NS Wealth Financial Planners -SEBI RIA Avaliações 24

O TrustScore é 4.5 de um total de 5

4,4

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Veja o que dizem as avaliações

Avaliado com 4 de um total de 5 estrelas

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 ver... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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 gr... Ver mais

Avaliado com 5 de um total de 5 estrelas

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 mais

Avaliado com 4 de um total de 5 estrelas

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.

A empresa respondeu

Detalhes da empresa

  1. Planejamento Financeiro
  2. Consultor Financeiro
  3. Instituição Financeira

Escrito pela 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


Informações de contato

4,4

Excelente

O TrustScore é 4.5 de um total de 5

24 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Avaliado com 5 de um total de 5 estrelas

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 junho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

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
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

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 fevereiro de 2026
Avaliação não solicitada
Avaliado com 4 de um total de 5 estrelas

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 julho de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

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 janeiro de 2026
Avaliação não solicitada
Avaliado com 4 de um total de 5 estrelas

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 dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 5 de um total de 5 estrelas

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 dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 5 de um total de 5 estrelas

Very good and prompt services

Very good and prompt services. connected with them since almost 10years

18 de dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 5 de um total de 5 estrelas

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 dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 5 de um total de 5 estrelas

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 dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 5 de um total de 5 estrelas

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 dezembro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 4 de um total de 5 estrelas

Customer centric organization

Customer centric organization

11 de outubro de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 4 de um total de 5 estrelas

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 julho de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da NS Wealth Financial Planners -SEBI RIA

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

Avaliado com 4 de um total de 5 estrelas

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 julho de 2025
Avaliação não solicitada
logotipo da NS Wealth Financial Planners -SEBI RIA

Resposta da 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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