What do we have to offer?

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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.

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Second Opinion

It is a one-time investment advisory service that helps you resolve financial queries pertaining to your existing portfolio.

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Financial Planning for NRI

Consultation on NRI investment options when you are away from your country, can always present an outlook and safeguard your hard-earned money.

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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

Why Choose Us?

As your financial planners

We at S9, Keep You and Your goals as our priority. Not only the fulfillment of Your goals is our responsibility, but we also make sure that this entire journey of making wealth becomes a safe & happy journey for you.

We have evolved ourselves as an eminent financial planning firm that is trusted for their professional competence, relied on for their unbiased & quality advisory.

S9 specializes in offering A holistic approach to Personal Financial Planning & Financial advisory services for our clients, in India & worldwide. S9 has clients in places like Mumbai, Chennai, Bangalore ( Bengaluru ), Ahmedabad, Pune, Hyderabad, Delhi, and more. S9 has experience in handling NRI clients too around the world.

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Hand 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
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Higher Education

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Testimonials

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.
Talk to an expert

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.
Talk to an expert

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.

Talk to an expert

Workshops Conducted In