1 Finance: Financial Advisory 4+
Personal Finance advisory
1 Finance Private Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
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)!
What’s New
Version 2.5.0+49
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.
Ratings and Reviews
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.
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.
Outstanding Experience on consultation
I learned about this app on TVF Show Sapne vs Everyone and didn’t regret downloading and booking my first free consultation. The initial data collection, KYC and NDA was a little slow but overall experience of my own financial consultation was fabulous. My data collection, overall review, brainstorming session and true and factual advices/recommendations whether they are critical or appreciation were given to me. Both Shikha and Raghu made great efforts to showcase my financial details under one umbrella along with recommendations and advices for upcoming quarter. I am sure that this won’t be the last session but a start of a great investment in 1Finance.
Developer Response ,
Hi Pushpendra, thank you for sharing your experience with our financial advisory. Your satisfaction is our top priority, and 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
- 90.9 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