Best Financial Advisors In Mumbai Near Me

4worldlovers: It is a one-time investment advisory service that helps you resolve financial queries pertaining to your existing portfolio.

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

When resources are available but the financial education is missing especially in Corporates or Startup workgroups.

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.

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.

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.

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.

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.

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

4worldlovers:
Clients first approach and their interest kept uppermost in mind that provides the comfort of maximum security to the clients


A global process as prescribed by Financial Planning Standards Board, India.

“I started thinking about investment and financial protection for my family just two years back. Earlier I had taken some endowment policies for me & my wife. I was very much satisfied with my decision then. In fact I used to feel very proud while I was handing over the premium cheque to the agent. In the meanwhile I met Mr Praharaj. Initially I thought that this gentleman could be an agent of some fund houses and that’s why he is (mis)guiding investors. But I listened him more carefully and surprised to know that he is genuinely concerned about misselling in financial products and help common people. Thereafter I took a plan from him. Now I have taken sufficient online term cover for myself and invested in Mutual Funds for my children’s education. I have realized the difference; in my earlier endowment policies – my family was not sufficiently insured; also premium was very high and return was low. Now, I can expect to achieve my goals. I can feel that Mr Praharaj has taught me the benefits of financial planning and rate him as a trustworthy and Top fee only financial planner.”

4worldlovers:
Increasing longevity and absence of any social security system, makes retirement planning utmost important to all of us in India. We help you in creating decent retirement fund to ensure quality of life for your golden years. Pension policies may not be the ideal product for retirement planning.

Fixed deposit is one the most safe investments but it is not the most tax efficient option. We help you in reducing your tax burden by suggesting tax friendly investment options as per the tax laws.

The cost of an MBA which cost 20 Lacs now can be around 63 Lacs after 15 years with 8% inflation. We will help you in planning for this to ensure that your child is getting the best possible higher education. Children policies may not be the best option for this.

4worldlovers:
At SNPFP, we proactively assist and guide our clients in achieving their financial goals. Being one of the best certified financial planners, we make sure that you attain the path of sustainable growth with maximum ease. Read More


A/504, Om Divya, Near Sona Shopping Center, Trikamdas Road, Kandivali West,


Sachin S Parekh, is a CERTIFIED FINANCIAL PLANNER (CFPCM) & AMFI Registered Mutual Fund Distributor, advising clients on Comprehensive Financial Planning, Retirement Planning, Tax Planning & Estate Planning issues. He has earned the CFPCM designation from the Financial Planning Standard Board India. CFPCM certification is the highest professional designation that can be given to a financial planner.

4worldlovers: Atharva Finserv Advisors is a Leading Corporate Financial Advisory Firm in Mumbai. We offer wide range of services in the field of Debt Advisory , Retails Loans and Business Loan.

We are a group of professionals having experience of more than 2 decades industry exposure. An outstanding and sound base of intellectual capital and many significant business relationships behind us, we’re looking forward to an even brighter future.

4worldlovers:
Little Savings on a Regular basis and investing in Mutual funds will benefit you and your family in the long term.


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