10,000
Satisfied
Clients
4.9
Ratings on
Google
Rs.100Crs
Asset Under
Management
Expert Mutual Fund Advisor from Thane : Data-driven Wealth Management
Thane has become a primary financial, corporate, and luxury residential hub in the Mumbai Metropolitan Region. Modern Thane has, on one side, Ghodbunder Road and Wagle Estate & the Pokran Road, which offer opportunities for Commercial real estate investments, and, on the other hand, Majiwada, Kolshet, & the Kasardvadali areas with large residential land banks. But these investment opportunities are no longer suitable for funding financial goals because real estate’s illiquid.
The new-age Thane resident, whether working as an executive in a corporate office or running their own business, needs a modern, dynamic approach to wealth management. In this shift, we are seeing a rise in mutual fund investors in the city. Rising SIP numbers clearly reflect this shift. Approaching financial planning with mutual funds also requires a structured approach, and that is where the role of Mutual fund advisors becomes very important.
NS Wealth, a SEBI-Registered Investment Advisor, is offering fee-based mutual fund advisory services in Thane—a firm with a legacy of 17+ years of serving 1,000 families on their financial journeys. Hiring an NS Wealth Mutual advisor in Thane offers distinct advantages. We offer a comprehensive planning approach for mutual fund investments, aligning financial goals with investment strategies.
Our Maharashtra Presence: Mumbai, Navi Mumbai, Kolhapur, Pimpri Chinchwad, Chhatrapati Sambhajinagar, Sangli, & Pune.
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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 Thane choose Our Mutual Fund Advisor?
The question is: why does it matter to start your mutual fund investing journey with NS Wealth? To meet modern financial needs, one can’t rely on the old-age mutual fund distribution. The older approach missed many elements of the puzzle, as well as the dynamic nature of new-age mutual fund schemes. Five reasons why Thane should choose us are:
Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs
NS Wealth Solutions Pvt Ltd provides Mutual Fund advisor services all over India: Agra | Ahmedabad | Balasore | Bangalore | Bhopal | Bhubaneswar | Chandigarh | Chhatrapati Sambhajinagar| Chennai | Coimbatore | Dehradun | Delhi | Faridabad | Ghaziabad | Greater Noida | Gurugram | Guwahati | Hyderabad | Indore | Jaipur | Jamshedpur | Kanpur | Kolkata | Kolhapur | Lucknow | Ludhiana | Mumbai | Nagpur | Nashik | Navi Mumbai | Noida | Patna |Pimpri Chinchwad | Pune | Rajkot | Ranchi | Sangli | Surat | Thane | Udaipur | Vadodara | Varanasi
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 on 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, potentially creating a misalignment of interests.
How do I verify whether a Mutual fund advisor is AMFI-registered in Thane?
Every Mutual Fund advisor in Thane 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?
Yes. NS Wealth continuously monitors portfolios and provides timely guidance and rebalancing recommendations during market volatility or crashes.
Do Mutual Fund advisors offer services to NRIs residing in Thane?
Yes. Mutual Fund advisors assist NRIs by offering investment strategies tailored to different tax structures and regulatory requirements.