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 per session basis. The cost for these consultations are ₹2,499 per session. 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 (CFP ^CM), Chartered Wealth Manager (CWM®), Chartered Accountant (CA), or SEBI-Registered Investment Advisor (RIA).

This is one of the most important advantages of the ecosystem we’re building. Our intent is to help you receive and execute advice that you can trust. You can continue implementing our advice at your own discretion, with assistance from your current broker, bank or any other intermediary. 

We have a zero-commission guarantee as part of our agreement with members. 1 Finance will never accept commission from any manufacturer, because that is what helps us stay unbiased across the system.