Investment Advisor – Personal Investment Expert for Nashik

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 Nashik.

Navigating the complex world of investments requires expertise, discipline, and a strategic approach that aligns with your unique financial aspirations. NS Wealth’s team of trusted investment advisors in Nashik brings over 17 years of experience helping Nashik residents build sustainable wealth through intelligent, goal-oriented investment strategies.

The firm’s investment advisory service goes beyond simply recommending mutual funds or stocks. It encompasses a comprehensive understanding of the client’s financial situation, risk tolerances, time horizons, and life goals to create a customized roadmap for wealth creation. At NS Wealth, we combine cutting-edge technology with personalized service to deliver measurable results that transform clients’ financial dreams into tangible reality.

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?

We ensure our investment advisors have the proper training to deliver end-to-end solutions to any client’s financial needs, irrespective of their financial profile. They can help you with

  1. A personalized investment strategy that is unique to your needs and risk tolerance and help them to enjoy peace of mind in different market cycles. We evaluate each client’s risk tolerance through detailed questionnaires and discussions, ensuring their investment portfolio aligns with their psychological comfort with market fluctuations.
  2. Professional Portfolio management and optimization, which requires continuous monitoring, periodic rebalancing, and strategic adjustments based on market conditions and circumstances. We help you create a diverse portfolio with intelligent asset allocation, enabling the client to maximise returns while managing risk effectively.
  3. Tax-efficient investment planning that ensures maximising after-tax wealth accumulation. Our investment advisors develop sophisticated tax-efficient strategies that help clients retain more of their investment earnings.
  4. A goal-based approach that does not solely focus on returns, connecting investments to specific life goals. At NS Wealth, we implement a goals-based investment framework that links every investment decision to concrete financial objectives. The approach provides clarity on progress towards each goal and helps maintain investment discipline during market volatility.
  5. Comprehensive risk management that protects your wealth from various threats. Our investment advisors assess potential risks across multiple dimensions, including market risks, concentration risk, liquidity risk, inflation risk, and longevity risk.

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 Nashik should choose Our Investment Advisors?

Conflict-free and professional investment advice is the need of the hour. If you are looking for someone with the professional expertise and understanding of Nashik’s local market dynamics, your search ends here. NS Wealth’s Investment Advisors in Nashik bring a combined 20+ years of experience, helping clients navigate various market cycles. Our team is the fit partner for every resident of Nashik. They should choose NS Wealth’s services because:

  1. Financial Planning: Investment management is not just about selecting schemes & funds, it requires a professional understanding of markets and a personal profile of the clients. Your financial goals, aspirations, and risk profile are essential factors in designing your investment plan. Our advisors begin the advisory process by gaining an understanding of your income, expenses, assets, liabilities, and future financial aspirations. The design is an investment that matches.
  2. SEBI Registration and fiduciary responsibility: NS Wealth is a SEBI-registered investment advisor, a status that fundamentally differentiates us from commission-based distributors of Nashik. We are legally and ethically obligated to act as a fiduciary and act exclusively in the client’s best interest, ensuring our recommendations prioritize your financial well-being above our commission.
  3. Proven experience and strong client base: Our firm brings over 16 years of experience in advisory, serving 1000+ households and managing a sizable advisory AUM across India. We have already helped our clients navigate their investment journey across multiple market cycles and generate better risk-adjusted returns.
  4. Transparent communication and reporting: We ensure the client has full knowledge of what is happening in their investment account. We share review reports promptly to help the client stay updated on their investment portfolio. Clear fee structure, transparent scheme selection process, and various reports that give complete control over their investment.
  5. Digital-friendly yet human: Every client receives an NS Wealth investment account to track their investments and financial milestones with ease. You can access every record of your interaction with the advisor and reach your advisor in real time whenever you need to.

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

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 Nashik 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