1 Finance: Financial Advisory
Personal Finance advisory
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Description

Take control of your personal finances with our Qualified Financial Advisors from 1 Finance!
Get your 1st Financial Plan worth ₹ 2,499 for FREE* (Limited Period Offer).
Our financial advisors help you with your personal finance and guide you in Tax Planning & Filing, Will creation and help you analyse your portfolio to save on commission.

We offer a holistic perspective that covers all aspects of your personal finances such as
1. Tax Filing and Planning
2. Investment planning
3. Insurance planning
4. Liability planning
5. Retirement planning
6. Will & Estate planning

We carefully evaluate your insurance policies and analyse your investments for optimal growth.

At 1 Finance, our advisors can help you save commissions that you pay to your broker or agent while investing in Mutual Funds & Insurance. 1 Finance customers have saved over an average of ₹ 21,000 per year in commissions.

No new demat account is needed for our services.
No recurring fee or membership/subscription.
We do not sell any mutual funds or insurance.

With 1 Finance : Qualified Financial Advisory you can:

> File Your Income Tax Returns - Our tax consultants will carefully file your ITR (Income Tax Returns). We create a strategic tax plan for you that not only aligns with the law but also helps you save on your taxes.

> Maximise Tax Savings - We will develop a customised long-term tax plan to legally minimise your tax money through strategies and deductions. Not just 80C or 80D deductions, but a comprehensive tax-efficient strategy & execution.

> Will Creation - Our experts can assist to create a Will that aligns with your wishes, ensuring your legacy is protected precisely as you want. From asset allocation to distribution, we'll help you in every step of Will creation & estate planning.

> Liability/Loan Planning - Get help with handling loans responsibly to minimise borrowing costs, create assets for the future, and strengthen your credit profile.

Personalised Financial Guidance with MoneySign®
At the core of 1 Finance's approach is our patented MoneySign® Technology - a unique psychological assessment that reveals your financial personality.
With MoneySign®, you receive personalised financial guidance that aligns seamlessly with who you are, empowering you to achieve peace of mind.

How to get started with the 1 Finance App?
- Download the 1 Finance App.
- Complete the MoneySign® assessment to confirm your eligibility for a discovery meeting.
- Reserve your spot for a discovery meeting with our Financial Advisor.
- Access and provide financial data to Financial Advisor
- Book a consultation with a Qualified Financial Advisor for insights and actionable steps for the next quarter as per your personalised Financial Plan
- Get dedicated execution assistance to complete action steps.
- Engage in monthly & quarterly check-ins to review and realign actionable

Don't wait to improve your personal finance! Start your personalised financial journey with 1 Finance: Financial Advisory App today.

1 Finance personal finance advisory based in Mumbai and is backed and mentored by marquee investor Marwadi Chandarana Group — a pioneering force in India’s financial services sector that also powers successful operations in the fields of education and alternative energy. The Marwadi Chandarana Group with over 3 decades of experience comprises Marwadi University, Marwadi Financial Services, Pixon, and Marwadi Chandarana Intermediaries Brokers Private Limited (MCIPL).

1 Finance Private Limited
SEBI RIA Registration No: INA000017523. BASL Registration No: 1936.
Website: https://1finance.co.in/

Disclaimer: Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

Download 1 Finance: Personal Financial Advisory App today and unlock your 1st Personalised Financial Plan for FREE* (limited time offer)!
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User Rating

4.61 out of 5

143 ratings in India

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Ratings History

Reviews

Great financial services

Su₹ya on

1Finance is really one of the best financial service company there advisors are top notch they hire great industry experts to solve your financial problems . Would recommend everyone to have the money sign assessment.

Just Go For It!

Kiran Thyag on

These guys will make your life so easy and understandable by the way they guide and support you in your financial decisions. I had made many mistakes now they team is correcting each and everything with the ease. I wish they had started this earlier.

Nice work 1 finance is doing

CA Krishna joshi21 on

Great app to understand your finances and way ahead

Best finance advice

Akı3196 on

So far free session felt like paid knowledge looking forward to stay connected best in market advice

Good service

NIRAJ N on

They provided detail report and not pushy towards selling any products.

Amazing!

Ankur9127 on

I dnt think I will be able to explain how good the process is with 1finance team. I think they are probably the only ones who want to listen to you and your goals. They gave me a customised plan for me to achieve what I wanted. You will also be amazed by the followups that they do and trust me they have NO INTEREST IN COMMISSION!!

Must use service

AkshatBhargava on

In today's age of hidden agendas, there's hardly anyone thinking about the consumer and hence having an unbiased qualified advisory Brand like 1finance at your disposal is very comforting. Had a very fruitful and reassuring discussion with Mr Raghu. Highly recommend it.

Super beneficial for financial planning

Realistic09 on

I came across to this app through web series. I downloaded the app and booked appointment for my self. Krutharth helped me in the initial process and how to get start with. After that I had financial consultation with Mr. Krishna Rath. He explained me all the factors about my financial situation and made action plan for better planning. He is very knowledgeable person. I am very much impressed about one finance teams and their application feature. Must try for your financial planning.

Thoroughly professional services

Kunal43s on

Loved the way 1Finance team went about its core philosophy of helping DIY investors with professional expertise. QFP assigned to me was really helpful and gave me comprehensive advice on my finances, goals and took time to address all my queries. Strongly recommend using their services

Thank you!

Abhishek Meel on

Loved the application and the service! Cannot thank enough!

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App Info

Category
Finance
Languages
English
Recent version
2.4.1+48 (1 month ago )
Released on
Sep 28, 2022 (1 year ago )
Last updated
4 weeks ago