosophy is active and long-term. We align clients’ portfolios based on their financial goals and risk profiles.
How frequently will I receive portfolio performance updates?
We generally do a portfolio review every quarter, but you can always access your live portfolio through NS Wealth’s Online Investment account.
