My journey with NSW past 10+ years has been extremely fulfilling. They have helped give me a good direction. I would like to specially call out Dilshad who is now my account manager. She has been supe... Ver más
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Consulta las opiniones de los clientes
Mr. Javed from NS wealth has been instrumental in getting my policy renewed well before time. He's my main point of contact. He's cheerful, always willing to go the extra mile and patiently answers al... Ver más
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I wanted to share that I had the privilege of working with Ns wealth Solutions pvt ltd for the past 8 years. It was a great learning experience that helped me grow both professionally and personally.... Ver más
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Team is really good and expert in their domain . I get helpful quarterly review. I would like to highlight following 2 points I am not comfortable with the fee structure . The fee structure... Ver más
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Información sobre la empresa
Escrito por la empresa
We offer customized financial planning services to professionals all over india. **NS Wealth Financial Planner** is a SEBI-registered investment advisory firm based in Pune and Sangli, Maharashtra. With over 17 years of experience in the financial advisory industry, we specialize in offering personalized financial planning and investment advisory services to individuals and families. Our core mission is to help people become **rich, happy, and successful** by managing their money wisely and planning their future with clarity and confidence. At NS Wealth, we follow a client-first approach. We work closely with families to understand their goals, dreams, and financial needs. Our services include goal-based financial planning, mutual fund advisory, retirement planning, tax planning, insurance advice, and estate planning. We also support professionals like doctors, business owners, and salaried individuals to make better financial decisions and grow their wealth over time. We have a strong team of over 20+ certified financial planners and have served more than 140 happy families so far. Our aim is to grow this number to **200 active families** and increase our annual recurring revenue to ₹2 crore this year. We are also actively training and mentoring advisors and distributors across Maharashtra to build a strong network of professionals dedicated to financial inclusion. Our long-term vision is to serve **5 crore families across the world** and become one of the **Top 10 financial advisory firms globally**. At NSWealth, we believe that good financial planning can transform lives — and we are committed to making that transformation happen every single day. -Kiran -9373090035
Información de contacto
OFFICE -VITA-SANGLI| PUNE| MUMBAI, MUMBAI, India
- 9145354545
- nitin.sawant@nswealth.in
- nswealth.in
4,4
Excelente
31 opiniones
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All time available for help
14 de julio de 2026
Opinión espontánea
If You dont have knowledge n time for Investment related things you prefer NS Wealth
Good for wealth creation
Fees should be flexible.
5 de julio de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback
Very responsive and reliable.
Very responsive and reliable.
Provide simple but effective solutions
1 de abril de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
THANK YOU FOR REVIEWS
Fee structure reform
Team is really good and expert in their domain . I get helpful quarterly review.
I would like to highlight following 2 points
I am not comfortable with the fee structure . The fee structure should be linked to the gain I get each year and NOT the amount that I am investing . As the fee is linked to investment amount , I limited my investment budget now.
It would also be good to provide guidance on real estate investment also how to diversify the portfolio. There is no proactive guidance on this aspect .
Rest all is appreciative
29 de mayo de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for your valuable feedback and kind words about our team and the quarterly review process. We truly appreciate your trust in NS Wealth.
Regarding the fee structure, we understand your perspective. As a SEBI Registered Investment Advisor (RIA), our fee model is governed by the regulations prescribed by the Securities and Exchange Board of India. Under the current regulatory framework, advisors are generally not permitted to charge fees linked directly to portfolio performance or annual gains. This is designed to avoid conflicts of interest and ensure that investment advice remains objective and focused on the client's long-term financial well-being rather than short-term market movements.
Our advisory fee is linked to the assets under advice because our role extends beyond investment selection. We provide comprehensive financial planning, portfolio construction, risk management, tax planning, cash flow planning, retirement planning, and ongoing behavioral guidance throughout the year. These services continue irrespective of whether markets are positive or negative in a particular year.
We appreciate your concern that the fee is linked to investment value. However, our objective is to align our interests with our clients by focusing on long-term wealth creation and achievement of financial goals rather than short-term portfolio performance.
