NS Wealth Financial Planners -SEBI RIA Opiniones 

31
TrustScore: 4.5 sobre 5

4,4

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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

La empresa ha respondido

Valorada con 3 estrellas sobre 5

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

  1. Planificador financiero
  2. Asesor financiero
  3. Institución financiera

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

4,4

Excelente

TrustScore: 4.5 sobre 5

31 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,4

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(31)

25 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Good experience with support

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 all your questions. Thank you so much Javed!

12 de diciembre de 2025
Opinión espontánea
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Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 5 estrellas sobre 5

I am using NS WEALTH SERVICES from last…

I am using NS WEALTH SERVICES from last 5 years. They have a excellent team and indepth knowledge about wealth management. Happy to be associated with SEBI registered wealth management company.

10 de diciembre de 2025
Opinión espontánea
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Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 5 estrellas sobre 5

The service of NS Wealth is extremely…

The service of NS Wealth is extremely superb. They have a good team of experienced professionals

1 de diciembre de 2025
Opinión espontánea
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Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 4 estrellas sobre 5

Customer centric organization

Customer centric organization

11 de octubre de 2025
Opinión espontánea
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Respuesta de NS Wealth Financial Planners -SEBI RIA

Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 4 estrellas sobre 5

Honest review

I’ve been with NsWealth around an year now and appreciate their clear communication, organized process, and punctuality. They’re responsive and maintain a professional behaviour.

That said, I was expecting a bit more proactive involvement, especially in terms of adjusting SIP transactions based on market fluctuations. A bit more strategic tax planning advice would have also added great value.

9 de julio de 2025
Opinión espontánea
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Respuesta de NS Wealth Financial Planners -SEBI RIA

Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 4 estrellas sobre 5

The experience was nice

The experience was nice. Given todays time we need financial planning and these folks really helped me attain that. Their plan is elaborative and are prompt with any requests.

8 de julio de 2025
Opinión espontánea
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Respuesta de NS Wealth Financial Planners -SEBI RIA

Thank you for opting holistic financial planning services with NS Wealth Financial Planners - SEBI RIA

Valorada con 5 estrellas sobre 5

I am not varied about my investment.I…

I am not varied about my investment.I am always in relax mood.I am confident for the efforts you are taking for growth and saefty of my funds.That is your success. Looking for bright future... for you and me.

4 de julio de 2025
Opinión espontánea
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Valorada con 5 estrellas sobre 5

I wanted to share that I had the…

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."

23 de junio de 2025
Opinión espontánea
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Respuesta de NS Wealth Financial Planners -SEBI RIA

Thank you for reply

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