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 Patna.
Jumping between different mutual fund schemes and investment instruments with the intent to potentially time the market may not be an ideal strategy for investing. Not aligning your investment with your financial goals is not a bad strategy. To negate all these errors in investing, one needs to work with a competent Investment Advisor.
Patna, an evolving hub for government employees, private-sector professionals, small-business owners, and consultants, is also dealing with confusion about how to invest the right way. As the city is growing, the economic landscape is also changing, making investing with the right approach more difficult. NS Wealth Solution Pvt Limited, SEBI-Registered Investment Advisor (License No. INA000009551), is trying to solve this problem for investors in Patna.
NS Wealth’s team of Investment Advisors in Patna offers structured investment advice considering every aspect of any Client’s financial life. They help clients articulate their financial goals and risk-taking ability, and advise them on investment strategies that generate better risk-adjusted returns.
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 that has been 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’s underlying thesis is to generate 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 selections; it requires a comprehensive understanding of life stage, financial goals, and risk appetite, and the development of 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 supported by detailed cash-flow and risk analyses.
- 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 comes at greater 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 Patna should choose Our Investment Advisors?
Patna investors have access to multiple investment agents, brokers, and consultants, but not all operate under SEBI’s Registered Investment Advisor Framework with fiduciary responsibility and a documented process. NS Wealth stands here, and its team of financial advisors in Patna uses a proprietary investment advisory framework, “Dream, Decide and Do,” that has already made 1000+ families successful on their journey towards financial independence.
Key reasons to consider NS Wealth as your investment advisor in Patna:
Goal-based approach to investment: Investing is not just about chasing market movements for returns, but it requires a more structured approach. Our team of Investment advisors in Patna works with clients to first articulate their financial goals and develop an investment strategy to achieve them with a better risk-adjusted return portfolio.
Transparency and structured process: NS Wealth’s process is entirely transparent. We ensure that every client is made aware of the risk associated with any investment recommendation and explains how it aligns with their financial goals. Every process is well documented.
Building long-term relationships: NS Wealth focuses on building long-term relationships with clients. Investment is not a one-time transaction. Our Investment advisor continuously monitors your investment and suggests changes as market conditions demand or when there is a change in the client’s financial condition.
Local expertise with national outlook: Our team of financial advisors not only brings a broader market outlook but also local market intelligence. It helps them to deliver specific investment advice that matches the economic scenario of Patna city.
Digital first service: Any client can access NS Wealth’s investment advisory service online from the comfort of their home. We offer every client a digital investment account to track their portfolio performance and their progress toward their financial goals.
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
