1 Finance: Financial Advisory

1 Finance: Registered Investment Advisor & Planner

About this app

Get your first financial plan worth ₹2499 complimentary

Financial planning is often misunderstood. Some perceive it as merely investment planning, while others think it’s solely about creating a budget. However, true financial planning goes far beyond these concepts.

At 1 Finance, we offer comprehensive financial planning that aligns with every aspect of your life. Our Qualified Financial Advisors (QFAs) provide in-depth insights into your financial situation, while our Chartered Accountants assist you with tax planning and ITR filing. Our QFAs help you assess your income and expenses, optimize your investment strategy, review your insurance coverage, and create a clear, actionable roadmap to achieve financial well-being.

Key Offerings:

👉 CA-Assisted ITR Filing: Our CAs will assist you in filing your income tax return (ITR). No chatbots, no AI. We ensure that you claim all necessary deductions, remain compliant with tax regulations & file your ITR accurately.

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

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

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

👉 Retirement Planning: Our comprehensive retirement advisory starts with your vision for post-work life, calculates the financial resources you will 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: Store and manage financial documents like ITRs, investment and insurance statements and your will securely in one place with 200 MB of free storage protected by Amazon Web Services.

👉 In-Person Meeting: You can meet our advisors for in-person consultations at select locations, depending on their availability.

Why Choose 1 Finance?

Personalised Financial Planning: Get a financial plan tailored to your unique needs, covering all aspects of personal finance, including income and expense planning, investment planning, insurance planning, tax planning and ITR filing, loan planning, retirement planning, and even Will planning to safeguard your legacy.

Qualified Financial Advisor: Our Qualified Financial Advisors hold top certifications, including NISM XA, NISM XB, CFP®, CWM®, CFA®, CA, and QPFP.

Unbiased Investment & Insurance Review: Save on insurance and 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 assessment, patented in India and the US, helps us understand your financial personality and create a 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

Zero-commission basis.
No Demat account needed.
No recurring fees or membership/subscription costs.

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

Disclaimer: Investment in the securities market is 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.