NS Wealth Financial Planners -SEBI RIA レビュー 21

Rating: 5
Author: Good support

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4.3

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プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら

レビュアーのコメントを見てみましょう

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... もっと見る

企業が回答しました

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.

企業が回答しました

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... もっと見る

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

企業情報

当該企業による記述

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