Review Time
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.
I have been using insurance services from a reputable provider for 7-8 years. A representative assisted me with my health insurance claim and policy transfer. Their promptness and politeness in handling my requests have been impressive. Thank you for the excellent support!
I have been utilizing insurance services from a financial provider for about 7-8 years. A representative assisted me with my health insurance claim and policy transfer. Their promptness and politeness in their work are commendable. Thank you for your help!
I have been connected with a financial service for the past 10 years. They have been a one-stop solution for organizing my personal finances, from insurance to goal setting and SIP creation. A representative has been very helpful in upgrading my mother's health insurance whenever a better plan with more coverage is available. I am currently satisfied with their services.
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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 -9373090035See more
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