Regarding real estate and portfolio diversification, your feedback is well taken. At NS Wealth, we believe financial planning should cover the entire balance sheet, including financial assets, real estate, business interests, and other investments. We agree that more proactive discussions around real estate allocation, diversification opportunities, and overall asset allocation can add value, and we will ensure these discussions become a more structured part of our future review meetings.
Thank you once again for sharing your thoughts. Feedback like yours helps us continuously improve our services and better support families in becoming rich, happy, and financially secure.
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for sharing experience
Preserving and Growing Wealth
The firm is built on integrity and trust, known for its strong reputation and high standards. It provides security and peace of mind by following ethical practices and strict regulations. With a disciplined investment approach, experienced professionals, and data-driven insights, it consistently delivers results while protecting and growing client wealth. The firm takes a long-term, client-focused strategy, offering personalized solutions, anticipating market changes, and using modern technology. Financially strong, transparent, adaptable, and refined, it serves as a trusted partner dedicated to client well-being, delivering reliable wealth management through disciplined strategies and exceptional service.
10 de junio de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for your thoughtful feedback and recognition of our approach.
At NS Wealth, our mission is to help families become rich, happy, and financially secure through disciplined financial planning and unbiased advice. We strongly believe that trust, integrity, and transparency are the foundation of every successful client relationship.
We are grateful that you value our long-term investment philosophy, personalized guidance, and commitment to protecting and growing your wealth. Your confidence in our team motivates us to continuously improve our services, processes, and technology so that we can deliver an even better experience.
We look forward to continuing our partnership and helping you achieve your financial goals with confidence and peace of mind.
Thank you once again for your trust and support.
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback
Really happy with the services provided…
Really happy with the services provided by NS Wealth. The team is highly professional, transparent, and always available for guidance. Their personalised approach to financial planning has given me great confidence in my investments.
1 de abril de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for your kind
Excellent work by NS Wealth team led by…
Excellent work by NS Wealth team led by Dilshad Ma'am .
21 de abril de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
thank you for giving feedback to team nsw
Please prefer physical review meeting…
Please prefer physical review meeting rather than online
23 de abril de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback once you start office at your city
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback
Clear, Structured, and Client-Focused Goal Planning
The session was highly professional and personalized. I especially appreciated the presence of both Tejashree and Dilshad, which made the discussion feel comprehensive. The team demonstrated a genuine willingness to listen to my specific concerns on goal planning rather than just offering a generic plan.
6 de febrero de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback for team nsw and our philiosophy
Satisfaction
The representatives of the company have good knowledge about the subject. They have good communication skills. They deliver excellent service to me. Thanks NS WEALTH and team
13 de julio de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for feedback for team nsw
My journey with NSW past 10+ years has…
My journey with NSW past 10+ years has been extremely fulfilling. They have helped give me a good direction. I would like to specially call out Dilshad who is now my account manager. She has been super professional and works with me in understanding my thought process and approach. She will ensure to guide me when needed and also find a balance in giving me autonomy to think as per my goals.
19 de enero de 2026
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Great and thank you sharing your 10 year story
Go to place for personal finance services
I have been in connect with NS Wealth for past 10 years..They have been one stop solution for organizing personal finances...right from insurance to goal setting to sip creation.
Javed has been very helpful in upgrading my mothers health insurance when ever there is better plan with more coverage .
I am cuurently satisfied with their services
1 de diciembre de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA
Very good service
I am using Insurance services from NS Wealth since 7-8 years. Javed helped me in getting health insurance claim and also to port the policy.He is too prompt in his work and also very polite one.
Thank you Javed
10 de diciembre de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA
Good support Nitin Sir And Team 👍
18 de diciembre de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA
Very good and prompt services
Very good and prompt services. connected with them since almost 10years
18 de diciembre de 2025
Opinión espontánea
Respuesta de NS Wealth Financial Planners -SEBI RIA
Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA
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