10,000
Satisfied
Clients
4.9
Ratings on
Google
Rs.100Crs
Asset Under
Management
Expert Mutual Fund Advisor from Jamshedpur : Data-driven Wealth Management
Jamshedpur, the “Steel City of India,” is a unique economic entity. Founded as India’s first planned Industrial city, it has now evolved from a single-industry town into a diverse financial hub. Jamshedpur is one of the few cities in India where the local economy is deeply integrated with a global conglomerate- The Tata Group. The city is one of the biggest beneficiaries of the “City Economic Regions” initiative and a major hub of the regional connectivity scheme. The city has always been a township of salaried people, and it has a high base of monthly savers. As the city is evolving, the monthly savings that were previously directed to traditional financial products are now being directed to mutual fund SIPs. There is growing awareness among Jamshedpurities about diversified equity schemes, tax savings ELSS schemes, etc. It is now among the top cities of Jamshedpur in terms of its share of assets under management of the state.
The evolving city & growing awareness of mutual funds have led to rising demand for qualified mutual fund advisors in Jamshedpur. Investors in the city are looking for advisors who can help them navigate their financial journey better using mutual funds.
NS Wealth is a new-age mutual fund advisor in Jamshedpur that is offering structured wealth management services. It has a solid team of financial planners, tax experts, investment analysts, and risk managers who collaborate with the firm’s mutual fund advisory team to deliver holistic financial guidance. Currently, the firm is managing close to Rs. 1000 crore in mutual fund investments across India, including Jamshedpur, and driving the mutual fund revolution in the city.
Looking to speak to an Expert?
We have experts who can assist you right now by phone or via an online Google Meet meeting.
NS Wealth Mutual Fund Advisory Process
As an SEBI-registered Investment Advisor with 17+ years of experience and currently managing Rs. 1000 crores of investment assets for its clients, our team of Mutual fund advisors has developed a proprietary process. The process has already been tested and proven effective for all our clients, with varying risk profiles and across different market cycles.The various steps of the process are:
Step 1: Goal Identification: Investing without goals is like driving without a destination. As the first step in the process, our Mutual fund advisors will meet with you to identify your liabilities and aspirations. Identification helps articulate priorities and define clear, measurable financial goals with defined value and timelines for achievement.
Step 2: Risk Profiling: Investing in Mutual funds is not just about generating higher returns; it is also about achieving better risk-adjusted returns. It requires understanding the client’s risk profile. During this step, NS Wealth advisors use a proprietary psychometric test to assess a client’s psychological ability to handle market volatility and a financial capability test to assess their risk-taking capacity.
Step 3: Asset Allocation: An important step before we sort funds and schemes that fit you. The advisor’s role at this step is to identify the right mix of assets for a client’s Mutual Fund portfolio based on their risk profile and financial goals. It is not just about the right asset mix; it is also about diversifying any portfolio to generate better risk-adjusted returns.
Step 4: Scheme selection: There are 11 subcategories in equity-based schemes and 17 in debt-based schemes, with numerous mutual fund companies offering schemes under each category. It makes the process difficult for a general investor, which is why this step is necessary. NS Wealth Mutual fund advisors conduct both quantitative and qualitative analyses of different schemes, evaluating fund managers’ performance and their past performance. An important step is to identify the right mix of schemes that align with the asset allocation strategy.
Step 5: Periodic review & rebalancing: Generating better outcomes from Mutual fund investing requires periodic monitoring and adjusting in response to market dynamics. When you hire an NS Wealth Mutual fund advisor, they do that using advanced analytics and their proprietary scheme screening mechanism to make sure that every client stays on track.
Who we serve
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 should Jamshedpur choose Our Mufutual Fund Advisor?
NS Wealth is already serving Jamshedpur investors through its Plan 360 platform, which connects investors directly with the advisory team and makes tracking investments easy. It is among the few mutual fund advisors in Jamshedpur that works under the SEBI-registered Investment Advisor license. The firm charges investors only a performance-based fee, so the advisor’s performance is directly linked to investors’ outcomes. The firm currently serves more than 1000 families across India, including Jamshedpur.Today, a lot of families in Jamshedpur work for us, and the primary reasons why they do it are :
NS Wealth Solutions Pvt Ltd provides Mutual Fund advisor services all over India : Agra | Jamshedpur | Bangalore | Bhopal | Bhubaneswar | Chandigarh | Chennai | Coimbatore | Dehradun | Bangalore | Guwahati | Bangalore | Indore | Jaipur | Jamshedpur | Kanpur | Kolkata | Lucknow | Ludhiana | Mumbai | Nagpur | Nashik | Patna | Pune | Rajkot | Ranchi | Surat | Udaipur | Vadodara | Varanasi
Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs
Frequently Asked Questions -FAQs
What is the difference between an SEBI-registered Investment Advisor and a Regular Mutual Fund advisor?
One can seek scheme-related advice from both of them, but a SEBI-registered Investment Advisor takes a broader outlook of your financial health so that it may be more attuned to your requirements. Additionally, SEBI-registered advisors are paid by you, while Mutual Fund companies pay Mutual Fund advisors to advise on their products, creating a potential misalignment of interest.
How do I verify whether a Mutual fund advisor is AMFI-registered in Jamshedpur?
Every Mutual Fund advisor in Jamshedpur registered with AMFI receives a unique code, the ARN, which they must renew every 5th year. When verifying whether a Mutual fund advisor is registered with AMFI, you should know this number and check it on the AMFI website. Even if you are not aware of the ARN number, you can search the AMFI website using your area’s PIN code.
Do mutual fund advisors charge a flat fee or a percentage of Assets Under Management (AUM)?
Mutual fund advisors who work under an AMFI license can’t charge any type of fee, as per SEBI guidelines. On the other hand, if the person is a SEBI-registered Investment advisor who advises on Mutual Funds, they can charge a flat fee or a fee based on a percentage of AUM.
Will the advisor be available to guide through market crashes?
NS Wealth’s Mutual fund advisory process includes a step of regular portfolio monitoring and review. They continuously monitor market movements and recommend portfolio adjustments during a market crash.
Do Mutual Fund advisors offer services to non-resident Indians (NRIs) residing in Jamshedpur?
Yes, mutual fund advisors offer services to non-resident Indians (NRIs) residing in Jamshedpur. NRIs generally fall under different tax structures, and if you are visiting the city, you can always discuss your requirements with the NS Wealth Mutual fund advisory team.