Gaurav Karnik

Verified

Goal Based Planning

Tax Efficient Solutions

NRI Services

Corporate Financial Management

SEBI Registration NumberINH200007645

Experience12 Years

Families Managed650+

Testimonials12+ Reviews

A brief introductionMeet Gaurav Karnik, Founder of S9 Financial in Mumbai, with 12+ years experience in managing wealth for both clients and corporates. He specialises ...Read More

Active Families3000+

Active AUMRs 500Cr+

Min. PortfolioRs. 1.5L

Largest PortfolioRs 10Cr

Location

MumbaiS9 Financial Planners City Of Joy, 825, Ecstasy Business Park, JSD, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080Get Directions

Mon-Sat9:30AM - 7:30PM

SundayClosed

Why me?I work with one insight for my clients “Failing to plan is planning to fail” hence I help them in designing their financial goals right from analysing the current situation to planning the future.

Products

20+ Mutual Funds

30+ Direct Equity

2+ Fixed Income

5+ Insurance

Investment Strategies

Goal Based Investment StrategiesOur strategies are tailored to your unique goals and risk tolerance, ensuring that your investments are aligned with your long-term financial objectives.

Tailored Financial Planning for NRIsConsultation on NRI investment options when you are away from your country, can always present an outlook and safeguard your hard-earned money.

Periodic Rebalance of Asset AllocationOur customized approach to asset allocation ensures a high-return, diversified portfolio that is tailored to your specific goals, risk profile and its changing dynamics.

Education

2006-2009: R A Podar College, Bachelor of Commerce & Economincs

Work Experience

May 2011 - Present: Co-Founder & Chief Financial Planner @ S9 Financial Planners
Sep 2020 - Present: Co-Founder @ Fortunexus Private Limited
Dec 2020 - Present: Venture Partner @ ah! Ventures
Dec 2021 - Present: Education Mentor @ GrowthSchool

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