Why partner with 1 Finance?
2,000 Cr+
Value Under Advisory
30+
QFA's Onboarded
40,000+
App Downloads
26,000+
MoneySign® Completed
Who is a Qualified Financial Advisor?
An experienced individual with qualifications such as CFPCM, CWM®, CFA, CA, NISM XA XB, QPFP, SEBI RIA who understands and practices holistic financial planning that includes investment planning, insurance planning, liability management, taxation planning, emergency planning, cash flow planning, retirement planning, will and estate planning. A QFA is somebody who is focused on the best interest of their clients and is focused on improving financial wellness of their clients.
Some of our partners

Viral Bhatt
Founder, Money Mantra
Experience: 17+ years

Yogita Dand
Founder, Svarasa
Experience: 10+ years

Nitesh Buddhadev
Founder, Nimit Consultancy
Experience: 17+ years

Rishabh Lodaya
Founder, RSL & Co.
Experience: 17+ years

Charmi Shah
Co Founder, Torient Services
Experience: 17+ years

Discover the countless benefits that await you!
No joining fees, no imposed targets
Earn hourly fees, like any professionals
Access 1 Finance product research and recommendations
Utilise the best-in-class Enterprise Operating System
Onboarding Process
- Check Eligibility
- Fill in your detailsJoin Now
- Get connected with the 1 Finance Partner Success Team
- Experience 1 Finance offerings as a client
- Onboarding as a QFA with 1 Finance
Eligibility Criteria
- Certification - CFPCM / CWM® / CFA / CA / SEBI RIA / QPFP / NISM XA XB