1 Finance: Financial Planner

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About this app

1 Finance is reimagining the space of personal finance advisory in India.
We offer financial advisory that takes into account not just your financial status and life goals, but also your traits and behaviours. Achieve financial well-being through qualified, unbiased, and hyper-personalised advisory.

MoneySign™: Know your financial personality

What is MoneySign™?
MoneySign™ is a patented assessment developed by financial experts, researchers, and psychologists 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 symbolise 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 🦈

Insights from the MoneySign™ framework enable us to provide hyper-personalised recommendations that are tailored to your financial needs and goals.

What you get as a member of 1 Finance?
Get access to a range of exclusive services designed to help you efficiently manage your finances:

- Personalised financial plan
- Consultations with Certified Financial Planners (CFPCM) and Chartered Wealth Managers (CWM®)
- Quarterly review of your finances
- Will planning
- Retirement 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-personalised Advisory through
- MoneySign™
- Financial Wellness Plan

Financial Wellness Plan: Your guide to achieving financial well-being

What does your Financial Wellness Plan provide?
It provides a holistic assessment of your financial health, along with customised 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 - the Financial Wellness Plan provides a comprehensive financial planning which includes wealth management, asset management, liability management, emergency planning, tax planning, cash flow planning, will and retirement planning - encompassing all areas such as investments, debt, expense management, emergency savings, insurance.

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
- Zero commission guarantee
- Quarterly review meetings

1 Finance Magazine
Get your hands on a one-of-a kind personal finance magazine. Read, Listen, Learn & Share!

Learn More Blogs
Explore how our solutions will assist you in taking control of your finances.

About 1 Finance
We at 1 Finance are reimagining the space of personal finance advisory in India. 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.

Our mission is to enable millions of individual Indians, just like you, to achieve true financial independence.

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.

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

Disclaimer: Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
Updated on
May 23, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info
Data is encrypted in transit
You can request that data be deleted

What's new

📱 Experience a seamless journey with our enhanced app!
🧔‍♂️ Get expedited consultations with priority access!
💬 Stay updated with helpful notifications.
📖 Discover our latest addition to the Magazine: "Ask a QFA"!