4 Best Gold Investment Plan Companies Near Me in Mumbai – Gold Saving Schemes
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Financial Hospital – Financial Planning, Retirement, Tax, Estate, Wealth Planning
ADDRESS: Office No. 403, B Wing, Kanakia Wall Street, Andheri – Kurla Rd, Chakala, Andheri East, Mumbai, Maharashtra 400059, India
NUMBER: +91 96998 00600
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 10:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 7:00 PM | |
| Wed | 10:00 AM – 7:00 PM | |
| Thu | 10:00 AM – 7:00 PM | |
| Fri | 10:00 AM – 7:00 PM | |
| Sat | 10:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I would really like to appreciate Ms Laxmi Gupta, relationship manager of financial hospital for her continuous support and guidance towards my investment portfolio.. She is always approachable and resolves my queries precisely leaving no doubts. – Mithil Champaneria
REVIEW #2 – I have transferred my financial planning services and other investment to financial hospital. The services are too smooth as they have said me before. I am impressed with the array of services they offered and the quality of the advice they gave me. I regard financial hospital as my business advisor. I would recommend your services to all who are looking for such type of services. – Akshay Paul
REVIEW #3 – Financial Hospital provides the best services towards finance for the business as well as salaried individual to achieve their goals. Their positive approach which leads the individual to satisfied with the services and guidance towards the retirement & investment planning. – Shweta Mehta
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Omkara Capital Private Limited
ADDRESS: 207 A/B, Peninsula Center, Dr SS Rao Marg, opposite Gandhi Hospital, Ganesh Gully, Parel, Mumbai, Maharashtra 400012, India
NUMBER: +91 78978 91192
DESCRIPTION FROM BUSINESS: We aim to be, for serious investors, the equity research backend with data backed actionable ideas as the key differentiator…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I subscribed with Omkara Capital six months ago, and I’m very impressed with the quality and consistency of their service. What stands out is their research-backed recommendations — every stock idea is supported by clear data analysis, which gives me confidence in my investment decisions.
Varinder Bansal and the team are very approachable — they explain things patiently, offer regular guidance, and help you understand the nuances even when markets are tough.
Also, I feel genuinely that Omkara treats its clients like part of a family: trustworthy, transparent, and always aiming to help not just grow wealth, but understand the process.
Highly recommend Omkara Capital to anyone seeking serious equity research and sincere support. – Dangi Prosperity HUF
REVIEW #2 – Omkara is an amazing wealth creation organization focusing on quality with honesty and transparency. The leadership and team are exceptionally well and they are doing superb work. For long term wealth creation hold hand of Omkara and they will hold back tight to ensure you build wealth not small term money. Thanks to Omkara. Varinder Bansal is amazing and the way he deals with stocks, team, managements, industry leaders, is dynamic. He has done wonders in the field and is guy who has build mansion from scratch. Salute to Varinder for touching the sky and seeing beyond. – Mayank Choudhary
REVIEW #3 – I have been a subscriber to Omkara Capital’s research services for the past couple of years. I would rate them among the best research advisory firms. Their investment style suits my temperament: they don’t chase momentum, they respect valuations, and they keep subscribers updated on Telegram with clear insights into their thinking process. They also share regular technical views on stocks, which I find helpful. They also have a website where they post detailed research reports. – Tulsiram Anil Kumar
REVIEW #4 – Very engaging and forthcoming communication from the team. Good research reports and regular updates on quarterly performance. Albeit the pricing is a little expensive. However for the people who can utilize the same, it is worth the money. – Vaibhav Sharma
REVIEW #5 – I truly appreciate your prompt and insightful understanding of the stock market with quick investment suggestions. It changed my perception regarding investment in market. Your daily morning newsletter and quant section is very informative that helps to understand the market nerves. – Subhash Chander
REVIEW #6 – Viren’s research and analysis is unparalleled, his teams timely updates on whatsapp and constant monitoring help in understanding when to exit. Recommend for anyone planning for long term investing! – Mallesh B
REVIEW #7 – I became part of the Omkara family recently. In a very short time I feel so much more empowered to make investment decisions. My conviction in the companies I invest is very high because each investment decision is supported by high quality research done by the Omkara team. Varinder is an extremely knowledgeable yet humble person. I find myself looking forward to his daily updates and knowledge sharing sessions. Thank you Omkara team! – Anita Sanghi
REVIEW #8 – Happy to be part of Omkara family. Equity research and advice is of high quality. Recommendations appear effortless but we do understand that a lot of hard work has been done at the back end. Keep educating, keep growing. My best – Hitesh Malviya
REVIEW #9 – I have been associated with Omkara for about 1.5 years and what i gained is the conviction to remain invested in the ideas of Omkara Team – backed by Solid research and updates. Peace of mind is guaranteed if you are associated with Omkara. Phenomenal portfolio performance is the hallmark.. Super Happy! – Sandeep Biyani
Premier Capital Advisor Mumbai
ADDRESS: 1 floor 1/3 Chandrodaya CHS Ltd, opp. Swastik Chambers, Chembur, Mumbai, Maharashtra 400071, India
NUMBER: +91 98334 83002
DESCRIPTION FROM BUSINESS: We specialize in equity advisory, equity investments, systematic investment planning, and comprehensive wealth management in Mumbai.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – One of the best financial planner in Mumbai I have come across given me an entire journey of wealth management. Highly recommended Dilawar and his team. They have started another company called switch my wealth and eye opener. – Vinod Gurav
REVIEW #2 – Premier Capital Advisory, is an excellent wealth management and mutual fund firm. The team provides professional, transparent, and personalized financial advice suited to individual goals. Mr. Dawoodani’s deep knowledge and client-focused approach make the experience smooth and trustworthy. Their guidance in investments and wealth planning is reliable and effective. Overall, a highly recommended firm for anyone looking for expert and genuine financial advice. – Karanjeet Balotiya
