1 Finance: Financial Advisory

1 Finance: Registered Investment Advisor & Planner

About this app

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)!

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 accidentally landed 1 Finance a month ago, and found it truly value adding to my portfolio.. Their ETF overlap calculator is awesome. Their personal finance session is one of the best class. Yet to file taxes with their help, but worth trying this one-stop-solutions provider!!

Its really unique concept and one that many need given today's huge number of financial options. In my interaction during the discovery meet as well as QFA, I felt that they genuinely care about helping you and making your financial situation better. The summary they provide after both the meetings is very details and informative. If you are new at it, I can guarantee you would have never thought about your financials this way. I highly recommend this. They have the first meet free of cost.

What's new

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

🌟 Don’t miss out! 1st Financial Plan worth ₹2,499 for FREE* (Limited Period Offer).
🌟 Instantly Receive a Call Back on your Request.
🌟 Schedule your meeting at your convenience any day.
🌟 Enhanced User Experience and Interactions.