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1 Finance: Financial Planning

Personal Finance advisory

Разработчик: 1 Finance Private

Описание

1 Finance is reimagining the space of personal finance advisory in India.
We offer financial advice that takes into account who you are.
Achieve financial well-being through qualified, unbiased, and hyper-personalized advisory.
MoneySign™: Know your financial personality
MoneySign™ is a patent pending assessment developed by financial experts and researchers to identify your personality type based on your core traits and predispositions. The MoneySign™ assessment takes into account your aspirations, emotions and financial information to understand how you navigate money choices.
We have identified eight MoneySign™ profiles that best symbolize a range of financial temperaments and attitudes.
Know which of the eight MoneySign™ personalities you are:
Persistent Horse
Tactical Tiger
Opportunistic Lion
Virtuous Elephant
Far-Sighted Eagle
Vigilant Turtle
Enlightened Whale
Stealthy Shark
Membership Benefits
Get access to a range of exclusive services designed to help you efficiently manage your finances.
- Personalized financial plan
- Consultations with Certified Financial Planners (CFP) and Chartered Wealth Managers (CWM®)
- Quarterly review of your finances
- Dedicated execution assistance
- Will planning
- Strategic tax planning
1 Finance Approach
Qualified Advisory by
- Certified Financial Planners (CFP)
- Registered Investment Advisor
- Chartered Wealth Managers (CWM®)
Unbiased Advisory means
- No sales
- No targets
- No commission
Hyper-personalized Advisory through
- MoneySign™
- Financial Wellness Plan
Financial Wellness Plan: Your guide to achieving financial well-being
The Financial Wellness Plan provides a holistic assessment of your financial health along with customized actionable insights that align with your inherent personality and behavioral traits. Unlike any other financial plans that only touch upon certain specific aspects of a person’s finances - whether it is an investment plan, a tax plan or a cash flow budget, the Financial Wellness Plan offered by 1 Finance provides a complete picture of your current financial health encompassing all areas such as investments, debt, expense management, emergency savings, insurance; your past behavioural patterns that impact your financial decisions; and a blueprint of sound financial decisions that you can take in the future.

How to get started?
- Download the 1 Finance App
- Take the MoneySign™ assessment
- Consultation with a Financial Concierge specialist
- Get your Financial Wellness Plan
- Get dedicated execution assistance
1 Finance Magazine: India’s first personal finance magazine
Insightful explainers, personal essays, and engaging features about the world of personal finance.
About 1 Finance
We at 1 Finance are reimagining the space of personal finance advisory in India. For us, this means offering advice that takes into account not just your financial status and life goals but also your traits and behaviours, in order to equip you with the ability to attain financial well-being. We’re doing this by building an ecosystem that caters to the long-term well-being of our members, and aligning our goals with the interests of all other stakeholders as well, which in turn triggers a shift towards transparency in the industry at large.
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.
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Since our users search us with various names like 1Finance, One Finance and ONEFinance, we are adding this extra line to help find us.
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1 Finance Частые Вопросы

  • Приложение 1 Finance бесплатное?

    Да, 1 Finance полностью бесплатное и не содержит встроенных покупок или подписок.

  • Является ли 1 Finance фейковым или мошенническим?

    ✅ Приложение 1 Finance кажется качественным и надежным. Пользователи очень довольны.

    Спасибо за ваш голос

  • Сколько стоит 1 Finance?

    Приложение 1 Finance бесплатное.

  • Сколько зарабатывает 1 Finance?

    Чтобы получить оценку дохода приложения 1 Finance и другие данные AppStore, вы можете зарегистрироваться на платформе мобильной аналитики AppTail.

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История оценок

1 Finance Отзывы Пользователей

An one stop portal for complete personal finance

Tarun5555 on

Индия

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

Rajdeep Bhattacharya on

Индия

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

alokzzzzz on

Индия

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

Shijil2011 on

Индия

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!

Blahqueen1408 on

Индия

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

Debashis B on

Индия

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

Ritu0605 on

Индия

Thank you for helping to choose best health insurance

Waste of time

Nasim Ali Khan on

Индия

Plan is very expensive

Excellent Advise

Ajju_021 on

Индия

They have completely simplified the understanding of personal finance, the kind of in-depth analysis and the way of explanation was great

Good Service

Rohitinpune on

Индия

Siddesh and Rajni Madam Helped me with my Mutual Funds portfolio Extremely knowledgeable person with helpful nature

Ключевые слова

1 Finance Установки

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1 Finance Доход

30дн.

1 Finance Доходы и Загрузки

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Информация о приложении

Категория
Finance
Разработчик
1 Finance Private
Языки
English
Последнее обновление
2.5.0+49 (2 месяца назад )
Выпущено
Sep 28, 2022 (2 года назад )
Также доступно в
Индия
Обновлено
17 часов назад
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