1 Finance: Financial Advisory 4+
Personal Finance advisory
1 Finance Private Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Take control of your personal finances with 1 Finance!
From Tax filing and Will creation to Savings on commissions on existing investments and insurance, 1 Finance is your one-stop solution for all your personal financial planning needs including - Cash Flow planning, Investment planning, Insurance planning, Liability planning and Retirement planning.
Our qualified financial planners provide financial planning guidance - from Tax Planning & Filing to maximise savings to Will creation to protect your assets.
We will carefully evaluate your insurance policies and analyse your investments for optimal growth.
Plus our unbiased advice will help you save a substantial amount of commissions on your existing insurance and mutual funds.
Get 1st Financial Plan worth ₹ 2,499 for FREE (One time only).
With 1 Finance you can :
File your income tax returns
Our team of expert 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 huge money on your taxes.
Maximise Tax Savings
Our tax experts will develop a customised long-term tax plan to legally minimise your tax money through strategies and deductions. Not just 80C and Investments, but a comprehensive tax-efficient strategy & execution
Will creation: Create your Will easily
Our experts will create a Will that aligns with your wishes, ensuring your legacy is protected precisely as you want.
From asset distribution to naming guardians for your children, we'll help you in every step of Will creation & estate planning.
Save commissions on your existing investments and insurance
At 1 Finance, our unbiased financial planning advisors can help you save commissions that you pay to your broker or agent while investing in Mutual Funds. On average, 1 Finance customers have saved over ₹ 21,000 per year in commissions.
Save on commissions with our unbiased advice. Get Started Today!
Personalised Financial Guidance with MoneySign®
At the core of 1 Finance's 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
- Reserve your spot for a discovery meeting with our Financial Advisor
- Complete the MoneySign® assessment to confirm the meet
- Access and provide financial data to Financial Concierge Specialist
- 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
- Engage in monthly & quarterly check-ins to review and realign actionable
Don't wait! 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 Limited
SEBI 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 today and unlock your FREE personalised financial plan (limited time offer)!
What’s New
Version 2.3.0+46
1 Finance offers financial planning solutions covering:
- Tax Filing & Planning
- Savings on commissions on existing investments and insurance policies
- Investment, liability, and retirement planning
- Will creation & Estate Planning
- Direct WhatsApp connect with your designated Financial Advisor
- End-to-end execution assistance on your recommended action steps
Get 1st Financial Plan worth ₹ 2,499 for FREE and secure your financial future with 1 Finance.
- Significantly reduce commissions on your insurance and mutual funds.
- We do not sell any mutual funds or insurance.
- No new demat account is needed for our services.
- No recurring fee or membership / subscription.
Ratings and Reviews
Comprehensive financial management solutions
I've been using 1 Finance App since January 2024, and I must say, it's been a game-changer for my financial journey. This app offers a comprehensive, one-stop platform that provides a 360-degree view of my finances. The assignees' connections are incredibly knowledgeable and have been instrumental in guiding me through various financial decisions.
One of the standout features of this app is the regular sessions for financial education they conduct. These sessions have been incredibly helpful in enhancing my financial literacy and empowering me to make informed decisions about my money.
Overall, I highly recommend 1 Finance App to anyone looking for a reliable and user-friendly solution for managing their finances effectively. It's truly been a valuable resource on my financial journey.
Developer Response ,
Hi Vivek, thank you for sharing your experience with our financial advisory. Your satisfaction is our top priority, we look forward to continuing to support you on your financial well-being journey.
Outstanding Experience on consultation
I learned about this app on TVF Show Sapne vs Everyone and didn’t regret downloading and booking my first free consultation. The initial data collection, KYC and NDA was a little slow but overall experience of my own financial consultation was fabulous. My data collection, overall review, brainstorming session and true and factual advices/recommendations whether they are critical or appreciation were given to me. Both Shikha and Raghu made great efforts to showcase my financial details under one umbrella along with recommendations and advices for upcoming quarter. I am sure that this won’t be the last session but a start of a great investment in 1Finance.
Developer Response ,
Hi Pushpendra, thank you for sharing your experience with our financial advisory. Your satisfaction is our top priority, and we look forward to continuing to support you on your financial well-being journey.
Wonderful experience and transparency
1 Finance stands out for its transparency and financial expertise. It offers clear breakdowns of fees and performance, fostering trust and informed decision-making. The app's comprehensive educational resources cater to all levels of financial literacy, empowering users with knowledge. Its detailed analysis tools provide valuable insights into spending, investments, and retirement planning, aiding in strategic financial management. Overall, 1 Finance is a must-have for anyone serious about mastering their finances, offering unmatched transparency, knowledge, and analytical depth.
Developer Response ,
Hi Amantrit, thank you for your valuable feedback on our financial advisory. Your satisfaction is our top priority, and we look forward to further assisting you at 1 Finance. Your ongoing feedback is invaluable as we embark on this long-term journey together.
App Privacy
The developer, 1 Finance Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- 1 Finance Private Limited
- Size
- 75.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 1 Finance: Registered Investment Advisor & Planner
- Price
- Free