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 Indore.
NS Wealth is a SEBI-registered, fee-only investment advisor helping families and individuals in Indore and major cities across India build wealth for their bright financial futures. The firm follows a proprietary framework, “Dream>Decide>Do,” that starts with understanding your financial aspirations, converting them into clear financial decisions, and helping them execute those decisions in a step-by-step fashion.
Indore, the cleanest city of Central India and a rising metropolis, is now where residents need structured financial advice to navigate their journey towards financial freedom. Changing economic conditions of the city are forcing residents to approach their money journey in a structured fashion. NS Wealth’s Investment advisors in Indore are offering both online and in-person consultations to residents, helping them on their journey. Every individual advisor starts by reviewing your income, expenses, current assets and liabilities, and future goals. Based on the judgment they make out of the initial analysis, they suggest a customized investment plan and help you execute it. Our investment advisory team acts as a friendly partner for you, regularly conducting portfolio reviews to align with changing market conditions & and life dynamics.
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. 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.
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 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 create an investment plan backed by detailed cash flow and risk analysis.
- 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 every individual’s financial 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 gives the highest return because every additional return increases the 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 Indore should choose Our Investment Advisors?
Searching for conflict-free & professional investment advice that is not hidden in commissions or product sales, NS Wealth is your ideal partner. NS Wealth stands out among Indore’s investment advisory firms because it operates as a SEBI-registered advisor with a fiduciary responsibility to put clients’ interests first at every step. Here are the key reasons Indore investors choose NS Wealth:
- Local expertise: The firm effectively blends an understanding of the regional investment environment with overall market dynamics in its advisory work. Whether you are a salaried individual or a businessperson, our investment advisory from Indore is equipped to meet the needs of people with diverse investment outlooks and risk profiles.
- Financial Planning: Investment management is not just about selecting schemes & funds, it requires a professional understanding of markets and a personal profile of the clients. Your financial goals, aspirations, and risk profile are essential factors in designing your investment plan. Our advisors begin the advisory process by gaining an understanding of your income, expenses, assets, liabilities, and future financial aspirations. The design is an investment that matches.
- Proven experience and strong client base: Our firm brings over 16 years of experience in advisory, serving 1000+ households and managing a sizable advisory AUM across India. We have already helped our clients navigate their investment journey across multiple market cycles and generate better risk-adjusted returns.
- Transparent communication and reporting: We ensure the client has full knowledge of what is happening in their investment account. We share review reports promptly to help the client stay updated on their investment portfolio. Clear fee structure, transparent scheme selection process, and various reports that give complete control over their investment.
- Digital-friendly yet human: Every client receives an NS Wealth investment account to track their investments and financial milestones with ease. You can access every record of your interaction with the advisor and reach your advisor in real time whenever you need to.
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
