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 Rajkot.
NS Wealth works as an SEBI-registered, fee-only Investment Advisor in the city of Rajkot. The model of operation of NS Wealth sharply reduces conflict of interest and keeps recommendations anchored to your goals, risk capacity, and tax situation.
Rajkot is a fast-growing commercial hub of traders, manufacturers, and professionals who often earn well but still juggle with fluctuating cash flows, loans, and rising lifestyle costs. Many families spread money across fixed deposits, gold, real estate, multiple mutual funds, and insurance, but there is a lack of proper asset allocation and alignment of investments with goals. That is where the need for a professional investment advisor is the need of the hour for the residents of Rajkot. NS Wealth is trying to play a significant role in the case. A firm with 17+ years of legacy and a proven investment framework successfully tested with 1000+ families.
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 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 selection; it requires a comprehensive understanding of life stage, financial goals, and risk appetite, and then coming up with 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 backed by detailed cash flow and risk analysis.
- 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 increases 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 Bangaloreans should choose Our Investment Advisors?
Many traditional investment advisors operate in Rajkot, but what sets NS Wealth apart is its fee-based approach. A firm that works under the SEBI-Registered Investment Advisor framework, ensuring better protection of investor rights and a well-documented process.
The key reasons why investors of Rajkotprefer NS Wealth as their investment advisor are:
- Proven framework: NS Wealth has, over the years, built a proprietary “Dream, Decide and Do” framework that has already led to the success of 1000+ families. Working with NS Wealth’s Investment Advisors in Rajkot ensures a clear path to success and a more straightforward navigation toward financial independence.
- Customised Investment recommendation: Unscattered, unplanned investments can be dangerous. Trying to time the market is not the right approach to investing. NS Wealth Investment Advisors provides investment recommendations aligned with the client’s financial health, risk tolerance, and financial goals. It makes investing easy and stress-free for the client.
- Substantial compliance and transparency: Being a SEBI-registered Investment Advisor, NS Wealth has to follow a process with proper documents and a grievance addressing mechanism. It makes it easy for the client to understand every step and to be protected from any unknown event.
- Local expertise: NS Wealth’s team of Investment advisors is not only trained in broader financial markets but also has a thorough understanding of the regional investment market. It ensures that the solutions provided by its advisors are well aligned with the specific requirements of the residents of Rajkot.
- Digital service: Every client gets access to the the NS Wealth digital investment account called Plan 360. It always easy and real time tracking of portfolio performance and financial plans.
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