REVIEW #3 – Excellent wealth management service! Dilawar Dawoodani at Premier Capital Advisor is knowledgeable, professional, and truly client-focused. He takes the time to understand your financial goals and offers smart, personalized strategies. Highly recommend! – Rohini Patil
REVIEW #4 – I was impressed with the level of professionalism and knowledge displayed by the team. They helped me navigate complex financial options and secured a great deal. – Gaurav Daund
REVIEW #5 – Working with Premier Capital Advisor has been a great experience for me. They have a highly professional team that is knowledgeable and supportive. The advisor at Premier Capital have provided me with valuable insights and guidance on financial matters. I appreciate their dedication to helping clients achieve their financial goals. Overall, I would recommend Premier Capital Advisor for their expertise and excellent service. – Sejal Hiwale
REVIEW #6 – I’ve been using Premier Capital Advisor for 2 years now and I’m quite satisfied with their services. The platform is user-friendly and provides a wealth of information on stocks, mutual funds, and other investment options. Their customer support is excellent, and they’ve always been helpful in answering my queries. I’m happy with my experience. – Iqbal Ahmad Khan
REVIEW #7 – Their team in Chembur, Mumbai, offers tailored financial solutions that perfectly meet my needs. Their Portfolio Management Services have helped me achieve my financial goals efficiently. The team’s expert advice and excellent customer service make them stand out. I highly recommend Premier Capital Advisor for anyone seeking top-tier financial advisory services in Mumbai. – William Lingle
REVIEW #8 – Premier Capital Advisor is the best for investment and wealth management. Their knowledgeable advisors provided tailored financial strategies that significantly boosted my portfolio. If you’re looking for expert advice on mutual funds, SIP, and long-term investments, this is the place to go. Highly recommended for achieving your financial goals! – Kunal Patil
REVIEW #9 – I had the pleasure of working with the team at Premier Capital Advisor on my financial plan and they have been nothing short of amazing. They provided me with sound advice, excellent customer service, and consistently followed through on all their promises. It’s clear that they value their clients and are truly invested in helping them create wealth. I highly recommend them for anyone looking for a reliable financial advisor! – Sonal Dawoodani
S9 FINANCIAL PLANNERS – Best Financial Planner in Mumbai | Personal Finance Advisor
ADDRESS: City Of Joy, 825, Ecstasy Business Park, JSD, Ashok Nagar, Mulund West, Mumbai, Maharashtra 400080, India
NUMBER: +91 81696 91811
DESCRIPTION FROM BUSINESS: S9 Financial Planners, a Mumbai-based firm (14+ yrs), offers expert financial planning & advisory for Individuals, salaried, Corporate & Family. We Specialize in Personal Finance, Wealth Management, and Tax Planning.
OFFICE HOURS
| Mon | 9:00 AM – 9:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 9:00 PM | |
| Wed | 9:00 AM – 9:00 PM | |
| Thu | 9:00 AM – 9:00 PM | |
| Fri | 9:00 AM – 9:00 PM | |
| Sat | 9:00 AM – 9:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Before working with S9 financial planners, my finances were disorganized, and I felt immense pressure and anxiety about my future. Urmila took the time to understand my unique situation and created a comprehensive, yet simplified, plan. I now have a clear roadmap for my financial goals and, most importantly, peace of mind knowing someone is watching out for my family’s financial security. I appreciate the efforts they took to support me being a Pune based client despite being headquartered in Mumbai. I highly recommend Urmila to anyone seeking trustworthy and professional financial guidance. – Mumtaj Pathan
REVIEW #2 – 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. – Anant Prabu
REVIEW #3 – 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. – pooja veturi
REVIEW #4 – 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. – Harjyot Singh Pandher
REVIEW #5 – I started my relationship with S9 in 2017. Met Urmila from the S9 team who is one of the best financial planners i have met and glad i did. A good turning point for me specially for someone who didn’t understand financial planning at all. She is the most calm and patient person who took some time to understand my financial goals and personal struggles and then come back with a solid plan for investments and financial future which i was comfortable with. One of the best decisions I made and it really helped me during a time of a personal crisis. Unfortunately due to certain personal realignments had to end the relationship with them in 2020, but even after that the Urmila and S9 team has been extremely responsive and instantly help with my queries and doubt. I am looking forward to start the relationship with them again when things are better. till then I would like to wish Urmila and the S9 team all the best and wishing them a great future. – Lijo Davis
REVIEW #6 – Had a fruitful discussion with Gaurav of S9. All my queries related to financial planning, investment, retirement, insurance and asset classes were clarified to my satisfaction. Also very flexible with time. Conversation and approach was very customer friendly.
Would strongly recommend anyone looking for second opinion on finance to go for it. The time alloted and the fee fully justified.
Good luck and All the best Team S9. – Magesh S
REVIEW #7 – I am happy with service provided by S9 Financial planners. Whenever I come with any investment thought first I contact to #Urmila Singh , She is very professional as the way she explain about investment strategies. She also explain and guide me in Health insurance and term insurance .
I really thanks to Urmila for financial planning. – Bhupesh Mali
REVIEW #8 – I have been wondering since quite a time why I need not worry about my investments. I realize it is the financial planner who helped me out to choose the funds and churn the portfolio as per the market demands. It is the trust that is build upon which they never let it down. The service is instant like if you have any doubts that are cleared well with the examples. Which helps to understand it in a better way. All thanks to s9 financial planner and it’s team. “Way wealthy we become we won’t become without their knowledge, expertise and support.” – Viral Shah
REVIEW #9 – 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. – Nihar Nandan Goswami
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