1 Finance: Financial Advisor 4+

Financial Planning & Advisory

1 Finance Private Limited

Designed for iPhone

    • 4.6 • 41 Ratings
    • Free

iPhone Screenshots


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.

What’s New

Version 1.3.2+24

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"!

Ratings and Reviews

4.6 out of 5
41 Ratings

41 Ratings

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!

Gourav47 ,

Excellent Experience

Excellent product. Clean app and very smooth to use. Getting your money sign generated is very exciting!
The magazine section has excellent blogs that share great insights on personal finance and more.

Developer Response ,

Hi Gourav, it is delightful to hear such positive words, and it’s always a pleasure to serve our users. Experience our fresh App upgrade, V1.3.0.

Paritosh Awasthi ,

Amazing people

In this time 1finance team is doing commendable job
Thanks to them from heart keep growing.

Developer Response ,

Hey Paritosh, thank you for your kind words and support! We're delighted to hear that you find the 1 Finance team's work commendable. Your encouragement means a lot to us. We'll continue working hard to provide you with the best financial experience.

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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