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Asit Mehta Associates
outsourced accounting services,transaction advisory services,income tax preparation,GST services provider
Directory → Financial Services → Mumbai → S9FINANCIALPLANNERS
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S9FINANCIALPLANNERS
financial planning & Advisory firm that specialises in personal finance, family wealth advising and financial consulting for individuals, corporate &
What S9FINANCIALPLANNERS does
S9 Financial Planners is a financial planning firm in India with Certified Financial Planners. It offers comprehensive financial planning, a second opinion on personal finance for existing portfolios, NRI financial planning covering investment options for people living abroad, and financial coaching for corporates and startup workgroups. Its services include client profiling, risk assessment, and investment advisory. The firm serves residential Indians and NRIs, with clients across India, including Mumbai, Delhi, Bangalore, Chennai, Hyderabad, Pune, and Ahmedabad, and NRI clients worldwide.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
S9 Financial Planner is a Mumbai based financial planning & Advisory f
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
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