Financial Planners
in India
Who put your financial goals first
Our Certified Financial Planners help you reach your financial goals with expert guidance and personalized strategies that suits your life at every stage.
What do we have to offer?
Comprehensive Financial Planning
We provide financial advisory services and are a one-stop solution to all your financial problems with a detailed analysis of the given situation.
Second Opinion on Personal Finance
It is a one-time investment advisory service that helps you resolve financial queries pertaining to your existing portfolio.
NRI Financial Planning
Consultation on NRI investment options when you are away from your country, can always present an outlook and safeguard your hard-earned money.
Financial Coaching for Corporates
When resources are available but the financial education is missing especially in Corporates or Startup workgroups.
Our Pride
To be able to understand, protect and grow our client’s dreams, goals, and finance.
650+ Clients
Looking for
Financial Planners in India?
At S9, we truly believe financial planning isn’t just about numbers—it’s about people. Our human-centric approach ensures that your financial journey is guided by real experts and not only algorithms. From client profiling to risk assessment and beyond, every aspect of your financial planning is taken care of by our team of dedicated certified financial planners. Our holistic approach to personal financial planning aims to build, grow, and protect your wealth.
As a trusted financial planning firm, we have served 750+ families with our unbiased expert advice tailored to their unique needs. Our client base extends across India, including Mumbai, Delhi, Bangalore, Chennai, Hyderabad, Pune, Ahmedabad, and beyond. We extend our financial advisory services beyond borders through our NRI clients worldwide.
With S9, your personal financial planning becomes a journey toward financial security, growth, and peace of mind. Let our team of dedicated financial planners in India help you make the most of your wealth, today and for the future.
Know MoreHand Holding
Throughout your life events
Our team will always hold your hand when it is about your financial ups or downs. We make sure that your personal finance journey is never stressful.
I want to Plan
Higher Education
New Job
Marriage
Promotion
Testimonials
Hardik Panchal
Project ManagerIt’s been a fantastic journey with the S9 Financial Planners Team so far. The S9 team devised a detailed financial plan after a thorough review and complete understanding of my personal goals. They ensured that I understood every aspect of the plan – the risk profile, basics of each investment, various options available, the suitable portfolio to name a few. The financial plan matches my goals perfectly and is futuristic in nature which can be modified easily with shifting goalposts. The S9 team also shares information through various social media platforms which is useful for gaining financial knowledge and managing investments. S9 Financial Planners have an excellent team who have great knowledge and the right background required for strategic financial advice. I would highly recommend S9 Financial Planners for those individuals, who need help in either managing their personal financial matters or grow their wealth with well thought and correct financial advice.
Arunkumar Manoharan
Project ManagerI am associated with S9 for the last 5years. Right from day one I have enjoyed the way S9 team approached and helped me set and achieve milestones of my financial goals. You will see a humane touch in every team member you interact. They have supported me round the clock. I could not forget the team and especially Sanket when my son was admitted in hospital, they ensured that I focus on my son and not worry about insurance challenges. They took care of the whole process and that ensured that I focus on my son during that difficult period. The team are super responsive. Oriented and commited to support achieve my financial goal. And I trust each and every member , they are highly trust worthy . I am so happy I am associated with S9. All the best and I hope they continue the same level of service for years to come.
Lijo Davis
Project ManagerI started my relationship with S9 in 2017. Met Urmila from the S9 team who is one of the best financial planners i have met and glad i did. A good turning point for me specially for someone who didn’t understand financial planning at all. She is the most calm and patient person who took some time to understand my financial goals and personal struggles and then come back with a solid plan for investments and financial future which i was comfortable with. One of the best decisions I made and it really helped me during a time of a personal crisis. Unfortunately due to certain personal realignments had to end the relationship with them in 2020, but even after that the Urmila and S9 team has been extremely responsive and instantly help with my queries and doubt. I am looking forward to start the relationship with them again when things are better. till then I would like to wish Urmila and the S9 team all the best and wishing them a great future.
Prakash Thalya
Project ManagerI am undergoing a phenomenal experience and exposure through s9 financial planners about financial discipline. Financial planning is one topic/aspect which is not taught anywhere, either in schools or even when we start our professional career. Gaurav and his team are doing an excellent job of educating the needy people about streamlining their finances that will help them to fulfill their dreams. Well done! Gaurav and Team! Keep doing the good job
Subhash Chandra Pandey
Sales ManagerThis is what financial advisors should do! I have never had the kind of experience in the past with any of financial advisors and they were the first whom I approached and I am glad to understand that they have helped me in planning for my present as well as future. They keep in regular contact with me and provide me with ongoing financial advice as per my needs and markets change. It is really refreshing to work with a financial advisor who is truly interested in their client’s needs, circumstances and preferences. I gladly recommend your services whenever possible
Viral Shah
Director Business DevelopmentI have been wondering for quite a time why I need not worry about my investments. I realize it is the financial planner who helped me out to choose the funds and churn the portfolio as per the market demands. It is the trust that is built upon which they never let it down. The service is instant like if you have any doubts that are cleared well with the examples. Which helps to understand it in a better way. All thanks to S9 financial planners and its team. “Way wealthy we become we won’t become without their knowledge, expertise and support.”
Financial Planning Services Offered
Comprehensive Financial Plan
- Contingency Planning.
- Risk management.
- Taxation.
- 2 Reviews in a year.
- Dedicated Personal Financial
- Planner.
- Update on New Investment
- avenues.
- Wealth management.
- Mutual fund advice.
Second Opinion on Finance
- 60 minutes one-time session.
- Review of the current
- portfolio.
- Solution on future
- investments.
- Addressing any query
- regarding taxation,
- insurance, loans or property.
Financial Planning for NRI
- Contingency Planning.
- Risk management.
- Taxation.
- PROPERTY MANAGEMENT
- Wealth generation
- Legal services
- 2 Reviews in a year.
- Dedicated Personal Financial
- Planner.
- Update on New Investment
- avenues.
- Wealth management.
- Mutual fund advice.
Read Our Latest Blogs
Your Retirement Portfolio May Be Safe, But Is It Sustainable?
Read more: Your Retirement Portfolio May Be Safe, But Is It Sustainable?
