Affordable Financial Service Plans with
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NS WEALTH SOLUTION SUITE

Current Offer :50% Off On Starter Plan

SEBI-Registered | Fee-Only Model | 100% Unbiased Advice

SOLUTIONS Starter Plan Holistic Financial Planning (Plan A) Holistic Financial Planning (Plan B) Post-Retirement Planning (Retirement Distribution) Mutual Fund Portfolio Audit
1 Goal-Based Investment Planning Y Y Y N N
2 Retirement Planning Accumulation Phase Y Y Y Y N
3 Retirement Planning Distribution Phase N Y N Y N
4 Risk Planning Y Y Y Y N
5 Emergency / Contigency Planning Y Y Y Y N
6 Cash Flow Analysis Y Y Y Y N
7 Existing Investment Analysis Y Y Y Y N
8 Loan / Debt Advisory N Y Y Y N
9 Estate And Will Planning N Y Y Y N
10 Tax Planning Y Y Y Y N
11 Advance Tax  N Y N Y N
12 ITR Filing N Y Y Y N
13 1st time Data discovery meeting + Draft plan meeting + Final plan presentation meeting + Execution Meeting Y N N Y N
14 4 FP Achievement Review Meetings N Y N Y N
15 Annual Plan Update Meeting ( data collection + plan presentation) N Y N Y N
16 NSW Plan 360 Platform Access N Y Y Y N
17 Risk Profiling Y Y Y Y N
18 Personalized WhatsApp Group N Y Y Y N
19 Query Solving Support N Y Y Y N
20 Execution Support N Y Y Y N
21 2 Dedicated Financial Advisors N Y Y Y N
22 1 Portfolio Review Meeting N Y Y N N
23 Performance Report Of MF Y Y Y Y Y
24 Analytics Report Of MF N Y Y Y Y
25 Fee Structure Rs29,999+18% GST  NOT APPLICABLE NOT APPLICABLE Rs.35999+18% GST Rs.4499 +18% GST
26 Fee structure after 1st review meeting Renew Every Year (Upgrade after crossing threshold) 1% of AUM (Assets Including NPS and Mutual Fund)
18% GST applicable		 AUM < Rs.50 Lakhs-Rs.2500 PM
AUM < Rs.1 Crore-Rs.3500 PM AUM > Rs.1 Crore -Rs.5000 PM
18% GST applicable		 1% of AUM (Assets Including NPS and Mutual Fund)
18% GST applicable		 NOT APPLICABLE
27 About the Plan For Assets other than Real Estate < Rs/10 lakh AUM Based Plan Fixed Fee Plan One-time fee + AUM-based Plan One-time Fee