Secure your financial future.

Get a personalised plan from a Spring Money advisor.

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Financial Planning & Investment Advisory

Spring Money connects you with a dedicated financial expert who creates a personalised financial plan for you. Through a collaborative process, advisors work with clients to understand their unique goals, risk tolerance, and financial situation.

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Customised Financial Planning

Our experts create a personalized roadmap tailored to your specific needs and aspirations, whether it's saving for retirement, managing debt, or building wealth.

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Expert Financial Guidance

Benefit from the expertise of qualified advisors who can answer your questions, provide clear strategies, and help you make informed financial decisions.

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Ongoing Support

Your advisor will continuously monitor your progress, adjust your plan as needed, and ensure you stay on track towards reaching your goals.

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Confidence and Peace of mind

Gaining clarity and control over your finances allows you to face the future with confidence, knowing you have a professional guiding your path.

Services we provide

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Financial Planning

Financial planning involves establishing your goals, understanding your current financial situation and building a plan to get you to where you want to be.

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Investment Advisory

Investment advisory entails seeking professional guidance and recommendations to optimize investment decisions. It involves leveraging expert insights and analysis to make informed choices aligned with individual financial objectives and risk preferences.

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Model Portfolios

A model portfolio comprises a curated selection of investments designed to reflect a predetermined investment strategy or objective. It involves constructing a diversified portfolio tailored to meet specific financial goals and risk tolerance.

Financial X-Ray

Get a 360-degree view of your financial health. We analyze your income, expenses, debts, and assets, giving you a clear understanding of your current financial standing.

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Free Consultation

Discuss your goals, concerns, and current situation. Our advisors can offer personalised guidance and answer your questions, helping you make informed financial decisions.

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Ensuring trustworthy guidance
with SEBI Registered Investment Advisors (RIAs)

The Securities and Exchange Board of India (SEBI) is the primary regulator for the Indian securities market. To protect investors and ensure ethical practices, SEBI mandates specific qualifications and registrations for financial advisors. The SEBI Registered Investment Advisors (RIAs) possess the necessary expertise, experience, and adhere to strict regulations.

You receive:-
Qualified Professionals: RIAs meet stringent educational and certification requirements, guaranteeing their financial knowledge and competence.
Fiduciary Duty: RIAs act in your best interest, prioritising your financial goals above all else.
Transparency and Compliance: RIAs follow a code of ethics and are subject to regular audits, providing greater transparency and peace of mind.

By partnering with SEBI-registered RIAs, Spring Money connects you with trusted financial advisors who can empower you to navigate your financial journey with confidence.

SEBI RIAs

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NS Wealth Financial Planners

Established in 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.

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Artha FinPlan

ARTHA FinPlan provides personalized, professional and unbiased services in the area of Personal Financial Planning and Investment Advisory. Our aim is to help our clients to achieve their realistic goals with holistic approach, educate them about personal finance management and be a reliable partner in adding value to their journey in personal finance.

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FinSharpe Investment Advisors

FinSharpe came into existence to enable investors to reduce psychological biases from investment decisions by providing data driven insights. As fiduciaries, we offer investment advice with full transparency and without any conflict of interest. We follow a thorough research process that comprises of - Ranking, Allocation and Risk Management.

Investment Advisors

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Prime

Investment Advisory by NS Wealth Solution

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 30,000/y
Incl. GST

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Prime Pro

Investment Advisory by NS Wealth Solution

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 4,999/y
Incl. GST

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Prime Plus+

Investment Advisory by NS Wealth Solution

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 10,000/y
Incl. GST

Financial Planning

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Comprehensive - Indian Residents

Financial Planning by Artha FinPlan

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 30,000/y
Incl. GST

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Comprehensive - NRI Residents

Financial Planning by Artha FinPlan

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 4,999/y
Incl. GST

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Financial Planning

Financial Planning by Artha FinPlan

Recommendation on existing insurances

Emergency Planning

Data Collection & Goal Setting

Retirement Planning

Planning for Goals

Planning & Asset Allocation for Goals

₹ 10,000/y
Incl. GST

Model Portfolios

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Indian Blue Chip Leaders

Investment Advisory by NS Wealth Solution

Volatility

Low

Return Period

1 month

Min. Investment

₹ 85,369 SIP

Return Percentage

2.49%

₹ 30,000/year
Incl. GST

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Multi Asset Diversified

Investment Advisory by NS Wealth Solution

Volatility

Low

Return Period

1 month

Min. Investment

₹ 85,369 SIP

Return Percentage

2.49%

₹ 4,999/year
Incl. GST

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Large & Mid Cap Diversified

Investment Advisory by NS Wealth Solution

Volatility

Low

Return Period

1 month

Min. Investment

₹ 85,369 SIP

Return Percentage

2.49%

₹ 10,000/year
Incl. GST