What do we have to offer?

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Comprehensive Financial Planning

One-stop solution to all your financial Problems with detailed analysis of the given situation

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Second Opinion on Finance

The second opinion is one-time financial advice to help you resolve financial queries pertaining to pre-existing investments made

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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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Marriage

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Testimonials

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Prakash Thalya
Project Manager
 

I 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

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Subhash Chandra Pandey
Sales Manager
 

This 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

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Viral Shah
Director Business Development
 

I 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.”

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Subhash Chandra Pandey
Sales Manager
 

This 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

Price and Plans

Comprehensive Financial Plan

₹ 11999 Per year

  • 1-year engagement.
  • Contingency Planning.
  • Risk management.
  • Taxation.
  • 2 Reviews in a year.
  • Dedicated Personal Financial Planner.
  • Update on New Investment avenues.
  • Wealth management.
  • Online platform.
  • Mobile application.
  • Mutual fund advice.
Sign Up

Second Opinion on Finance

₹ 2499 Per year

  • 2-hour one time session.
  • Review of the current portfolio.
  • Solution on future investments.
  • Addressing any query regarding taxation, insurance, loans or property.
Sign Up

Financial Planning for NRI

₹ 21000 Per year

  • 1-year engagement.
  • 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.
  • Online platform.
  • Mobile application.
  • Mutual fund advice.

Sign Up

Workshops Conducted In