He Has 12 years of experience in Financial Services a deep understanding of clients needs and mindset.. Prior to co-founding S9, he worked as Certified Financial Planner in a financial planning firm Consult Me and before that in India Infoline as Sub broker for 4 years at the beginning. He is a CERTIFIED FINANCIAL PLANNER (CFP) from FPSB India and he is also NISM Capital Market & Technical Analysis Certified. An ardent cricket fan and a staunch believer of the fact that ‘Financial Literacy’ is the key to financial success of each person. He aspires to become a financial doctor and heal all the financial worries of his clients in a veracious way.
He comes with over 10 years of experience in the Financial Services and Business development. Has conducted more than 60+ workshops and awareness program in companies like L&T, Convergys, SIES College, Blue Cross Labs & Many more. He has an eye for seeing opportunities and scaling it to a higher level. He is a Certified Wealth Manager (CWM), INTER CA & CERTIFIED FINANCIAL PLANNER (CFP) from FPSB India. When not busy at work, he loves spending time with his family, plays cricket & also meditates. His passion is to educate and coach his clients so they can be the masters of their financial life.
She comes with 9 years of experience in Customer Service, Business Development and Digital Marketing. We call her Digital freak. Having worked with companies like TCS,Accenture, MakemyTrip she brings to table rich experience in Customer service and digital marketing. Even though being a normal Commerce graduate her knowledge speaks for herself. Her creativity never stopped her from achieving success be it in Music, film making, writing poems or blogs.
She is our ace Financial planner who has over 8 years of experience in finance industry. Having worked closely in the domain of finance , she leads in very affluent financial planning and clients relationship knowledge. A CFP with an MBA in Finance degree along with NSE – Capital Market Certification , Qualified Personal Finance Professional (QPFP) Certification makes her the best in her domain and that is why our clients are so comfortable interacting with her. She is very passionate about travelling, swimming and dancing when she is not occupied with client meetings.
With 3 years of experience totally in Service Delivery and Operation, he happens to be one of our best team members.His ethics to follow the TAT is so strong that he makes a point that others under his team also does it. A learner by nature makes him inquisitive about adapting to changes quickly. His passion lies in Photography and loves watching movies.
He is the youngest member of our team. Being a 22 year old he has brilliantly bagged his post graduation in Accounting and Finance and now is a Certified Financial Planner (CFP) from FPSB India. He came to us as an intern right after his graduation to explore and understand the aspects in depth of Financial Planning, however within 2 years he proved his knowledge and passion towards his work. His responsibility here is to prepare financial plans for his clients, assisting them with executing the plan and investments to clients’ portfolios review. His conviction and ardour towards guiding or helping his clients with their personal finance is highly appreciated by our clients. He is also a cricket fan and a big time foodie.