1 Finance: Financial Advisory

1 Finance: Registered Investment Advisor & Planner

About this app

Get 1st Financial Plan worth ₹ 2,499 for FREE and secure your financial future with 1 Finance.

Financial planning is often misunderstood—some see it as just investment planning, while others think it's simply about creating a budget. But true financial planning goes far beyond that.

At 1 Finance, we offer comprehensive financial planning that seamlessly integrates every aspect of your life. Our Qualified Financial Advisors provide deep insights into your current financial situation, help you reassess your financial decisions, review your insurance coverage, assist with tax planning and ITR filing, and guide you with a clear, actionable roadmap to achieve financial well-being.

Key Features:

👉 Income Tax Planning and ITR Filing: Identify tax-saving opportunities and lower your tax liabilities. Our income tax planner and tax planning advisors will handle your ITR (Income Tax Return) filing with precision, whether you are filing for the current year, belated ITR or revising an existing one.

👉 Investment Planning: Analyse existing portfolios with Qualified Financial Advisors, save commissions with our unbiased mutual fund advisory and get help in mutual fund selection to optimise your portfolio.

👉 Insurance Planning: Get advice for choosing the right term, life and health insurance policies to protect your financial future with the right insurance advisory based on your needs.

👉 Loan Management: Manage existing loans, and make informed decisions on how to reduce EMIs or prepay loans for better financial control.

👉 Retirement Planning: Get a personalised retirement plan that fits your unique needs. Our retirement advisory approach starts with your vision for post-work life, calculates the financial resources you'll require, and helps you invest in the right retirement funds.

👉 Income and expense planning: Manage your income and expenses effectively to achieve lasting financial stability.

👉 Will Creation: Create a will to protect and preserve your legacy.

👉 DocuLocker: Securely store, manage & organise your financial documents all at one place, secured by AWS, offering 200 MB of free storage.

Why Choose 1 Finance?

Financial Planning: Get personalised financial planning tailored to your unique financial needs, considering all aspects of personal finance including income & expense planning, investment planning, insurance planning, loan planning, ITR filing, retirement planning, income tax planning, and even will planning, ensuring your legacy is safeguarded.

Qualified Financial Advisor: Financial Advisors at 1 Finance are professionals with top certifications like CFP®, CWM®, CFA®, CA, NISM XA XB, QPFP.

Unbiased Investment & Insurance Review: Save on insurance & mutual fund commissions with our in-depth analysis of your existing investments. (WE DO NOT SELL any financial products, we only offer financial planning).

MoneySign® Assessment: Our patented assessment tool in (India & USA) helps us understand your financial personality and create a truly personalised financial plan.

Steps to Get Started with Your Financial Planning:
1. Download 1 Finance: Personal Finance Advisory App.
2. Book a free discovery meeting with a Qualified Financial Advisor.
3. Complete a quick MoneySign® assessment to understand your financial personality.
4. Get a personalised Action Plan from a Qualified Financial Advisor.
5. Receive dedicated support and regular check-ins to review progress to ensure you are on track.

No Demat account needed
There is no recurring fee or membership/subscription
We work on a zero-commission basis

1 Finance Private Limited
SEBI RIA Registration No: INA000017523
www.1finance.co.in

Disclaimer: Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment of IA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Ratings and reviews

I am very disappointed with the 1 finance app. It takes too long to send the OTP verification for logging in or making transactions. Sometimes, I have to wait for more than 10 minutes to receive the OTP, and by then, it has already expired. This is very frustrating and makes me lose trust in the app. I hope the developers fix this issue soon, as it is affecting the user experience and the app’s reputation. I would not recommend this app to anyone until this problem is resolved.

I used this app to clear my financial doubts, and it was fantastic. The user-friendly interface made it easy to navigate, and the support team was incredibly helpful. They provided a personalized financial plan that made complex concepts simple. The app's goal-setting and educational resources were invaluable in helping me manage my finances better. I highly recommend this app for anyone looking to improve their financial situation.

The 1 Finance app offers personalized financial plans and easy-to-understand insights. The interface is clean, and the support team is very helpful. Highly recommended for anyone looking to manage their finances better!

What’s new

Here’s what you’ll find with this new release:

🌟 Regular Bug Fixes.