Best Specialists Financial Advisor Mumbai Near Me

4worldlovers:
Whether you know it or not, your approach towards personal finance plays a major role in how you are living - or not living - your life.


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.

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: "I was introduced to Mr Pramod by one of my colleagues, I was very hesitant in the first meeting to share personal information around my earnings and investments, but over a period of time have shared information on earnings and investments but also shared my financial goals and what are my plans around that. I could see Mr Pramod is diligent in his working, identifies gaps meticulously, helps work around working towards achievement of short term and long term financial goals. Very friendly person with availability to help on need basis... very importantly does not work based on doing advertisement of his own work".

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: We help you create wealth by providing proper Financial advice based on your goals !


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