10,000
Satisfied
Clients
4.9
Ratings on
Google
Rs.100Crs
Asset Under
Management
Expert Mutual Fund Advisor from Nagpur : Data-driven Wealth Management
Nagpur, popularly known as the Organic City of India. In the early days, the city’s economy relied heavily on agriculture, but now there has been a massive influx of infrastructure and industrial investment. The time taken to travel between Nagpur and Mumbai has heavily reduced over the year. All these changes have led to a significant shift in the city’s economic structure and an influx of workers from other cities. The city’s middle class has grown sustainably, and it is no longer just a farming community but also includes people working in government, private companies, startups, and new-age industrial manufacturers.
The modern city of Nagpur is no longer the land of “savers”. Even the returns on traditional financial products like FDs and RDs, as well as on endowment schemes, have fallen drastically. This gradual shift in behavior and the changing dynamics of financial markets have led residents of Nagpur to invest in mutual funds. People are finding mutual fund schemes a useful option for saving taxes, planning their retirement, investing for financial goals, and even for wealth preservation. The SIP numbers in the city have grown, ranking it 12th nationally in mutual fund collections.
The shift in the risk-taking profile of the average Nagpuri and the rising affinity for mutual funds as a preferred financial instrument have led to increased demand for expert mutual fund advice. Traditional financial advisors are not part of the game. Every resident of Nagpur is looking for an expert mutual fund advisor who offers holistic advice. As the economic scenario has completely changed and it is becoming tough for people manage personal finance, a scientific approach to mutual fund investing is the need of the hour.
NS Wealth is a new-age Mutual fund advisor in Nagpur that offers fee-based advisory services. One of the few SEBI-registered Investment Advisors in the city with a strong legacy of 17+ years, currently managing Rs. 1000 crores of mutual fund investments. A firm that blends financial planning and mutual fund investing and offers specific solutions to investors from various economic backgrounds and risk profiles.
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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 Nagpur choose Our Mufutual Fund Advisor?
NS Wealth, over the years, has developed a unique financial planning ” Dream, Decide and Do” framework and proprietary mutual fund investment process. Currently, the firm manages mutual fund investments for 1000+ families across India, including in Nagpur. A firm with a high success rate in helping clients navigate their financial journey across different market cycles and life stages.Most residents of Nagpur prefer us because:
NS Wealth Solutions Pvt Ltd provides Mutual Fund advisor services all over India : Agra | Nagpur | 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 Nagpur?
Every Mutual Fund advisor in Nagpur 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 Nagpur?
Yes, mutual fund advisors offer services to non-resident Indians (NRIs) residing in Nagpur. 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.