About Us

 We understand you 
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Who we are?

S9 Financial Planners is a privately owned 8 year old Mumbai based financial planning & Advisory firm that specialises in personal finance, family wealth advising and financial consulting for individuals, NRIs, corporate & family groups.

What made us start S9 Financial Planners?

We were lucky enough to know after achieving our education goals that we cannot work under some organisation which runs behind targets and loses focus on clients needs and goals.

We wanted to be a “Healing Approach” kind of financial doctors, an expert who understands the importance of time, patience & money. We believe in the hand-holding method of making our clients understand the nitty-gritty’s of finance as we see the market is still not mature enough to understand the right kind of balancing and structuring of their finances based on their goals. People’s focus is more on earning profits but without knowing the goals or right process of reaching towards it.

 
4 Pillars

Of our foundation

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    Education :

    We focus on educating our clients about new techniques, ways and methods of planning their finances.

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    Reasoning:

    Reasoning builds trust and that's what has made our client relationship stronger. We make sure each financial decisions taken by our client is backed with a proper reasoning and is not affecting their goals.

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    Transparency:

    We embrace transparency because we have nothing to hide from our clients as Financial Planning can only be done on the basis of trust.

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    Hand Holding:

    We make sure our clients never feel lost with too many options and offers circulating around them. We guide and be with them throughout their highs and lows.

Team

More like a family

They are the best in their field and you have access to the finest possible resources. This lovely bunch works real hard to make personal finance easy.

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Gaurav Karnik
Co-Founder
 
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Priti Shetty
Digital Marketing & Brand Manager
 
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Urmila Singh
Financial Planner
 
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Rohit Lokhande
Direct Equity & Service Delivery
 
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Varad Khandekar
Financial Planner & Operations
 
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Prasad Shetty
Founder & CEO
 

❝We not only handle our client’s investment portfolio but also believe in handling their fear, insecurity or anxiety towards their personal goals and finances❞