1 Finance: Financial Advisory

Features 1 Finance: Financial Advisory

Take control of your personal finances with our Qualified Financial Advisors from 1 Finance!Get your 1st Financial Plan worth ₹ 2,499 for FREE* (Limited Period Offer).Our Financial Advisors help you with your personal finance and guide you in Tax Planning & Filing, Will creation and help you analyse your portfolio to save on commission.
We offer a holistic perspective that covers all aspects of your personal finances such as: 1.
Tax Filing and Planning 2.
Investment planning3.
Insurance planning4.
Liability planning5.
Retirement planning6.
Will & Estate planning We carefully evaluate your insurance policies and analyse your investments for optimal growth.
At 1 Finance, our advisors can help you save commissions that you pay to your broker or agent while investing in Mutual Funds & Insurance.
1 Finance customers have saved over an average of ₹ 21,000 per year in commissions.No new demat account is needed for our services.No recurring fee or membership/subscription.
We do not sell any mutual funds or insurance.With 1 Finance : Qualified Financial Advisory you can :-
👉 File Your Income Tax Returns - Our tax consultants will carefully file your ITR (Income Tax Returns).
We create a strategic tax plan for you that not only aligns with the law but also helps you save on your taxes.

👉 Maximise Tax Savings - We will develop a customised long-term tax plan to legally minimise your tax money through strategies and deductions.
Not just 80C or 80D deductions, but a comprehensive tax-efficient strategy & execution.
👉 Will Creation - Our experts can assist to create a Will that aligns with your wishes, ensuring your legacy is protected precisely as you want.
From asset allocation to distribution, well help you in every step of Will creation & estate planning.
👉 Liability/Loan Planning - Get help with handling loans responsibly to minimise borrowing costs, create assets for the future, and strengthen your credit profile.Personalised Financial Guidance with MoneySign®At the core of 1 Finances approach is our patented MoneySign® Technology - a unique psychological assessment that reveals your financial personality.
With MoneySign®, you receive personalised financial guidance that aligns seamlessly with who you are, empowering you to achieve peace of mind.How to get started with the 1 Finance App?- Download the 1 Finance App.- Complete the MoneySign® assessment to confirm your eligibility for a discovery meeting.- Reserve your spot for a discovery meeting with our Financial Advisor.- Access and provide financial data to Financial Advisor.- Book a consultation with a Qualified Financial Advisor for insights and actionable steps for the next quarter as per your Personalised Financial Plan.- Get dedicated execution assistance to complete action steps.- Engage in monthly & quarterly check-ins to review and realign actionable.Dont wait to improve your personal finance!
Start your personalised financial journey with 1 Finance: Financial Advisory App today.1 Finance personal finance advisory based in Mumbai and is backed and mentored by marquee investor Marwadi Chandarana Group — a pioneering force in India’s financial services sector that also powers successful operations in the fields of education and alternative energy.
The Marwadi Chandarana Group with over 3 decades of experience comprises Marwadi University, Marwadi Financial Services, Pixon, and Marwadi Chandarana Intermediaries Brokers Private Limited (MCIPL).1 Finance Private LimitedSEBI RIA Registration No: INA000017523.
BASL Registration No: 1936.
Website: https://1finance.co.in/Disclaimer: Investments in the securities market are subject to market risks.
Read all the related documents carefully before investing.Download 1 Finance: Personal Financial Advisory App today and unlock your 1st Personalised Financial Plan for FREE* (limited time offer)!