S9 FINANCIAL PLANNERS - Best Financial Planner in Mumbai | Personal Finance Advisor
About
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Contact Information
| Phone | 081696 91811 |
|---|---|
| Address | City Of Joy, 825, Ecstasy Business Park, JSD, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080, India |
| Website | https://s9financialplanners.com/ |
| Location | 19.1763811, 72.9600428 |
Opening Hours
| Monday: 9:00 AM – 9:00 PM |
| Tuesday: 9:00 AM – 9:00 PM |
| Wednesday: 9:00 AM – 9:00 PM |
| Thursday: 9:00 AM – 9:00 PM |
| Friday: 9:00 AM – 9:00 PM |
| Saturday: 9:00 AM – 9:00 PM |
| Sunday: Closed |
Categories / Tags
Reviews
Before working with S9 financial planners, my finances were disorganized, and I felt immense pressure and anxiety about my future. Urmila took the time to understand my unique situation and created a comprehensive, yet simplified, plan. I now have a clear roadmap for my financial goals and, most importantly, peace of mind knowing someone is watching out for my family's financial security. I appreciate the efforts they took to support me being a Pune based client despite being headquartered in Mumbai. I highly recommend Urmila to anyone seeking trustworthy and professional financial guidance.
I recently had the opportunity of interacting with Ms Urmila Singh, CEO, S9 Financial Planners.
At the very onset I realised that I had knocked the right door.
The professionalism which Ms Urmila displayed during the session was impressive.
She explained me my financial state, the goals I need to fix, and the way to attain the same, in an explicit manner.
With the assurance given by Ms Urmila, I find my finances in safe & expert hands at S9 Financial Planners. Therefore, I am also looking at a long association with the S9 team, having Ms Urmila in the lead.
Overall, it was a great experience, and I shall highly recommend S9 Financial Planners to everybody looking for a trustworthy and knowledgeable financial advisor firm.
I have been closely associated with S9 for the past 1 year. Urmila has been handling our investments with due diligence and extreme care. She is definitely someone I would recommend having a conversation with if you are looking to make your first investment. She is both cautious, takes into consideration all your needs and provides good guidance. Always proactive & willing to propose new investment ideas.
It all started in early 2018, we had recently returned to Mumbai with our new born child from the UK where we lived for a few years for work. Life for me and my wife were like earn and spend as required for essential things and as we liked it. We mostly relied on fixed deposits and savings, we had no systematic investments and no contingency either, and unfortunately being technically educated our financial literacy was really poor. I was looking for someone who can help us as we were not sure where to start from our situation then and with new responsibilities we couldn't delay further. Initially I was not sure if a professional financial advisor is required for a salaried person and it’s a myth that they are meant for large enterprises and business people with lots of money.
This changed entirely from the very first day we contacted S9 and met Prasad and Urmila in S9 Mulund's office. I immediately realised why we need to consult a professional financial advisor no matter how intelligent we think we are, and I regret having not done any such planning for too long a time. Surprisingly we both were earning for many years and couldn't recall where the cash had gone.
Urmila, Prasad and the S9 family soon became our true trustworthy friend and guide for all our financial planning and decisions, and we must say our relationship for over 7 years now has grown and bloomed. S9 helped us to have clear financial priorities and vision for wealth growth, and we could save our corpus to buy our first dream home in Mumbai in 2022 with proper planning as recommended by S9. We are fully satisfied with S9 services and specially Urmila and Prasad has been a great motivation and guide for us to continue our financial journey to achieve all future goals. We relocated to the UK in early 2023 and Urmila and Prasad has been greatly assisting us with our changing financial needs and goals as a NRI, we look forward to our associations to grow even stronger.
Specially we would like to highly recommend Urmila and Prasad as a trustworthy and reliable financial advisor.
Thank you S9 financials again.
kind regards,
Nihar Goswami & Sanghamitra Misra
England, UK
My association with S9 started in 2018 and has been very successful so far. Urmila Singh is my go-to-person and has been extremely helpful & handled my account very cautiously whilst trying to get me the best returns possible. She always makes herself available and gets the job done. With her around I've not had a situation to worry about and she's always been proactive to flag new opportunities and engage in a healthy financial conversation. On the whole, my experience with S9 & Urmila has been rock solid and I look forward to a long lasting relationship.