Portfolio Management Services (PMS) in Bavdhan, Pune

To serve 5 crore families to become rich ,happy and successful in life by doing Financial Planning by 2047. We believe that financial planning stands for people, their dreams and their goals. Established in early 2008, NS Wealth Financial Planners is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at NS Wealth has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.We have experience handling people with different personal status like single, married, divorced, widowed. We have dealt with people with diverse goals, personal situations, specific problems/ constraints, varying financial positions and level of evolution in financial matters. We would be able to best service salaried people & professionals.

We are an upcoming Financial Planners based out of Pune. Our objective is to help employees of an organisation to manage their Finance efficiently and achieve their Goals with the help of Financial Planning. Since 2015, Invest First Advisors had only one motto to support common people to have high class and right advisory at no fees. We advise our investors to achieve their Goals by investing in various Investment options available in the Financial Markets. In addition to this, Goal-Based Financial Planning and Training are our key strengths. In this journey since 2015, we have been able to gain the confidence of more than 300 satisfied investors and we are thankful to them for giving us this opportunity to serve them. We are on a Mission of Educating people on Financial Literacy and Our aim is to reach out to more and more people to create Financial Awareness.

Welcome to Rajendra Joshi Insurance Services, your trusted partner for comprehensive insurance solutions in the dynamic city of Pune. With seven years of experience in the insurance industry, we have established ourselves as a reliable and dedicated insurance advisor known for our commitment to personalized service, expert guidance, and customer satisfaction. Our Mission: At Rajendra Joshi Insurance Services, our mission is to protect what matters most to you by providing tailored insurance solutions that meet your unique needs, preferences, and budget. We are dedicated to helping individuals, families, and businesses navigate the complexities of insurance coverage and make informed decisions to safeguard their financial future. Expertise and Experience: With years of experience in the insurance field, Rajendra Joshi brings a wealth of expertise, knowledge, and insight to every client interaction. As a licensed insurance advisor, Rajendra is committed to staying abreast of industry trends, regulations, and product offerings to provide you with the most relevant and up-to-date insurance solutions. Comprehensive Insurance Solutions: At Rajendra Joshi Insurance Services, we offer a comprehensive range of insurance products and services to meet your diverse needs and requirements. Whether you're looking for life insurance to protect your loved ones, health insurance to cover medical expenses, property insurance for your home or business, or investment-linked insurance plans for wealth accumulation, we have you covered. Personalized Service: We understand that insurance needs vary from person to person and business to business. That's why we take a personalized approach to insurance, taking the time to understand your specific goals, concerns, and risk tolerance before recommending suitable insurance solutions tailored to your unique circumstances. Trusted Advisor: As your trusted insurance advisor, Rajendra Joshi is committed to acting in your best interests at all times. We believe in transparency, integrity, and accountability in our client relationships, and we strive to earn your trust through open communication, honest advice, and ethical business practices. Customer Satisfaction: Customer satisfaction is our top priority. We are committed to providing exceptional service, prompt assistance, and ongoing support to our clients throughout the insurance process. From policy selection and enrollment to claims assistance and policy reviews, we are here to guide you every step of the way and ensure your peace of mind. Experience Peace of Mind with Rajendra Joshi Insurance Services: Experience the difference that expert guidance, personalized service, and comprehensive coverage can make in your insurance experience. Trust Rajendra Joshi Insurance Services to be your partner in protection, providing you and your loved ones with the security and peace of mind you deserve.

Educate One of the first duties an investment adviser performs is discussing clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives. Determine Risk Tolerance Investment advisers help clients assess how aggressive they can be with their investments and the amount of risk they can bear. The adviser must consider the client's long- and short-term goals, family status, age, employment and expenses to give the most accurate advice. Analyze Investment Options Once investment advisers establish the client's goals and needs, they must research and analyze investments, strategies and market conditions to determine which option is most appropriate. Advisers must also keep up with market trends and financial news to ensure their guidance is accurate and relevant. Provide Investment Recommendations After conducting the required research, investment advisers put forward an investment strategy that can best help the client meet their goals. This plan usually involves combining more than one type of investment, such as integrating stocks with IRAs and bonds to help diversify the portfolio and mitigate risk. When the client experiences a life change, such as marriage, the birth of a child, a new job or retirement, investment advisers reassess the investment approach and recommend changes as necessary. Outside of major events, advisers monitor client's portfolios and propose required modifications. Record Keeping Because investment advisers work with sensitive financial information, they have a responsibility to keep detailed records of the services they provide. These include signed contracts, disclosure statements, advisory reports and other client documents, as well as clear documentation of invoices, payments received and the exact services rendered. The need for rigorous record keeping is magnified by the possibility of government agencies such as the Securities and Exchange Commission or Internal Revenue Service requesting documentation or conducting an audit on the adviser or the client. Regulatory and Legal Knowledge Investment advisers are required to possess thorough knowledge of federal and state laws regarding investments, financial advice and fees for financial services. They must also know and adhere to the regulations and requirements of the SEC, the Financial Industry Regulatory Authority and any certifying bodies, such as the Certified Financial Planner Board of Standards. Ethics Compliance Federal law requires that investment advisers abide by stringent ethics rules to ensure impartial, good faith advice. This is sometimes referred to as "fiduciary duty," and requires that investment advisers place the financial well-being of the client above their bottom line by disclosing all relevant information about a investment, avoiding conflicts of interest, and acknowledging any payment or other compensation they receive for recommending certain products or investments.