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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1 Finance FAQ
Is 1 Finance free?
Yes, 1 Finance is completely free and it doesn't have any in-app purchases or subscriptions.
Is 1 Finance legit?
✅ The 1 Finance app appears to be high-quality and legitimate. Users are very satisfied.
I first discovered 1 Finance through one of their marketing campaigns and decided to give their financial advisory services a try. After experiencing their approach firsthand, I’m truly impressed by the positive impact their guidance has had. What sets them apart is not just the advice and planning, but the incredible support they provide in executing those plans. The hands-on assistance with implementation is what truly stands out. A special thanks to Niyati, Rahul, Siddhesh, and Raghu for making this journey such a great experience!
Best in the business
In a world where financial complexity often overshadows clarity,1 Finance emerges as a beacon of guidance, helping individuals rewrite their financial narratives. With cutting-edge tools, personalized insights, and a commitment to empowering users, this app transforms the way we manage money. It goes beyond just tracking expenses—offering actionable strategies, intelligent budgeting, and future-focused planning to build lasting financial stability. One Finance doesn’t just guide; it inspires confidence, helping you navigate challenges with precision and achieve your financial dreams effortlessly.
Review for support group
I had the pleasure of consulting Monica Malkani for financial advice, and she did a tremendous job guiding me on how to invest my money wisely. Her in-depth knowledge of market investments and her ability to explain complex terms and concepts in detail were truly impressive. Monica made the entire process easy to understand and empowered me to make informed decisions. I highly recommend her to anyone looking for expert financial guidance!
I also want to appreciate Mayank Jain from the Execution Support Desk, who provided exceptional step-by-step assistance in buying term life insurance, health insurance, and even creating my will. His patience, clarity, and thorough approach made what could have been a complex process incredibly seamless. Mayank’s support was invaluable, and I’m grateful for his professionalism and expertise.”
Medical insurance consultation
Team 1Finance helped me tremendously with planning my personal finances The team at 1Finance was very professional and addressed all my queries related to medical insurance in addition to the one I have from my employer. Big shoutout to Rahul Wala and Siddesh for being very professional and patient in helping me ascertain the best policy that works for my family!!
Great App!
Very helpful app. Amazed by the concept of helping people by providing financial education as it is the need of the hour. My 1st with my financial adviser was full of helpful insights and guidance to further build my finances for the future. Thank you for all your help!
Neat and Organised Review Done
The team is well organized and have good knowledge of their subject. They have a well furnished office at Thane Hiranandani. The staff is very well behaved and it was good to discuss with Mr. Siddharth who gave me some valuable advice.
Life insurance
Thank you for helping to choose best health insurance
Waste of time
Plan is very expensive
Excellent Advise
They have completely simplified the understanding of personal finance, the kind of in-depth analysis and the way of explanation was great
Good Service
Siddesh and Rajni Madam Helped me with my Mutual Funds portfolio
Extremely knowledgeable person with helpful nature
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