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Financial PLanning

Model Portfolios
Report with a pie chart and calculator illustrating a comprehensive financial plan
Comprehensive Financial Plan
Financial Planning by NS Wealth Solution
Our most extensive plan which gives a thorough examinatio of your financial status, offering holistic recommendations to address all financial aspects
View Plan
₹ 44,999/y
Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 44,999/y
    Incl. GST
    Comprehensive financial planning for Indian residents by investment advisors Artha FinPlan, featuring a light pink logo with a yellow thunder symbol.
    Comprehensive Financial Planning - Indian Resident
    Financial Planning by ARTHA FinPlan
    Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you. It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.
    View Plan
    ₹ 18,000/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 18,000/y
    Incl. GST
    Early planning for retirement featuring a chart displayed on a flip chart stand, with financial planning by NS Wealth.
    Early planning for retirement
    Financial Planning by NS Wealth Solution
    For individuals interested in initiating retirement planning early with plenty of time on their side. The emphasis of this approach will be on accumulating savings and NOT distribution
    View Plan
    ₹ 19,999/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • View Plan
    ₹ 19,999/y
    Incl. GST
    A simple line drawing of an old man near a chair, representing retirement planning by NS Wealth.
    Retirement Planning
    Financial Planning by NS Wealth Solution
    For those who have already retired or are within five years of retirement.
    View Plan
    ₹ 39,999/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 39,999/y
    Incl. GST
    A drawing of a hand holding a chair from below, symbolizing starter financial planning by NS Wealth Solutions.
    Starter Financial Plan
    Financial Planning by NS Wealth Solution
    For those with modest goals at this stage of their lives, the starter plan is perfect. It caters to individuals looking to delve into the planning process, including retirement planning, but prefer to begin with a specific set of goals.
    View Plan
    ₹ 29,999/y
    Incl. GST

  • Recommendation on existing insurances
  • Data Collection & Goal Setting
  • Planning for Goals
  • Emergency Planning
  • Retirement Planning
  • Planning & Asset Allocation for Goals
  • View Plan
    ₹ 29,999/y
    Incl. GST
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