1 Finance: Financial Advisory 4+
Personal Finance advisory
1 Finance Private Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Get 1st Financial Plan worth ₹ 2,499/- for FREE. Also, save on commissions for your existing investments and insurance. Connect with a Qualified Financial Advisor now.
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 Offerings:
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 and organise your financial documents with DocuLocker 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.
What’s New
Version 2.5.1+50
- Regular Bug Fixes.
Ratings and Reviews
Review for support group
I had the pleasure of consulting Monica Malkani for financial advice, and she did a tremendous job guiding me on how to invest my money wisely. Her in-depth knowledge of market investments and her ability to explain complex terms and concepts in detail were truly impressive. Monica made the entire process easy to understand and empowered me to make informed decisions. I highly recommend her to anyone looking for expert financial guidance!
I also want to appreciate Mayank Jain from the Execution Support Desk, who provided exceptional step-by-step assistance in buying term life insurance, health insurance, and even creating my will. His patience, clarity, and thorough approach made what could have been a complex process incredibly seamless. Mayank’s support was invaluable, and I’m grateful for his professionalism and expertise.”
Developer Response ,
Hi Alok, thank you so much for your kind words! We’re thrilled to hear that you had such a positive experience with our financial advisory services. We truly appreciate your recommendation. Ensuring your satisfaction is our primary goal. Looking forward to support you on your financial well-being journey.
Neither 1 nor 5 I’ll give 3 - you like extremes??
Dear 1 Finance team,
Very good morning !!
It’s gonna take time so please bear with me.
Let’s start with your App - Very nice app, simple and easy to navigate as there is nothing much inside it.
Just a couple of questions for MS, meeting status and some other info which users feed.
I understand, having an App with good ratings is a good move to build trust among people. But is investing in app really worth it? I don’t think so.
Meeting scheduling and other stuff which your app currently does can be done in other ways. Which are cost-effective as well as equivalent to having an app. A PWA, for booking meetings you can directly use google calendar api to send and update invites and there are many other alternatives which you can implement.
Trust build automatically if the service you provide speaks for itself, which it is doing no doubt in it.
If I were you I would have added in-app meeting feature or could’ve used the other option.
Please note the above points are for 1 Finance App and not for Cred.
Your website - Nice website can be enhanced with look and feel. One thing which I found missing is Inconsistency - now I will leave the exploration of such areas on you guys. Maybe you guys can add MS question answer thing in your website only and serve it as ….
Software Engineer & Prop-firm trader (Options Trader) from Mumbai, Far-sighted eagle, FBS - 70, CTC - 40 Lakhs, Net worth 91.7 Lakhs
~ The Gallant
Developer Response ,
Hi Reviewer, Thank you for taking the time to share your feedback on our 1 Finance app and website. We appreciate your insights and suggestions for improvement. We would love to discuss further and would request you to reach out to us at care@1finance.co.in for a personal chat.
Comprehensive financial management solutions
I've been using 1 Finance App since January 2024, and I must say, it's been a game-changer for my financial journey. This app offers a comprehensive, one-stop platform that provides a 360-degree view of my finances. The assignees' connections are incredibly knowledgeable and have been instrumental in guiding me through various financial decisions.
One of the standout features of this app is the regular sessions for financial education they conduct. These sessions have been incredibly helpful in enhancing my financial literacy and empowering me to make informed decisions about my money.
Overall, I highly recommend 1 Finance App to anyone looking for a reliable and user-friendly solution for managing their finances effectively. It's truly been a valuable resource on my financial journey.
Developer Response ,
Hi Vivek, thank you for sharing your experience with our financial advisory. Your satisfaction is our top priority, we look forward to continuing to support you on your financial well-being journey.
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
Information
- Provider
- 1 Finance Private Limited
- Size
- 103.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 1 Finance: Registered Investment Advisor & Planner
- Price
- Free