Is money stressing your mind?
You need to make financial decisions throughout your lifetime, and finding quality and unbiased advice can be
difficult. Unlike wealth managers who have hidden agendas, we follow a holistic approach that provides
expertise across all aspects of your financial plan.
So, what can we help you with?
What we do
Wealth Strategies focused on helping you achieve your life goals.
Managing wealth isn’t just about money. It’s about You, it’s about Your Personality, and it’s about your Life Goals – Whatever your life goals are, strategic planning and careful investing of your wealth can help you to achieve it.
So ready to navigate your financial journey with us? Let's get started.
Goal Planning - Financial Strategies
Live the lifestyle you’ve imagined
So what’s your life goal? Starting a family, buying a house, chasing your dream car, planning an important trip, securing your wealth, pursuing an early retirement & passing on the wealth to the next generation.
We are here to help individuals at all stages create, grow, preserve and pass on their wealth.
Enjoy a range of products
From mutual funds, equity, and debt management to risk cover and wills & trusts, our diverse solutions help you grow and preserve your assets.
With our deep experience & understanding, we build investment strategies tailored to your goal type and risk tolerance.
Investing with NorthStar Wealth gives you access to a broad range of financial services
Who we are
A guide you can trust for navigating your financial journey.
NorthStar Wealth is an independent financial services company. We are truly able to offer independent and unbiased financial guidance. Our business model stands in contrast with major institutions, where financial advisors are employees of the brokerage firm and banks. They often promote in-house products and services.
We are not affiliated with any institutions. We are distributors of financial instruments. There are no external influences on our financial recommendations. This enables us to offer various solutions keeping your best interest in mind at all times.
” With 60 years of combined experience in wealth management, banking & finance, and investment services, we seek to empower our clients to make the best financial decisions possible “
Our Wealth Strategies revolves around you, so you deserve to feel
NorthStar investors are more likely to be thrilled when checking their portfolio.
Making the right financial moves at the right time with a clear plan for the future makes you feel confident.
When you have a road map to reach your goals, you’ll feel empowered.
When you work with a team that is data-driven, you’ll feel more intelligent.
A financial strategy that starts with you, your values, your passions, and your goals.
Achieve financial clarity, improve cash flow, and move forward. You are in safe hands.
Enjoy the peace of mind that comes with knowing you’ve invested wisely.
Who we help
We understand how valuable your time is and our goal is to help you free up more of it by being your financial partner. We work with people in all stages of life, with many different occupations and varying levels of net worth
A better financial planner can make a huge difference in your life. I found North Star Wealth Management a few months ago and I’m happy with their services. Over the course of the period, they have helped me manage my finances in a better and efficient way by listening to my needs and priorities. I am glad to be associated with them and wish the team continued success in the future.
Mr. Arvind Purohit. National Manager – Govt. Business, AU Small Finance Bank.
When you are dealing with money you want someone that can offer you quality and unbiased advice. Poor financial planning was hurting my personal life in many unknown ways. I appreciate the assistance provided by the North Star Wealth Management team to help me manage my budget efficiently. Over a period of time, they have helped me grow my investments, resolved complex money matters and helped me achieve my goals.
Mr. Abhishek Dubey – Author & National Channel Advisor, Prasar Bharati Sports.
My search for a good, knowledgeable and efficient investment advisor ended when I came across NorthStar. With the passage of 2018 & 2019, my hard-earned wealth touched its ‘trough’ – that too in my post retirement era. I was almost desparate by the end of 2019 – when through a personal reference put me in touch with Amit Tripathy. Amit – with his sound knowledge of financial markets & well researched insights – was an ideal ‘find’ for me. I shifted my entire asset management responsibility to NorthStar in December 2019.
Amit’s own uncanny ability in the investment advisory space – coupled with the analytical & efficient service capabilities of Naveen – is a rare combination that one was fortunate to have found in NorthStar. I would recommend their services to one and all.
Mr. Prabal Das. Ex – Senior Vice President, Reliance Industries.
NorthStar Wealth Management are financial advisors to business owners, self-funded retirees, senior executives, charitable organizations etc. It’s nice to have one place to come to, without being too large or institutional, and they empathize with the anxieties that come with investing, and at each meeting manage to reassure the client, so that they leave feeling positive about the future.
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes truly, a good and reliable professional Financial Advisor. Jacob Kurien had all of this and more. His dedication to clients, business excellence, client needs, circumstances and preferences, and education, sets him apart ’’.
What really impressed me was the way Jacob took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and common sense approach. His professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend his services whenever possible
Mr. Susheel Sindhkar. Ex – Group Director Marketing, Toyota.
Receive our unique
investment bulletin every
Read about the market insights we have gathered over the years from the leading professionals in our industry as well as the economic trends that are affecting your investments in the prevailing conditions.
We guarantee that you won’t find these anywhere else.