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 Jamshedpur.
Working with a reliable Investment Advisor in Jamshedpur can transform scattered FDs, insurance policies, and mutual fund holdings into a clear,goal-driven plan that steadily grows your family’s wealth. Jamshedpur, the steel capital of Jharkhand, is slowly transforming from an old manufacturing hub to a modern industrial town. The changing dynamics are driving household incomes, but managing money is becoming tough as lifestyle costs are increasing much faster than incomes. There is a growing need for professional investment advice in the city. Though the city already has traditional investment advisors like Mutual fund distributors and stockbrokers, that is enough.
NS Wealth is currently driving change and bringing professional investment advisory services to Jamshedpur. A SEBI-Registered Investment Advisor, which is trying to approach an investment strategy that covers every aspect of one’s financial life. A unique approach that ensures financial freedom and stability over the long term.
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 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 behaviour 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 analyse 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 analyse 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 additional return increases 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?
NS Wealth is one of the few Investment Advisors in Jamshedpur that operates on a fee-based model. A firm with its own proprietary investing framework called the “Dream, Decide, and Do” framework. The team takes a fiduciary responsibility for the money, which protects you from unwanted market movements and keeps you on track.
Key reasons why investors of Jamshedpur prefer NS Wealth as their investment advisor are:
- The 360 Approach: NS Wealth considers investing to be about beating market benchmarks, but approaching every aspect of financial life with better risk management. A 360-degree approach to investing that ensures better clients’ success in their journey to achieve economic independence and goals.
- Transparent process: The firm ensures clarity in its relationship with every client. Clearly defined objectives of engagement through hard-bound contracts make the process easy. The team of investment advisors ensures that the client is adequately informed about the potential risks associated with investing in an asset class and the investment thesis.
- Legacy: The firm has 17+ years of experience and is currently managing Rs 1000 crores of investments through tested research. NS Wealth’s Investment Advisors in Jamshedpur bring this overall experience to the city, tested across various market cycles.
- Digital-first service: NS Wealth ensures that one can take advantage of the firm’s services from the comfort of their home. Advisors are always available via email, WhatsApp, or aquickl online meeting. NS Wealth offers a free online investing account called Plan 360, which helps track investments and execute them in real time on desktop and mobile.
- Tech-first approach: NS Wealth offers an online investing platform called Plan 360 to all its clients. Investors can easily track their investments and execute transactions on this platform. The platform also gives any client instant access to a dedicated advisor, making it easy for them to navigate their investing journey.
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
