S9 FINANCIAL PLANNERS - Mumbai
4.6/5
★
based on 8 reviews
Contact S9 FINANCIAL PLANNERS
| Address : | City Of Joy, 825, Ecstasy Business Park, JSD, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080, India |
| Phone : | 📞 +98998 |
| Postal code : | 400080 |
| Website : | https://s9financialplanners.com/ |
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Rider Little on Google
★ ★ ★ ★ ★ Although with a considerable years into my career which i believe is fairly successful, there was one thing that i was most delinquent on - My personal financial management. After a few serious thoughts on finally taking a decision to start bringing some discipline on this front, I came across Gaurav Karnik.
Gaurav introduced me to his company S9 Financial Planners and explained how I could plan my life into short-term, medium-term and long-term financial goals. He did a detailed analysis of my spending habits, my earnings and gave me a plan on how I could address all the 3 financial goals.
In this last 1.5 years since I've started interacting and availing S9 Financial Planners' services for my financial decisions, I realize that this was one of the best decisions that I've taken keeping in mind my personal financial management. Varad and Rohit from Gaurav's team, not only helped me in investing my money in various possible avenues, but also helped me plan and file my income tax returns.
I would strongly 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 suggested financial advice.
Wishing S9 Financial Planners' team the very best for success with all the decisions they take to advice their clients.
Regards,
Ajit
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Siddharth Sekhar on Google
★ ★ ★ ★ ★ Finance was always a daunting task for me. I didn’t know where to begin or what to do with finance.
S9 Financial planners did everything – with almost no time or effort for me! The best part was that I could completely trust their team to advise me with all things related to finance. Following their advise closed 80% of my loans, thus allowing me to invest the money into useful schemes. All thanks to S9 Team.
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Viral Shah on Google
★ ★ ★ ★ ★ I have been wondering since 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 build 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 planner and it's team. "Way wealthy we become we won't become without their knowledge, expertise and support."
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Bhupesh Mali on Google
★ ★ ★ ★ ★ I am happy with service provided by S9 Financial planners. Whenever I come with any investment thought first I contact to #Urmila Singh , She is very professional as the way she explain about investment strategies. She also explain and guide me in Health insurance and term insurance .
I really thanks to Urmila for financial planning .
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Magesh S on Google
★ ★ ★ ★ ★ Had a fruitful discussion with Gaurav of S9. All my queries related to financial planning, investment, retirement, insurance and asset classes were clarified to my satisfaction. Also very flexible with time. Conversation and approach was very customer friendly.
Would strongly recommend anyone looking for second opinion on finance to go for it. The time alloted and the fee fully justified.
Good luck and All the best Team S9.
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Lijo Davis on Google
★ ★ ★ ★ ★ I 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.
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arunkumar manoharan on Google
★ ★ ★ ★ ★ I 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.
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Hardik Panchal on Google
★ ★ ★ ★ ★ It'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.
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