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 is a new-age personal finance institution, reimagining the space of personal finance advisory in India. We guide members towards financial independence and well-being, using a unique approach rooted in psychology and human experience. Unlike traditional services, 1 Finance's platform addresses prevalent issues in the personal finance advisory space. 1 Finance offers financial advisory that takes into account not just your financial status and life goals, but also your traits and behaviours.
MoneySign® is a patented assessment tool developed by financial experts, researchers, and psychologists to identify your personality type based on your core traits and predispositions. We have identified eight MoneySign® profiles that best symbolise a range of financial temperaments and attitudes.
Insights from the MoneySign® framework enable us to provide hyper-personalised recommendations, considering your traits and behaviour, tailored to your needs and goals. This represents a necessary shift from the cookie-cutter approach to personal finance planning that is commonly adopted across the financial services industry.
Financial well-being refers to the state of being content and in control of one's financial journey. It is a multi-dimensional concept that depends on four key variables: an individual's personal situation, their level of financial awareness, their financial choices, and the macroeconomic environment.
A QFA refers to a finance professional who possesses one or more of the following qualifications: Investment Advisor (Level 1 and 2) certification, Chartered Financial Analyst (CFA), Certified Financial Planner (CFPCM), Chartered Wealth Manager (CWM®), Chartered Accountant (CA), or SEBI-Registered Investment Advisor (RIA).
At 1 Finance, we exclusively provide financial advisory services by QFAs to our members. These advisors take a holistic financial approach to assess your financial situation and identify areas that require attention in order to improve your financial well-being.
We have a strict ZERO sales policy at 1 Finance. You will never receive any sales calls from 1 Finance or its associates.
We safeguard your information. We are committed to protecting the privacy of your data.
