Collaborate in reimagining personal finance

Join a first of its kind financial advisory ecosystem

    Networking opportunities with fellow QFAs

    Client base looking out for financial advice

    Best-in-class operating system at your disposal

    Product research and ranking provision aided by algorithms

    Come partner with us in reimagining personal finance

    Steps to start collaborating with us and experience the
    1 Finance Partner Operating System

    Input your mobile number upon which
    you will receive an OTP.

    Enter the 6-digit code received on your
    mobile number.

    Upon your consent, our profile enrichment capabilities automatically fetch your PAN and Aadhaar card details securely to validate KYC OR You may share your PAN and Aadhaar card details manually by uploading the respective pictures of the documents.

    Details of your bank account are required to
    be provided by you.

    To help us understand your profile better and ensure that we match you with the right customer, a brief summary of your work experience needs to be inputted by you.

    After all the required information is given, you will be able to view your profile in a way that will be presented to the customer through the 1 Finance app they use. You may edit the details further, if required.

    1 Finance will email your login details by email, up on the backend
    team undertaking the onboarding formalities

    And now your 1 Finance journey as a QFA begins - Happy advising!

    Who is a Qualified Financial Advisor (QFA)?

    QFAs are those who are
    Chartered Accountants (CAs),
    Chartered Financial Analysts (CFAs),
    Certified Financial Planners (CFPs),
    Chartered Wealth Managers (CWMs),
    Registered Investment Advisors (RIAs), etc.,
    with the necessary educational qualifications, certifications, and experience that highlight the skill set of financial planning.

    Join us and let’s innovate together.

    Solving problems that have been existing in the personal
    finance industry for way too long.

    1 Finance Partner Operating System

    The best-in-industry financial advisory tools and resources for you

    Innovation in personal finances at its best!

    Key Features of the 1 Finance
    Partner Operating System

    • 1 View of clients’ financial position with automated reviews generated from client data
    • Research and ranking of over 50,000 financial instruments
    • Convenient online-offline provision meeting scheduler provision
    • Algo assisted recommendations for effective planning

    Benefits of the 1 Finance Partner
    Operating System for Financial Advisors

    The 1 Finance Partner Operating System makes life for the financial advisor easy and enjoyable.

    A customer set seeking QFAs, bridging the need gap that exists in personal finances

    Networking opportunities with a community of Qualified Financial Advisors (QFAs)

    Operations made easy for advisors through automated data consolidation and analytics

    Algo assisted research and recommendations make it faster to provide advice
    for clients

    If you have any queries, please refer to the FAQ document. To download FAQ’s click here.