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 Ludhiana.
Working with a seasoned Investment Advisor in Ludhiana can turn irregular savings and investments into a focused plan that steadily builds long-term wealth for the family. Ludhiana, a city of textile manufacturing, trading, and transport, and a growing services sector, where families do make good money, but they still juggle with rising lifestyle costs. The residents of the city often park their savings in FDs, gold, multiple insurance policies, and local real estate, but frequently forget the importance of correct asset allocation and risk management, making it challenging to balance their investments with their financial goals.
The need of the hour for the residents of Ludhiana is professional investment advisory, which can help them map their cash flows, risk appetite, and goals. They need partners who can help them create a diversified investment roadmap that balances growth and safety, rather than falling into the trap of tips or one-off products. It is where NS Wealth is trying to play a bigger role. A SEBI-registered Investment advisor that offers fee-only, goal-based investment advisory services to people and families with different financial profiles and helps them navigate their journey towards achieving 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, 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?
Ludhiana has many local investment consultants, mutual fund distributors, and brokers, but not all operate under SEBI’s registered Investment Advisor framework. A framework that ensures fiduciary responsibility on the part of the advisor and brings transparency in the overall process. The framework also provides legal rights protection for investors and a mechanism to sort out all grievances.NS Wealth operates as an SEBI-registered investment advisor in Ludhinana with clear registration, a documented process, and a team of qualified planners focused on holistic financial planning rather than product pushing.
Key reasons Ludhiana investors prefer NS Wealth as their investment advisor
- Goal-based approach to investing: Just investing doesn’t ensure financial success. A planned approach to investment with goal-based objectives and intelligent asset allocation helps investors build long-term wealth. NS Wealth brings the approach to the city of Ludhiana, making it different from all local consultants and, in turn, helpful to the residents of Ludhiana on their journey towards financial independence.
- Proven model: NS Wealth has its own proprietary “Dream, Decide and Do” investing framework, which has already been tested with 1000+ families who have achieved sustainable financial success. NS Wealth’s Investment advisors in Ludhiana bring this framework to the city’s residents, who already have the highest credibility for success, as it has proven its mastery in investing overng over the last 17 years.
- Focus on long-term relationship building: NS Wealth’s core values are centred on building long-term relationships with its clients. The firm is not here to sell products to earn high commissions. The team continuously works with their clients throughout their entire journey in life and supports them in achieving financial success.
- Local knowledge with National Outlook: NS Wealth’s team of Investment Advisors in Ludhiana are not trained on broader financial markets, but they also have a deeper understanding of the local economy of Ludhiana. This wider, more nuanced knowledge empowers investment advisors to build strategies that meet the specific needs of the city’s residents.
- Digital first service: NS Wealth’s Investment advisory service is available both online and offline through its branches. It makes it easy for residents of the city to access the firm’s services from the comfort of their homes. Every client gets access to a digital investment account called the Plan 360, through which they can track their investment and financial plan in real time.
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
