How can we assist you?
We offer financial advice that takes into account an individual’s financial status and life goals, and complement.
1 Finance works with a human-centric approach, with our focus solely on advice. We don't sell any products, and our advisors work without commissions or sales targets, ensuring every recommendation is genuinely in your best interest.
Holistic financial planning means looking at your entire financial life—not just one part of it. It includes income and expense planning, insurance planning, investment planning, loan planning, tax planning, will and estate planning, retirement planning, and setting future financial goals. The idea is to create a complete, balanced plan that helps you make smart financial decisions and stay financially secure at every stage of life.
MoneySign® is our unique assessment that reveals your financial personality. It's free and easy — just answer a few questions and you'll discover your financial strengths, weaknesses, and behaviours. Patented both in India and USA, MoneySign® helps you make smarter financial decisions. You can discover your MoneySign® by taking the MoneySign® Assessment on the 1 Finance app.
At 1 Finance, financial advisors use MoneySign® — a financial personality assessment — to deeply understand your financial behavior. By analysing your MoneySign® profile, advisors can offer hyper personalised advice that matches your unique approach to financial decision-making, and risk-taking.
The process is simple. Download the 1 Finance app, book a Discovery Meeting, and complete the MoneySign® assessment to understand your financial personality.
Share your current financial details, meet with a financial advisor, and get a personalised plan based on your overall finances and life goals.
Share your current financial details, meet with a financial advisor, and get a personalised plan based on your overall finances and life goals.
A Qualified Financial Advisor at 1 Finance is a professional trained to provide you with financial advice. As per Securities and Exchange Board of India (SEBI), they must hold NISM XA and XB certifications and have a relevant educational background, such as a degree in finance, accountancy, or similar fields. Our team includes highly skilled advisors with certifications like Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), Chartered Financial Analyst(CFA), and Chartered Accountant(CA), ensuring a well-rounded and comprehensive approach to your financial planning needs.
Your first financial plan with 1 Finance is complimentary. This means you can consult our financial advisor, get advice on your current finances, as receive a financial wellness plan and execution support — all at no cost. After the first consultation, you can choose to book the next session for ₹2,499.
Yes, we review your entire mutual fund portfolio to save commissions, identify overlapping schemes, unnecessary redundancies, and concentration risks to optimise your portfolio. We also offer tools like a Mutual Fund Overlap Calculator to make it easier for you to find overlap in their portfolios.
At 1 Finance, the security and privacy of your financial data is taken very seriously. Any information you share with us is collected only with your explicit consent and is used solely to offer you personalised financial guidance and services. We do not sell or misuse your data, and we’re legally bound to keep it confidential. In simple words, your data stays with you and is used only to help you make better financial decisions.
Yes, 1 Finance is a SEBI-Registered Investment Advisor (RIA), which means we are legally required to act in your best interest, with no commissions or hidden incentives influencing our recommendations.