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.
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.
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.
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
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.
