Financial Advisory Company & Financial Planning Firm In India

1000

Rich and Happy Families

4.9

Ratings on
Google

Rs.1000Crs

Asset Under
Advice

What would you like to talk about today?

Here’s a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they’re here for you when you’re ready.

#1

Comprehensive Financial Plan

Get your first financial plan at just Rs 14999 Only

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#2

Retirement Plan

Get your first retirement plan at just Rs 14999 Only

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Other Services

Industry recognition for what we do.

WINNER

WEALTH FORUM’S EMERGING ADVISOR AWARDS 2014

Dream , Decide & Do

The Firm’s Proprietory Approach

Founded by Nitin Sawant and a cadre of seasoned professionals, NS Wealth was born from a vision to establish an all-encompassing financial management system. We recognized the need for services that could be customized to grant individuals freedom from financial burdens, thereby offering a life free from monetary stress.
By embracing our proprietary ‘Dream > Decide > Do’ approach, we empower you to implement and execute your personalized plan with our guidance.
Our commitment to you is unwavering: we provide measurable, executable strategies that propel you toward your goals. Our strength lies in delivering comprehensive financial plans, consolidated investment reports, and end-to-end solutions that bring unparalleled convenience to your financial journey.

Book Intro Call

Our Planning Process

step 1

Introductory Call

We begin with a complimentary introductory call, during which we understand your financial background, goals, current challenges, and expectations. This is your opportunity to ask questions and learn more about us. Our team listens carefully to grasp your unique needs and objectives. Based on this conversation, we assess whether our services align with your requirements and explain how NS Wealth can support you in your financial journey. No obligations, just a transparent discussion.

STEP 2

Create Plan with Advisor

Once we understand your needs, we work closely with you to design a customized financial plan tailored to your specific requirements. Our advisors take a 360-degree view of your income, expenses, assets, liabilities, and goals. Together, we craft a step-by-step strategy that aligns with your life stage and aspirations. We ensure your plan is practical, achievable, and adaptable to life changes.

STEP 3

Find the right financial solution

it’s investments, insurance, retirement planning, tax-saving, or estate planning options, we help you choose what fits best. Our advice is entirely unbiased and always in your best interest. We prioritize cost-effective, performance-driven, and goal-oriented options.

STEP 4

Plan Execution Support

We don’t just stop at giving advice — we walk the journey with you. Our team provides comprehensive support in executing your financial plan, whether it involves opening accounts, selecting funds, or completing necessary documentation. We ensure that every recommendation is implemented smoothly and efficiently, keeping you informed and in control throughout the process.

STEP 5

Periodic Reviews

Your financial plan is regularly reviewed and updated to reflect market changes or life events. We schedule periodic reviews to ensure that your strategy remains aligned with your goals, responds to market changes, and adapts to any shifts in your personal or financial life. It’s a continuous process of improvement and support.