S9 Fintech

Mumbai, India Founded: 2020 • Age: 6 yrs
Provides wealth management, investment advice, and financial services to individuals and businesses.

About S9 Fintech

S9 Fintech is a Financial Services company based in Mumbai (India) founded in 2020. It provides wealth management, investment advice, and financial services to individuals and businesses. It operates on a B2C and B2B model. The company has 1 employees. Its Indian entity S9 Fintech Private Limited reported revenue of β‚Ή63.9 Lakh. S9 Fintech offers products and services including Portfolio Management Service, Alternate Investment Fund, Mutual Funds, Equity Risk Management, and Loans. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Advisory. Similar companies include UTI Mutual Fund, Avendus and 360 One; 2 of its 3 listed similar companies have raised funding.

Company details

S9 Fintech Pvt. Ltd. is a Mumbai-based wealth management firm operating for four years, offering services like portfolio management, mutual funds, loans, and equity risk management. They serve individuals and businesses by providing expert financial advice and customized investment strategies. The firm uses a dedicated app for tracking portfolios, focusing on risk assessment and growth potential to help clients achieve their goals.

  • Headquarters Mumbai, India
  • Employees 1
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website s9fintech.com
  • Legal Name S9 Fintech Private Limited
  • Date of Incorporation 04 Sep, 2020
  • Jurisdiction Thane, Maharashtra, India
Key Metrics
  • Annual Revenue
    ₹63.9 Lakh

    FY 2025 · -12% YoY

  • Net Profit
    ₹2 Lakh

    FY 2025 · 3% margin

  • EBITDA
    ₹2.7 Lakh

    FY 2025 · 4% margin

  • Employee Count
    1

Products & Services of S9 Fintech

S9 Fintech offers a comprehensive portfolio of products and services, including Portfolio Management Service, Alternate Investment Fund, Mutual Funds, Equity Risk Management, and Loans.

Portfolio Management Service
Wealth Management

Manages investment portfolios for personalized growth and risk control.

Alternate Investment Fund
Investment Services

Offers access to alternative investments for portfolio diversification.

Mutual Funds
Financial Products

Provides mutual fund options for balanced investment opportunities.

Equity Risk Management
Risk Advisory

Advises on equity risks to protect and optimize investments.

Loans
Financial Services

Facilitates loan options for business and personal financial needs.

MoneyAnna App
Digital Tools

App for tracking investments and monitoring portfolio performance.

Board of directors of S9 Fintech Private Limited (S9 Fintech)

S9 Fintech Private Limited is the primary company behind S9 Fintech. The board of S9 Fintech Private Limited currently have 2 directors; the longest-serving is Prasad Surapal Shetty, appointed in 2020.

DirectorDesignationAppointedTenureEntity
Prasad Surapal Shetty
DIN 08706591
Director04 Sep 20206 yrs 2 moS9 Fintech Private Limited
Gaurav Karnik
DIN 08706592
Whole-time director04 Sep 20206 yrs 2 moS9 Fintech Private Limited

Financials of S9 Fintech

Figures of S9 Fintech Private Limited, the primary company behind S9 Fintech, for FY 2025. Revenue was ₹63.9 Lakh (-12% year on year). Net profit was ₹2 Lakh (3% margin). EBITDA was ₹2.7 Lakh (4% margin). Revenue has grown at a compounded annual rate of +7% over three years.

  • ₹63.9 LakhRevenue · FY 2025 · -12% YoY
  • ₹2 LakhNet profit · 3% margin
  • ₹2.7 LakhEBITDA · 4% margin
  • ₹2 LakhPaid-up capital
  • +7%Revenue CAGR, 3 years

Balance sheet, profit and loss, cash flow and ratios of S9 Fintech Private Limited are on its company page.

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Detailed financial statements for S9 Fintech

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Similar companies to S9 Fintech

S9 Fintech has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, Avendus and 360 One.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
utimf.com2001Mumbai, India$142.4M1,468
Mutual funds, portfolio management, and retirement planning services are offered.
avendus.com1999Mumbai, India$178.11M215
Corporate advisory and investment services are provided to clients.
360.one2008Mumbai, India65
Asset and wealth management software is provided for businesses.
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Detailed similar companies of S9 Fintech

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Top companies in Investment & Wealth Tech

3 companies that operate in the same segment as S9 Fintech (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment consultant for future & options and commodities
1987Kochi, Kerala, IndiaUSD 71.52 M2,690
Technology-led financial products and infrastructure services are provided for consumers.
2021Mumbai, Maharashtra, IndiaUSD 145.66 MUSD 1.98 M376
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Frequently Asked Questions about S9 Fintech

S9 Fintech was founded in 2020.

S9 Fintech is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

S9 Fintech has 1 employees.

The primary company behind S9 Fintech, S9 Fintech Private Limited, reported revenue of β‚Ή63.9 Lakh for FY 2025, down 12% year on year.

S9 Fintech Pvt. Ltd. is a Mumbai-based wealth management firm operating for four years, offering services like portfolio management, mutual funds, loans, and equity risk management. They serve individuals and businesses by providing expert financial advice and customized investment strategies. The firm uses a dedicated app for tracking portfolios, focusing on risk assessment and growth potential to help clients achieve their goals.

S9 Fintech's top competitors include UTI Mutual Fund, Avendus and 360 One.

S9 Fintech offers Portfolio Management Service, Alternate Investment Fund, Mutual Funds, Equity Risk Management, and 2 more products and services.

S9 Fintech operates through S9 Fintech Private Limited.

The legal entities of S9 Fintech currently have 2 directors, including Prasad Surapal Shetty, Gaurav Karnik.

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