Investment Advisor – Personal Investment Expert for Kolkata

Explore NS Wealth’s Fee-Only Investment advisory to Growth your Money

SEBI REGISTERED INVESTMENT ADVISOR
SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Are you confused?

Unclear Portfolio Performance

Are Your Investments Meeting Your Goals? Without regular review, performance can silently fall behind.

Overlapping schemes

Investing in similar types of products can lead to duplication, reduce diversification, and potentially limit long-term gains.

Wrong Product Selection

Following trends or tips can result in misaligned products. Your portfolio should align with your goals and risk tolerance.

High Expense Ratio

High-cost products eat into your returns. It’s essential to review whether you’re paying more than you should be.

Too many schemes in a portfolio

An Ideal portfolio size is essential, as too many schemes lead to confusion and underperformance, while a smaller-than-ideal size leads to lower diversification.

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 Kolkata.

Kolkata is a city rich in culture, tradition, and emerging business opportunities. It is a city populated by Bengali “Bhradro Lok ”and Marwari business families. The approach to money has always been conservative among Bengalis. NS Wealth is a reliable investment advisor that has been working to promote financial literacy among the Bengali community and help individuals and families make informed investment decisions. Our advisory services combine personalized strategies with expert insights to foster sustainable wealth growth that aligns with Kolkata’s pace and lifestyle.

NS Wealth is well-suited to serve diverse communities and provide them with tailored investment advice in Kolkata. We specialize in providing comprehensive guidance across mutual funds, equities, fixed-income products, and tax-saving schemes, ensuring your investments stay well-balanced, diversified, and aligned with your goals.

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.

Financial Analysis

Assessment of income, assets, liabilities, and objectives.

Risk Profiling

Understanding your comfort with market volatility through a psychometric test, a key factor in defining asset allocation.

Portfolio Planning

Create a customized portfolio tailored to your risk profile, featuring the right mix of financial products that align with your asset allocation and support your short-, medium-, and long-term goals.

Implementation

We execute your portfolio plan with trusted & regulated financial institutions.

Review & Rebalancing

Monitor the portfolio regularly to ensure it is aligned with market and life changes.

How can our investment advisors help?

NS Wealth’s team of investment advisors truly understands the financial landscape of Kolkata. Our advice is rooted in a systematic and client-focused approach. Whether you are a salaried individual, an independent professional, an entrepreneur, or a retiree, NS Wealth’s advisory approach is designed to suit everybody’s needs. Our investment advisors can support every resident of Kolkata.:

  1. Build disciplined investment plans to meet specific needs.
  2. Help them stay consistently ahead of the curve and generate better risk-adjusted returns.
  3. Help them make informed decisions about different market-linked products so that they don’t choose the wrong one.
  4. Track investment performance in real time, generate returns that beat inflation, and achieve financial goals on time.
  5. Adjust investment plans as significant life events or economic changes occur.
  6. Preservation of capital and achieving steady growth in wealth.

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

Helping them achieve their financial goals and emergencies, and optimize for taxes.

Professionals

Helping them navigate between life goals and emergencies with an unsteady flow of income.

Families

Plan for children’s education, housing, and intergenerational wealth.

Entrepreneurs

Helping them create a balance between unforeseen business challenges and personal finance.

NRIs

With robust financial plans to attain life goals and navigate between taxation of different countries.

Retirees

Helping them to optimize post-retirement income strategies so that they don’t outlive their savings.

Why Kolkata should choose Our Investment Advisors?

The client’s interest is of paramount importance in the NS Wealth Investment advisory service. A structured approach and understanding of Kolkata’s evolving market and lifestyle nuances make NS Wealth an ideal choice for most residents of Kolkata. Logically speaking, NS Wealth should be the perfect choice for Kolkata.:

  1. Transparent fee structure: There are no hidden fees; the pricing is transparent and affordable, in line with the value the service delivers.
  2. Experienced team: NS Wealth Investment advisors are trained in various market scenarios and have a robust research team to create more effective portfolios for their clients.
  3. Comprehensive advice: NS Wealth’s investment advisors are qualified to advise clients across all investment avenues and product categories.
  4. Asset Allocation Model: We utilize our proprietary asset allocation model, which employs statistical analysis of past market performance to help our advisors generate better risk-adjusted returns for Kolkata investors.
  5. Online Investment Account: We offer an online investment account that enables clients to access their portfolios in real time and receive personalized assistance from their advisors. The account aims to make each investment journey seamless and stress-free.

Your Content Goes Here

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 services.

NS Wealth has been advising clients in Kolkatafor 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.

Free Financial Planning Guide
for 2025

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