Investment Advisor – Personal Investment Expert for Kanpur

Explore NS Wealth’s Fee-Only Investment Advisory to Grow 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 Kanpur.

Finding a solid Investment Advisor in Kanpur can shift your approach from reacting to market noise to building a deliberate portfolio that steadily funds your family’s future without unnecessary risk. Kanpur is an evolving city, and its dynamics are changing from a small UP town to a rising metropolis. The increasing cost of living is becoming a challenge for most residents of Kanpur. It is time to rethink the approach to investing, considering expert advice is the need of the hour. NS Wealth’s Investment Advisory in Kanpur is helping every Kanpurite make this significant shift.

We are an SEBI-registered Investment Advisor with both online and offline presence, offering a structured approach to investing. Our proprietary “Dream, Decide, and Do” framework works as a guiding principle for our investment advisory team. The framework has already been tested with 1000+ families and has delivered results.

NS Wealth Solutions Pvt Limited is a holistic investment advisory solution provider that helps clients cover every aspect of their financial journey as they make investment decisions. Effective goal planning is already built into any investment recommendation we offer.

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 that has been 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’s underlying thesis is to generate tax-efficient returns that align with their risk profile and risk-taking capacity.

How can our investment advisors help?

Working on an investment plan is not just about making fund selections; 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 behaviour coaching to help you stay disciplined in different market cycles. The key ways NS Wealth’s investment advisors can help you include:

  1. 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 supported by detailed cash-flow and risk analyses.
  2. 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 every individual’s monetary journey.
  3. 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.
  4. 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.

Why Vadodara should choose Our Investment Advisors?

Local brokers and apps abound in Kanpur, but NS Wealth’s corporate RIA badge means fiduciary duties, SEBI audits, and ironclad arrangements that courts recognise-peace of mind conservative savers. A fee-based service that is performance-linked with no motivation to push products for high commissions. NS Wealth is the right partner for every Kanpurite’s financial needs.

  1. Hoslitic approach to Investing: We understand that investing is not just about buying financial products; every investment decision must be backed by thorough planning for goals. Our Investment advisors work in tandem with Certified Financial Planners to ensure that happens. We conduct risk profile checks to ensure that your investments generate the best risk-adjusted return.
  2. Inbuilt Tax Planning: Tax may eat up a large portion of your investment returns. If your investments don’t take tax laws into account, you are a real loser. Our Investment advisors work with tax consultants to ensure that your investments are optimized for taxes so that you can draw the best benefits.
  3. Local expertise: Our Investment advisors in Kanpur not only have a broader knowledge of financial markets but also a deep understanding of the local economy. Every piece of their recommendation takes that into account.
  4. Digital-first service: Our investment advisory service is easily accessible from home. Our digital-first approach, with an online investment account and quick access to dedicated advisors, gives our clients peace of mind.

Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs

#1

Retirement Planning

We help you build a retirement plan that ensures financial freedom in later years.

#2

Expert MF Portfolio Analysis

Our SEBI-registered advisors conduct a detailed analysis of your mutual fund portfolio.

#3

Financial Health Check up

An X-ray of your present state of finances to reach the desired state sooner

Frequently Asked Questions -FAQs

NS Wealth is a SEBI-registered Investment advisor with license number INA000009551 and offers only fee-based investment advisory.
NS Wealth has been advising clients in Kanpur 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 review our portfolio every quarter, but you can always access your live portfolio through NS Wealth’s Online Investment account.

Free Financial Planning Guide
for 2025

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2025