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 Thane.
As people working in Mumbai found affordable housing in Thane, the city evolved from a traditional industrial township into a modern metropolis with opportunities in IT, healthcare, and other allied sectors. The traditional concept of managing money dramatically shifted. The old, traditional low-yield investment and endowment plans, which previously accounted for the largest share of investments among Thane families, became irrelevant. Managing family wealth, high corporate earnings, or business surplus for an average Thane family requires disciplined, objective financial planning. Here, investment planning and management are an important component of the overall process.
At NS Wealth Solutions Pvt Ltd., we offer institutional-grade investment advisory solutions, including a structured financial plan for families in Thane. We operate under the regulatory framework of a Registered Investment Advisor, which imposes legal obligations on our investment advisors as fiduciaries of your money. The firm offers a fully fee-based MF investment advisory service with the sole objective of aligning your wealth with your financial goals.
Other Places in Maharashtra where NS Wealth is present: Mumbai, Navi Mumbai, Pune, Kolhapur, Chatrapati Sambhaji Nagar & Pimpri Chinchwad
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?
NS Wealth’s team of investment advisors truly understands Thane’s financial landscape. Our advice is rooted in a systematic and client-focused approach. Whether you are a salaried individual, an independent professional, an entrepreneur, or a retiree, NS Wealth’s advisory approach is designed to suit everybody’s needs. Our investment advisors can support every resident of Thane.
- Build disciplined investment plans to meet specific needs.
- Help them stay consistently ahead of the curve and generate better risk-adjusted returns.
- Help them make informed decisions about different market-linked products so that they don’t choose the wrong one.
- Track investment performance in real time, generate returns that beat inflation, and achieve financial goals on time.
- Adjust investment plans as significant life events or economic changes occur.
- Preserve capital and achieve steady wealth growth.
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 Thane should choose Our Investment Advisors?
As a firm with 17+ years of experience in the investment advisory space, we have developed a solid framework that our advisors use to integrate investment management with goal planning. We call it the “Dream, Decide and Do” Framework—a proven track record of helping 1,000+ families on their journey to achieve financial freedom.
The question here is why residents of Thane should consider us their ideal partner for managing their investment assets.
- Fee-based model: NS Wealth operates under a fee-based investment advisory model. There are no commission-based motivations for your advisors. We don’t recommend products just because a mutual fund or insurance company offers us better commissions. We always deal with direct mutual fund schemes that are commission-free. Anyone can start with us for a base annual fee of just Rs. 9,999 to begin their investment journey.
- Free financial plan: Our investment advisory service is primarily focused on helping clients achieve their financial goals. The idea is to align monthly surplus and lump-sum capital directly to defined life targets. If you hire NS Wealth investment advisors, the first step is to work out a financial plan for you, which comes at zero cost across all NS Wealth investment advisory plans.
- Comprehensive portfolio audits: Our team continuously monitors your investment portfolio so you don’t have to worry about market movements. We conduct regular portfolio audits and suggest changes based on market movements and goals.
- Tax Planning & ITR Support: Don’t forget that taxation is an important component of investment management. If you mismanage your investment withdrawals without accounting for taxes, it will definitely eat into your post-tax returns. Our investment advisors also work with a team of chartered accountants to help clients optimize their investment returns.
NS Wealth Solutions Pvt Ltd provides investment advisory services all over India : Agra | Ahmedabad | Balasore | Bangalore | Bhopal | Bhubaneswar | Chandigarh | Chatrapati Sambhajinagar | Chennai | Coimbatore | Dehradun | Delhi | Faridabad | Ghaziabad | Greate Noida | Gurugram | Guwahati | Hyderabad | Indore | Jaipur | Jamshedpur | Kanpur | Kolhapur | Kolkata | Lucknow | Ludhiana | Mumbai | Nagpur | Nashik | Navi Mumbai | Noida | Patna | Pimpri Chinchwad | Pune | Rajkot | Ranchi | Sangli | Surat | Thane | Udaipur | Vadodara | Varanasi
