Investment Advisor – Personal Investment Expert for Punekars

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 Pune.

Pune, initially called the retirement city, is now a thriving metropolis, becoming a modern education and cultural hub with a growing industrial base. NS Wealth emerges as a trusted investment advisor in Pune, offering tailored financial guidance that empowers individuals and families to build and safeguard their wealth over time. We combine personalized advice with professional expertise to create investment plans that resonate with Pune’s evolving lifestyle and financial aspirations.

NS Wealth is best suited to serve different communities and support them with the right investment advice. We serve communities ranging from IT professionals and educators to entrepreneurs and industrialists. Our investment advisory team’s deep-rooted expertise across all asset classes and market cycles makes us the ideal partner for every Punekar with diverse financial goals and risk tolerance.

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?

Whether you’re a young professional just starting your savings journey, a family securing your financial future, or a business owner managing wealth growth in Pune, NS Wealth’s advisors bring clarity and confidence to your investment decisions. They help you:

  1. Build disciplined investment habits that can help them optimize their investment outcomes.
  2. Optimize their investments in line with market dynamics, risk profile, and financial goals.
  3. Help them make informed decisions about different market-linked products so that they don’t choose the wrong one.
  4. Build and work on a tax-efficient investment plan.
  5. Track investment performance in real time, generate returns that beat inflation, and achieve financial goals on time.
  6. Adjust investment plans as significant life events or economic changes occur.
  7. Preserve and grow the capital through prudent market exposure and achieve better risk-adjusted returns.

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 Punekars should choose Our Investment Advisors?

NS Wealth is a SEBI-registered Investment Advisor, with the client’s interest as paramount. We are the right partner for every Punekar because :

  1. No Hidden cost: The fee structure is transparent and depends on the client’s success rate.
  2. Experience: We are a firm with over 16 years of experience in wealth creation. We have served close to 1,000 investor families in Pune and are currently advising on assets worth over Rs 1,000 crores.
  3. Holistic advice: NS Wealth provides comprehensive investment advice across multiple asset classes and financial product categories, with a focus on tax-efficient, risk-adjusted returns.
  4. Client-centric approach: Our investment advice aligns with your goals, risk profile, and risk tolerance. We believe that no size fits all, so our advisors tweak things accordingly.
  5. Asset allocation model: We use our proprietary model, which analyzes past market performance to help our advisors generate better risk-adjusted returns for Pune residents.
  6. Online Investment Account: We offer an online investment account that allows clients to access their portfolio in real time and receive real-time assistance from their advisors. The account aims to make each investment journey seamless and stress-free.
  7. Physical and Online Presence in Pune: We are available online and offline for every Punekar. We understand the city’s financial environment and life patterns and deliver advice that fits Punekars.

Your Content Goes Here

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 Pune 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.

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