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Financial PLanning

Model Portfolios
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
    FinSharpe Mutual Funds - Balanced
    Model Portfolio by FinSharpe Investment Advisors
    Momentum investing: Aiming to capitalize on market trends for potential growth. Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.
    View Portfolio
    ₹ 1,000/month
    Incl. GST

    Volatility
    Low

    Min. Investment
    ₹ 85,369 SIP

    Return Period
    1 month

    Return Percentage
    2.49%
    View Portfolio
    ₹ 1,000/month
    Incl. GST
    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.
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    ₹ 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
    Mid & Small Cap Focus
    Model Portfolio by FinSharpe Investment Advisors
    A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks
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    ₹ 1,000/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 85,369 SIP

    Return Period
    1 month

    Return Percentage
    2.49%
    View Portfolio
    ₹ 1,000/m
    Incl. GST
    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
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    ₹ 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
    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
    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
    Indian Bluechip Leaders
    Model Portfolio by FinSharpe Investment Advisors
    Invest in the stalwarts of India with a high market capitalisation and proven track record
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    ₹1,000/m
    Incl. GST

    Volatility
    Medium

    Min. Investment
    ₹ 90,470

    Return Period
    3 months

    Return Percentage
    -
    View Portfolio
    ₹1,000/m
    Incl. GST
    Multi Asset Diversified
    Model Portfolio by FinSharpe Investment Advisors
    One portfolio built to last in all market conditions
    View Portfolio
    ₹333/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 6,867

    Return Period
    3 months

    Return Percentage
    5.32%
    View Portfolio
    ₹333/m
    Incl. GST
    Large & Mid Cap Diversified
    Model Portfolio by FinSharpe Investment Advisors
    This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum
    View Portfolio
    ₹1,000/m
    Incl. GST

    Volatility
    High

    Min. Investment
    ₹ 1,31,145

    Return Period
    2 months

    Return Percentage
    0%
    View Portfolio
    ₹1,000/m
    Incl. GST
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