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 Nagpur.
Managing money is a key life skill, and investing is most effective with expert guidance. Done right, it helps you build long-term financial security. The right investment advisor in Nagpur can help protect and grow your wealth. At NS Wealth, we understand that every investor has unique goals and responsibilities. We create investment plans tailored to your needs to help you achieve financial freedom.
Nagpur is quickly becoming a major hub for finance and logistics in Central India. Many young professionals, entrepreneurs, and business owners are moving here, each with their own investment needs. A structured approach to investing helps everyone, whether you’re building a retirement fund, managing inherited wealth, or planning for the future. NS Wealth’s team in Nagpur is here to support you.
NS Wealth’s investment advisors have decades of experience helping clients in Nagpur navigate changing markets. We use data-driven insights to offer unbiased advice and proven strategies to boost returns and reduce risk. Our goal is to make investing easier and help you make smart financial decisions for long-term success.
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. 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
Risk Profiling
Portfolio Planning
Implementation
Review & Rebalancing
How can our investment advisors help?
Working with NS Wealth investment advisors means more than just getting financial advice. It’s about building a long-term relationship with someone who helps you plan, monitor, and adjust your investments as your life and the market change. Our team in Nagpur has experience through many market cycles, strong technical knowledge, and a personal understanding of your financial goals. Here’s how we can help:
- Customized Financial Planning: Every financial journey starts with clear goals. Our advisors begin by creating a goal document based on your income, expenses, assets, liabilities, and risk tolerance. Then, we develop an investment plan that fits your needs and review it regularly as your life and the market change. Whether you want to save for your child’s education, buy a home, or retire early, we’ll create strategies that fit your timeline and comfort level.
- Mutual Fund and Portfolio Management: Equity mutual funds have 11 subcategories, and similar choices are available for debt and other asset classes. Picking the right one can be challenging. NS Wealth’s advisors review funds based on performance, costs, manager history, and risk-adjusted returns. We also monitor your portfolio and rebalance it as needed to keep it on track with your goals and the market.
- Tax-Efficient Investment Strategies: Smart tax choices are essential for building wealth. Whether you invest in ELSS funds, NPS, or plan for capital gains, we make sure your investments follow current tax rules and help you grow your wealth efficiently.
- Portfolio Review and Performance Tracking: Markets change because of the economy and investor behavior, so your portfolio needs to adjust too. The NS Wealth team regularly benchmarks your investments and helps you stay prepared for any market surprises.
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 Nagpur should choose Our Investment Advisors?
Having the right investment advisor in Nagpur means having a partner who values your goals. NS Wealth is known for integrity, local expertise, and personal service. Here’s why investors in Nagpur choose us:
- Local Insight and National Network: NS Wealth has a nationwide presence, including Nagpur, Jaipur, and other cities. Our advisory team understands the investment mindset of professionals and business families in Central India. Our local expertise makes us a relevant partner for Nagpur residents building investment plans that match their financial goals and risk tolerance.
- SEBI-registered and Compliance-oriented: NS Wealth ensures its services comply with the latest SEBI and AMFI guidelines. Our advisors educate clients at every step and provide unbiased advice. We keep our fee structure, reporting, and product selection transparent.
- Data-driven Investment Process: We use a data-driven, research-based approach in our investment advisory process. We analyze funds, bonds, and market instruments with key metrics before advising clients. Our latest analytics tools help us plan and measure performance accurately.
- Technology with Personal Engagement: Every client gets access to an NS Wealth online investment account, making it easy to track performance and reach your advisor anytime. Whether you meet us in person in Nagpur or connect by video, we keep in touch and guide you so you stay on track with your goals.
- Proven Client Satisfaction: We have served over 1,000 families across the country for 20 years, earning their trust with their money and financial goals. Our investment advisory framework provides stability even in volatile markets, helping clients stay confident about their financial future.
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
