NS Wealth
Fee-Based Mutual Fund Advisory
Aligning your mutual fund portfolio with your financial goals is essential; otherwise, it is like a race without a target. A fee-based Mutual fund advisory service guides investors through this journey. The service focuses solely on direct mutual fund schemes, resulting in significant cost savings for investors. The service can be offered only by a SEBI-registered investment advisor, and the investor either pays a flat fee or a percentage of their total investment value. It ensures completely conflict-free scheme selection and continuous re-evaluation of the portfolio, and the advisor takes complete fiduciary responsibility towards its clients.
NS Wealth’s Mutual fund advisory is a coordinated effort of a team of product experts, Market Analysts, tax consultants, and financial planners. Every client gets a dedicated advisor who combines the acumen of various experts to build investment strategies suited to executing any financial plan.
NS Wealth’s Process
A four-step process, starting with discovery, followed by audit, implementation, and regular review.
Discovery
Understanding the client’s risk & Tax profile, as well as key financial milestones, is an important part of the process.
Portfolio audit
Analyze the existing mutual fund portfolio to understand the category & sectoral overlaps, underperformance, and costly schemes.
Portfolio tailoring
Rethinking the portfolio strategy based on data gathered during the discovery and the portfolio audit process and identifying a tailored portfolio using direct schemes that is apt for you.
Ongoing monitoring
The advisory team proactively reviews the client’s portfolio on a quarterly or biannual basis, depending on the plan they have opted for, and suggests changes based on market movements and changes in the clients’ financial profiles to optimize returns.
What Will You Get From NS Wealth?
NS Wealth is known for its proprietary “Dream, Decide, and Do” framework. The framework offers a structured approach to personal finance. As a fee-based mutual fund advisory service, here are the five things one can expect if they hire NS Wealth.
What do you pay?
NS Wealth only offers regular mutual fund schemes, so investors can save money by investing in those with lower expense ratios. We offer two types of plans under the mutual fund advisory service.
Our Presence: Mumbai | Delhi | Bengaluru | Pune | Kolkata | Ahmedabad | Chennai | Hyderabad | Vadodara | Jaipur | Surat | Lucknow | Nagpur | Kanpur | Nashik | Indore | Coimbatore | Patna | Chandigarh |Bhopal | Ludhiana | Rajkot |Udaipur | Bhubaneswar | Guwahati | Ranchi | Jamshedpur | Dehradun | Varanasi | Agra. Read the Complete MF Investing Guide here.
Successful Member Story
Dr. Prashant Patil – Turning Income Into Impact
Dr. Prashant Patil, a seasoned gynecologist, faced common financial pitfalls—emotional investments, poor liquidity, and lack of clarity. Despite high income, he struggled with tax planning, real estate overexposure, and missed opportunities. After partnering with NS Wealth, he adopted a goal-based strategy, optimized his insurance, and secured his son’s education—all with peace of mind. Today, his finances are structured, disciplined, and aligned with life goals. His story highlights why professionals need strategic financial planning early.
Other Success Stories
Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs
Financial Planning Resources
Top Reasons Why You Must Plan Your Finances
Why financial planning is not just for the wealthy, and how a structured financial [...]
Best Tax Planning Strategies for High Salary Professionals in India
If you are earning a high salary in India today, chances are you have [...]
How to File ITR Online on the New Income Tax Portal — Beginner’s Guide (AY 2026-27)
Filing your Income Tax Return (ITR) online may appear intimidating the first time. Many [...]
