Investment Advisor – Personal Investment Expert for Varanasi

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 Varanasi .

Varanasi is a city that blends tourism and spirituality, known for its unique population mix, where people from different economic backgrounds thrive together. Over the years, the city’s economy has changed as it has transformed into a significant educational and business hub. The change has led to a rise in household incomes, but it has also pushed up living costs. Relying on traditional investment instruments is no longer a reliable strategy, but investing in modern financial instruments requires expert guidance. It is where NS Wealth Varanasi is trying to make a difference in the lives of the city’s residents.

NS Wealth’s team of Investment Advisors in Varanasi aims to provide cutting-edge & research-backed solutions for investment needs—a SEBI-registered firm with 17+ years of expertise that offers a unique 360-degree approach to modern investing. The firm is known for its unique approach to goal-based investing with risk management at its core.

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, 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

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

To generate better returns, regularly monitor the portfolio in alignment with market and life changes.

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

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 Bangaloreans should choose Our Investment Advisors?

Local agents sell you products, but NS Wealth is here to build a long-term relationship with residents of Varanasi.A firm that operates under the SEBI RIA framework, which assures fiduciary responsibility on behalf of the advisor, sufficient protection of investor rights, and an instant grievance resolution mechanism.

The key reasons why Varanasi investors prefer NS Wealth as their Investment advisor are:

  1. Planning-based approach: Right investing is not about beating benchmarks. Investing to achieve financial independence and reach financial goals is the ideal approach. All this requires a very plan-based approach, and that is the approach to investing which NS Wealth follows. NS Wealth brings this approach to investing with its proprietary “Dream,Decide and Do” framework.
  2. One-stop solution: Smart investing not only requires an understanding of different asset classes but also of tax laws and risk management strategies. It also requires additional expertise in financial planning. NS Wealth brings everything in one platter. Their team of investment advisors in Varanasi works in collaboration with experts from different fields to develop a solution that makes the life of the investor much easier.
  3. Research-driven: NS Wealth works closely with market experts and investment solutions companies, such as AMCs, to find the best possible solution that meets the specific needs of investors. The guidance given to any client is based detailed market research and proven market hypothesis.
  4. Focus on building long-term relationships. NS Wealth advisors don’t work on transactional relationships. The firm philosophy is based on creating long-term relationships with any client. They continuously monitor investment portfolios, hold quarterly review meetings with clients, and continually work to optimize investment strategies.
  5. Tech-first approach: NS Wealth services are available both online and offline, so clients can access them from the comfort of their homes. Every client gets free access to NS Wealth’s Plan 360 platform, which makes tracking investments in real time much easier.

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 Bangalore 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 do a portfolio review every quarter, but you can always access your live portfolio through NS Wealth’s Online Investment account.

Free Financial Planning Guide
for 2026

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2026