1 Finance: Financial Advisory

1 Finance: Registered Investment Advisor & Planner

À propos de l'application

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)!