Every Family Deserves an Anna

Someone who listens, guides and stays honest about money.

MoneyAnna — Our Story · Option C

Our story

"People deserve guidance, not guilt. They need someone who listens without judgment, understands their situation, and helps them make better financial decisions."

— Prasad Shetty, Director, MoneyAnna

2011

S9 founded as a partnership firm

Driven by a dream of unbiased advice.

2014

50 families served

A growing circle of trust.

2020

S9 Fintech Pvt. Ltd. incorporated

Building stronger foundations for the future.

2023

1,000+ families guided

Trust spreading through word-of-mouth.

2024

The Brand MoneyAnna is born

Bringing brotherly warmth to a world of numbers.

2025

₹200 Cr AUM crossed

Growing with the Client's Growth.

2026

MoneyAnna App launched

Guidance, now just a tap away.

MoneyAnna — Mission & Values

Our mission & values

Because Every Money Decision Deserves Understanding

Our mission

To create a space where families feel heard, seek guidance without fear of judgment, and make money decisions with confidence.

The Anna promise

We will meet you where you are, and walk beside you to where you want to be.

2011

Founded

1,000+

Families

ARN

172316

Three values that guide everything

Transparency

Advice is only valuable when it can be trusted. We believe every charge, every conflict of interest and every recommendation should be visible and understandable.

ARN disclosed upfront No hidden charges Honest about underperformance

Personalisation, Not Products

No family is the same, so no financial plan should be. Every recommendation begins with your goals, responsibilities and aspirations.

Goals-first always Full financial picture We decline clients we can't help

Clarity Is Respect

Money can be complex. We believe guidance should never be. If you leave confused, we haven't done our job.

Plain language always Families included Post-meeting summaries