Investment Advisor – Personal Investment Expert for Hyderabad

Explore NS Wealth’s Fee-Only Investment advisory to Growth 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 Hyderabad.

In Hyderabad, where tradition meets innovation and the IT revolution has transformed countless lives, NS Wealth stands as a premier investment advisor, dedicated to helping residents harness their financial potential. Our comprehensive advisory services combine modern investment strategies with time-tested principles to create wealth-building solutions that resonate with Hyderabad’s dynamic professional landscape.

Hyderabad has a diverse investor base, ranging from tech entrepreneurs in HITECH city to established business families in the old town, with distinct financial goals, risk profiles, and risk-taking capacities. NS Wealth’s investment advisory team recognizes the varied goals and economic aspirations of every Hyderabadi to create custom investment solutions that align with each Hyderabadi’s personal values. The firm’s expertise stretches across multiple financial product categories and asset classes. The firm follows a proprietary asset allocation model to offer structured investment portfolios that can help Hyderabadis navigate their financial journey.

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.

How can our investment advisors help?

We believe successful investing requires a disciplined, transparent methodology for each client’s circumstances. Whether you’re a young IT Professional building your first investment portfolio, a growing family planning for a child’s education, or an entrepreneur managing business wealth in Hyderabad, NS Wealth’s investment advisors are always there to help. Our team can help in-

  1. Designing the right investment portfolio that offers inflation-beating risk-adjusted returns.
  2. Optimize investments and make strategic changes to fit changing lifestyle and market conditions.
  3. Make informed choices while buying investment products.
  4. Continuously track performance and make a rejig when a requirement arises.

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 Mumbaikars should choose Our Investment Advisors?

NS Wealth is a SEBI-registered Investment Advisor, and we only offer fee-based investment advice. The client’s interests are paramount in our investment advice, and we are not motivated by high commissions. Mumbaikars should preferably choose us because:

  1. Long legacy: We are a firm with over 16 years of experience in wealth creation, serving close to 1,000 investor families and currently advising on assets worth over Rs 1,000 crores.
  2. Expert team: We have a team of certified investment professionals trained across all asset classes and market cycles.
  3. Unbiased advice: The underlying motivation behind any advice is not product commission. As a SEBI-registered advisor, we act in a fiduciary capacity and work in our clients’ best interests.
  4. Comprehensive solutions: We offer expertise across multiple asset classes and products, starting from Mutual funds to AIFs to bond and fixed deposits. We don’t just have investment expertise; we’re also Certified Financial Planners, so we provide an end-to-end solution for any Mumbaikar.
  5. Pragmatic approach to asset allocation: We use various statistical methods to understand asset dynamics and determine an optimal asset allocation that aligns with the client’s financial goals, which we adjust as markets and lifestyles change.
  6. Tech-first approach: We offer an online investment account that enables clients to access their portfolio in real time and receive assistance from an investment advisor when needed, ensuring a seamless, transparent investment process.
  7. Local Presence: We are available both online and offline for every Mumbaikar. We understand the city’s financial landscape and lifestyle, delivering advice that truly fits Mumbaikars.

For expert guidance that turns your financial goals into reality, connect with NS Wealth – your trusted investment advisor in Mumbai.

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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 Hyderabad 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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