1 Finance: Financial Advisory 4+

Personal Finance advisory

1 Finance Private Limited

Designed for iPhone

    • 4.5 • 95 Ratings
    • Free

iPhone Screenshots

Description

Get Personalised Financial Planning from our Qualified Financial Advisors

Embark on this transformative journey - a holistic financial planning approach that covers all aspects of your personal finances.

How to get started with the 1 Finance App?
- Download the 1 Finance App
- Reserve your spot for a discovery meet with Financial Concierge Specialist
- Complete the MoneySign® assessment to confirm the meet
- Access and provide financial data to Financial Concierge Specialist
- Book a consultation with a Qualified Financial Advisor for insights and actionable steps for the next quarter as per your personalised Financial Wellness Plan
- Get dedicated execution assistance
- Engage in monthly & quarterly check-ins to review and realign actionables


What is Financial Wellness Plan?
It provides a comprehensive evaluation of your personal financial health, along with customised actionable insights that align with your personality and behavioural traits. Unlike any other financial plans that focus on limited aspects of your finances - the Financial Wellness Plan offers 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 and more.

What is MoneySign®?
MoneySign® is a patented scientific assessment developed by financial experts, researchers, and psychologists to identify your personality type based on your core traits and predispositions. Incorporating financial planning into the equation, from an advisory perspective the MoneySign® assessment helps us provide hyper-personalised recommendations, taking into account your traits and tailored to your needs and goals.

Who are the Financial Concierge Specialists?
A team of qualified financial professionals who hold certifications such as Certified Financial Planner (CFP) or Chartered Wealth Manager (CWM). Their role involves being in complete control of the members' journey at 1 Finance. This includes taking a member through the 1 Finance approach, assessing and collecting all financial data points, creating a hyper-personalised financial wellness plan with the help of quantitative models and reassessing and realigning actionables through the journey.

Who are the Qualified Financial Advisors (QFAs):
A team of qualified financial advisors that are certified with any of the following - CFP, CWM, CFA, CA, NISM XA XB, RIA, or QPFP. A certified individual can partner with 1 Finance as a QFA in order to assist 1 Finance in offering unbiased financial advice to its members and help them achieve financial well-being.

About 1 Finance
We at 1 Finance are reimagining the landscape of personal finance advisory in India. We are dedicated to delivering holistic financial planning tailored to your individual needs and life aspirations. It's this distinctive approach that sets us apart.

Through the expertise of our qualified financial advisors, we guide you towards tranquility by offering hyper-personalised and unbiased advice, empowering you to attain a state of financial well-being.


1 Finance is 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 (MCIBPL).


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.

What’s New

Version 2.2.0+42

1. Empty Slots? Request a call back from us.
2. Share your experience with family and friends.
3. Optional WhatsApp consent and other feature enhancements.

Ratings and Reviews

4.5 out of 5
95 Ratings

95 Ratings

Mishradeepak380 ,

Most fruitful advise

I would like to place on record my appreciation for Mr Krishna Rath who advised me on my financial goals and appropriate tools without recommending or pushing any specific brand. I am very satisfied with 1 finance ne the learning and advise I got from Mr Rath . It has most genuine and authentic financial advisors I got till date. They don’t scare you rather they educate you. Thank you and you guys are doing amazing work.

Developer Response ,

Hi Deepak, thanks for your positive feedback on our financial advisory. We're thrilled our advice has helped shape your goals. Your satisfaction is our top priority, and we look forward to further assisting you at 1 Finance. Your ongoing feedback is invaluable as we embark on this long-term journey together.

Pborate08 ,

Amazing experience!!

I am quietly amazed by the interface of the application. I have never seen such realistic assessment which helps you to identify your own situation where you stand right now and this app shows the vision of building a great balanced financial life which will help us to have a great financial goal. Looking forward to see how it goes. Appreciated the effort.

Developer Response ,


Hello Mr. Borate,

Thank you for your kind words! We're happy to hear that you're impressed with our app's interface and its ability to redefine your financial situation. Stay tuned for more exciting updates!

Shrinidhi warade ,

It can solve bigger issues with their solution

My experience was really great with one finance. I have already received a report from their side. They have mention all the details like which insurance I should buy and what kind of ELSS I should invest. Basically they have taken a really great initiative to solve the financial problem in the youth. So yeah I like it.

Developer Response ,

Hi Shrinidhi , We are absolutely thrilled to learn that you have had a positive experience with the Financial Wellness Report you received. Your proactive approach in following the actionable advice provided by our advisor is truly commendable, and we're delighted to see that it has resulted in the resolution of your financial challenges. Your appreciation and positive feedback hold significant value for us, and it inspires us to continue delivering exceptional financial services.

App Privacy

The developer, 1 Finance Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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