S9 Financial Planners
NRI fit
From 3 reviewsA green check means at least one verified reviewer has tagged it. We never check these by default.
Handles cross-border tax cases
DTAA, FBAR/FATCA, US/UK return interplay
Not yet evidenced by a reviewer.
Available across time zones
Picks up calls/emails outside IST business hours
Not yet evidenced by a reviewer.
Comfortable with remote onboarding
Video KYC, e-sign, document collection without an India visit
Not yet evidenced by a reviewer.
FEMA / RBI / repatriation
NRO-NRE, repatriation paperwork, 15CA/15CB
Not yet evidenced by a reviewer.
What reviewers consistently say
Aggregated from 3 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
S9 Financial Planners offers comprehensive financial advisory services, emphasizing personalized planning for various life stages, including specific services for non-resident Indians (NRI). Their team specializes in investment consultation, risk management, and wealth generation, ensuring clients' financial futures are secure and well-managed.
Questions answered publicly
No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.
Compare with the top 3 Certified Financial Planner (CFP) in Mumbai
See full leaderboard →All reviews (3)
Ashwathi Kartha
Returning NRI
Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.
Goal-based planningNo product pushing0 netOmkar Kulkarni
Healthcare worker abroad
Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.
Holistic advice0 netJagannath Patro
Tech professional abroad
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
No product pushingGoal-based planning0 net
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