Identify the inherent traits and behavioural patterns that influence your financial decisions.
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Receive personalised recommendations from certified experts, based on an in-depth analysis of all aspects of your finances.
Fine-tune your financial plan periodically, with reliable guidance from our qualified financial advisors.
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Stories that run the gamut — from breaking down why it’s hard to talk about money to what makes the ‘Buy Now, Pay Later’ trend tricky to navigate — and sharp insights from the experts.
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ExploreBenefits include access to a range of exclusive services — all designed to help you efficiently manage your finances.
Get end-to-end assistance on tax planning, investment planning, retirement planning, estate planning, as well as cash flow, insurance and liability planning.
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Just like there’s more to your wellness routine than physical exercise, investment planning is only a small part of financial planning. A good financial plan includes emergency planning, investment planning, liability management, estate planning, retirement planning and tax planning. This holistic approach helps you achieve more than just returns on investment — it gives you peace of mind.
Like any professional service, financial planners charge for each consultation, unlike agents who keep earning commissions off your investments and show up only when you’re making new investments. At 1 Finance, your first financial plan is complimentary, since most Indians have never experienced the impact of accurate and unbiased advice. After the first consultation, you may choose to take quarterly reviews and pay on an hourly basis or sign up for an annual membership plan. Currently, these consultations are priced at ₹2, 500 per hour and ₹9,999 per annum. This fee includes a range of personalised services from qualified professionals. You can find more details about this in our Membership Benefits section.
They are finance professionals who have any of the following qualifications — Investment Advisor (Level 1 or 2) certification, Chartered Financial Analyst (CFA), Certified Financial Planner (CFPCM), Chartered Wealth Manager (CWM), Chartered Accountant (CA), or SEBI-Registered Investment Advisor (RIA).