Financial planning and advisory

Know your financial personality

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MoneySignTM discovered

Science behind the MoneySignTM

Your path to financial well-being

STEP 1

Take MoneySignTM assessment

Identify the inherent traits and behavioural patterns that influence your financial decisions.

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STEP 2

Check eligibility

Financial exposure equal to or more than ₹20 lakhs in investments, savings, loans and insurance.

STEP 3

Speak to our Financial Concierge Specialist

Get on a call to understand how we can help.

STEP 4

Get a Financial Wellness Plan

Receive personalised recommendations from certified experts, based on an in-depth analysis of all aspects of your finances.

STEP 5

Check in with quarterly reviews

Fine-tune your financial plan periodically, with reliable guidance from our qualified financial advisors.

Start your journey

Personal finance magazine from India
Personal finance magazine from India
Personal finance magazine from India
Personal finance magazine from India

A one-of-a-kindPersonal finance magazine from India

Stories that run the gamut — from breaking down why it’s hard to talk about money to what makes the ‘Buy Now, Pay Later’ trend tricky to navigate — and sharp insights from the experts.

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Use our Commission Analyser to know your financial products better

Use our Commission Analyser to know your financial products better

Understand the commission component of your insurance policies and mutual fund schemes, with our Commission Analyser.

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There’s chatter about us

Be it Finance or Life, there are very few people who are looking out for your interests. In my entire life, I have fallen for numerous ill advised financial schemes. But glad now there are platforms like 1Finance, great initiative👍

11:58 AM

Dec 9, 2022

When I started earning money, one truth never stopped chasing me. Unsolicited advice.
"Mutual funds, real estate, crypto & more” All I needed at that point was a trusted financial strategy, no high commissions & no misled info.
Good thing that @1FinanceHQ , doing exactly that.

11:58 AM

Dec 9, 2022

Mis-selling of financial products is an unfortunate reality. Great to see a brand raising awareness about such an issue which is widespread but rarely spoken about …
@1FinanceHQ

11:03 AM

Dec 9, 2022

What you’ll get as a member

Benefits include access to a range of exclusive services — all designed to help you efficiently manage your finances.

Holistic financial planning

Get end-to-end assistance on tax planning, investment planning, retirement planning, estate planning, as well as cash flow, insurance and liability planning.

Qualified personalised advice

Consult Certified Financial Planners and Chartered Wealth Managers to create a strategy attuned to your financial behaviour.

Commission-free recommendations

Receive advice that is independent and unbiased, without any vested interest in the financial instruments that are recommended for you.

Get Started

Annual fee

₹9,999

Free for the first 1,000 members

What people are saying

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AWS cloud security

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256-bit encryption

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Token-based authentication

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Transport layer security

To secure the communication between you and the server.