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 Jaipur.
Securing one’s financial future requires a more pragmatic approach; having the right investment advisor in Jaipur by your side makes all the difference. NS Wealth’s philosophy around wealth creation through investment management is not just about choosing funds and stocks- it requires a more holistic approach with clear objectives. One needs a custom-made investment plan that aligns with your goals, risk appetite, and long-term aspirations.
Jaipur, once the capital of Rajputana, is now known for its vibrant economy and a growing class of professionals and entrepreneurs, and is witnessing rising demand for structured investment management and financial planning. Whether you are planning for your kid’s education, marriage, or retirement, a diversified and well-thought-out portfolio strategy is a necessity of the hour. Our team of SEBI-registered Investment advisors can offer you the right kind of guidance to build and execute it.
At NS Wealth, our focus is on your financial well-being. We combine time-tested investment strategies with modern portfolio analytics to help you make informed decisions. Our investment advisory approach combines deep-rooted research, discipline, and transparency, ensuring that every rupee invested works as effectively as possible towards your financial independence.
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?
A professional investment advisor does more than just suggest schemes or market products. NS Wealth’s investment advisors in Jaipur have that training to act as your long-term financial partner. We use data, the latest research, and personalized advisory techniques to help you manage and grow your wealth responsibly. Here is what our advisors in Jaipur can do for you:
- Personalized financial planning: Every client has different financial objectives. There can be goals aligning with long-term wealth creation and others that ensure liquidity and regular income generation. Our team of investment advisors can design investment plans tailored to your life stage, risk profile, and tax situation. From SIP-based strategies to lump-sum portfolio setups, we can create plans that can evolve with you.
- Mutual Fund and Portfolio Management: With an ever-evolving digital landscape, there is a lot of information about which fund or stock to invest in, but it can be overwhelming. Our team of investment advisors removes this clutter by using detailed performance metrics like beta, alpha, and Sharpe ratios to help you find the ideal match. We used modern portfolio management principles to effectively balance portfolio risk and return.
- Tax-Efficient Investing: Taxes can silently erode investment returns. Our Investment Advisors work out tax-efficient portfolios for you by recommending ELSS funds, retirement-linked investments, and other financial instruments that can reduce your overall tax liability. We can help you plan your portfolio in alignment with the latest tax laws and help you retain more of your earnings.
- Goal-based Investment Planning: NS Wealth’s team of Investment Advisors can work out portfolios for you that align with your financial goals. We approach your portfolio by breaking down significant financial goals into actionable, time-bound investment tasks, making it easier to track and achieve goals systematically.
- Continuous monitoring and reporting: We all know financial markets evolve, and your investments also need to change accordingly to generate the best possible returns. NS Wealth’s Investment Advisory Team does a periodic check of your portfolio and helps you gain clear insights to stay prepared with the changing market dynamics.
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 Jaiour should choose Our Investment Advisors?
Finding the right investment advisor in Jaipur can feel challenging. Different firms are promising similar offerings. What makes NS Wealth different from others is not just our team’s financial knowledge and understanding of markets, but also the way they apply them to your individual journey. Jaipur, trust us :
- Local expertise with a National Outlook: As a Jaipur-based firm with clients across India, we understand the unique financial behaviors of Jaipurites. Whether you are a salaried individual or a business owner, we can help you structure your investment strategy and create investment plans that maximise returns while maintaining liquidity for local opportunities.
- SEBI-registered and transparent approach: NS Wealth’s approach complies with SEBI and AMFI guidelines. Our service mantra is Transparency. Our service delivery ensures transparency in fees, product recommendations, and risk disclosures.
- Data-driven, research-backed advisory: We blend quantitative and qualitative analysis to evaluate every investment option. We harness advanced statistical tools for ratio analysis,back-testing, and risk calibration, and ensure the elimination of bias and emotional decision-making from our portfolio planning.
- End-to-End Guidance: NS Wealth offers a comprehensive suite to help its clients navigate their financial journey efficiently. We cover every aspect, from retirement planning, estate planning, to tax advisory and risk mitigation. We are a single point of contact at every financial milestone and goal.
- Digital and Personalized Service: We offer end-to-end consultations both digitally and through our branches. Our online investment account is a one-point dashboard for tracking your portfolio performance, goals, and market movements. Whether you are an NRI with roots in Jaipur or a Jaipur-based professional, our digital systems make portfolio monitoring and staying in touch with your advisors seamless and transparent.
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
