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 Mumbai.
Mumbai is the financial capital of the country, but becoming proficient in investing requires thorough research. Planning an investment requires understanding different asset classes and aligning one’s risk-taking capacity and risk profile with the risks associated with particular assets across various investment horizons. The NS Wealth Investment Advisory service aims to help the average Mumbaikar on this journey. We help every Mumbaikar do what they do best while dedicating ourselves to improving their financial lives.
NS Wealth, an SEBI-registered investment Advisor, is a professional and research-driven investment advisory firm. The firm offers goal-based wealth creation advisory across Mumbai, with a physical branch in Bandra East. It offers unbiased advice tailored to one’s income, risk profile, and life goals.
We understand the confusion in selecting the right financial product from the whole list of options available. Our research team evaluates all available options across Mutual funds, Alternative Investment funds, Bonds, FDs, and other financial product categories to identify the right investment avenue while ensuring tax efficiency and portfolio stability.
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 capacity to take risks.
Financial Analysis
Risk Profiling
Portfolio Planning
Implementation
Review & Rebalancing
How can our investment advisors help?
Mumbai’s fast-paced lifestyle demands a proactive approach to financial planning and investment management. A wrong selection can lead to losing track of one’s money and incurring unwanted losses.
The NS Wealth Investment advisory team is always there for Mumbaikars to:
- Optimize investments in line with income growth and changing life and market dynamics.
- Please help them to make informed decisions about SIPs, equity and alternative funds, and other market-linked products.
- Work on a tax-efficient portfolio.
- Keep one updated about market fluctuations and rebalance the portfolio accordingly.
- Stay financially prepared for primary financial goals and unwarranted emergencies.
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 Mumbaikars should choose Our Investment Advisors?
NS Wealth is a SEBI-registered Investment Advisor, and we only offer fee-based investment advice. The client’s interests are paramount in our investment advice, and we are not motivated by high commissions. Mumbaikars should preferably choose us because:
- Long legacy: We are a firm with over 16 years of experience in wealth creation, serving close to 1,000 investor families and currently advising on assets worth over Rs 1,000 crores.
- Expert team: We have a team of certified investment professionals trained across all asset classes and market cycles.
- Unbiased advice: The underlying motivation behind any advice is not product commission. As a SEBI-registered advisor, we act in a fiduciary capacity and work in our clients’ best interests.
- Comprehensive solutions: We offer expertise across multiple asset classes and products, starting from Mutual funds to AIFs to bond and fixed deposits. We don’t just have investment expertise; we’re also Certified Financial Planners, so we provide an end-to-end solution for any Mumbaikar.
- Pragmatic approach to asset allocation: We use various statistical methods to understand asset dynamics and determine an optimal asset allocation that aligns with the client’s financial goals, which we adjust as markets and lifestyles change.
- Tech-first approach: We offer an online investment account that enables clients to access their portfolio in real time and receive assistance from an investment advisor when needed, ensuring a seamless, transparent investment process.
- Local Presence: We are available both online and offline for every Mumbaikar. We understand the city’s financial landscape and lifestyle, delivering advice that truly fits Mumbaikars.
For expert guidance that turns your financial goals into reality, connect with NS Wealth – your trusted investment advisor in Mumbai.
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