S9 Financial Planners

Mulund West, Mumbai, Maharashtra

Financial Planning for NRI - S9 Financial Planners Why financial planning for NRI? At S9 Financial Planners we understand how essential and crucial is Effort, Growth, and Distance for an NRI. We make sure the process and result of financial planning for NRIs are made with utmost care and transparency. Consultation on your investment plans when you are away from your country, can always present an outlook and give a logical picture. S9 Financial Planners will be your trusted financial advisor and we make sure to render unbiased NRI Financial Services.

Financial Planning and Wealth Management - S9 Financial Planners   Financial Goal Planning! Get your financial plan drafted by Certified financial planners!   Ever thought about what works for your financial goals? A road map backed by research that includes all possibilities, certainties & uncertainties of your life. Here's the stage when comprehensive financial planning comes into the picture. We do so much more than manage your finances. Comprehensive planning is your financial checkup in regard to your financial goals. We build the bridge between your hard-earned money and your lifetime financial goals. Basically overall scrutiny of your financial state including your cash flux analysis, tax planning, contingency plans, risk management, and wealth management.   We make sure to guard, guide, and achieve all your financial goals like vacations, higher education, marriage, financial freedom, and also help you in the restructuring of loans with tax optimization. Steps Involved Client profiling Risk profiling Number Crunching Presenting the plan

• MOQ 1 Services

Investment advisory services in Thane - Second opinion on Finance "It's time to recheck on past financial advice" " Best Investment advisory services in Mumbai | Get unbiased financial advice from our investment advisor" A financial planner needs to be unbiased, and disclose any possible concern regarding one's investment portfolio just like how a doctor advises for the treatment. For example, an investment advisor doesn't get paid more if he or she recommends you to invest in a particular fund. They have no incentive to direct you. Hence, a second opinion on finance is the best choice when it comes to having investment advisory services. It's a 60 mins review session on your finances by our Certified Financial Planners. which includes- Portfolio check Investment advisory services Impartial response