top of page

SBI Mutual Fund and Wealth Forum's Emerging Advisor Award Winner (2014)

Dec 2, 2024

2 min read

1

12

Mr. Nitin sawant founder of NS wealth receiving award for being the pioneer in Fee-Based Financial Planning in Rural India
Mr. Nitin sawant founder of NS wealth receiving award

NS Wealth's Journey: Pioneering Fee-Based Financial Planning in Rural India

We are proud to share that our founder, Mr. Nitin Sawant, was recognized with the prestigious Emerging Advisor Award by SBI Mutual Fund and Wealth Forum in 2013. This award celebrates innovative talent in the Independent Financial Advisor (IFA) space, specifically highlighting professionals who have made significant impacts within their first five years of practice.


Breaking New Ground in Rural Financial Advisory

Mr. Sawant's journey is a testament to innovation and determination in the financial advisory sector. Starting from Lengara village in Maharashtra's Sangli district, he revolutionized the approach to financial planning in rural India by:

  • Establishing a 100% fee-based financial planning model

  • Implementing technology-driven client communication through a fully Wi-Fi enabled office

  • Creating a network of 20 IFAs across southern Maharashtra

  • Mentoring other advisors in implementing fee-based planning in rural markets


Recognition of Excellence

The award specifically acknowledged Mr. Sawant's unique achievement in:

  • Successfully implementing a fee-based model in a rural market

  • Demonstrating that professional financial planning services can thrive beyond urban centers

  • Creating a scalable model for other advisors to follow


Impact and Innovation

This recognition highlights NS Wealth's commitment to:

  • Democratizing access to professional financial planning

  • Leveraging technology to serve clients effectively

  • Building trust through transparent fee structures

  • Mentoring the next generation of financial advisors


Media Coverage

Featured in Wealth Forum, the story showcases how NS Wealth has transformed financial advisory services in rural India, making professional financial planning accessible to all, regardless of location.


"The young man who is re-writing the way financial advice is delivered in rural India" -Wealth Forum

This recognition reinforces our commitment to providing unbiased, professional financial planning services to all segments of society, while maintaining the highest standards of transparency and client service. To read full article click here



Related Posts

NS Wealth Private Limited - Investment Advisory Unit (Separately Identifiable Unit)
SEBI RIA Registration No:
INA000009551. BASL Registration No: 1130. Type of Registration: Non-Individual. Validity of registration:  Perpetual.

Address: Office No.1, 1st Floor, Nabilal Complex,Shivaji Chowk, Near Ganpati Mandir, Vita. Sangli, Maharashtra- 415311. Corresponding SEBI local office address: Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051.

Principal Officer details: Mr. Nitin Sawant, Email id: nitin.sawant@nswealth.in,

Contact No. +91 91453 54545

 

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The securities quoted are for illustration only and are not recommendatory.

All rights reserved by NS Wealth. Powered by Daee Media

bottom of page