Get 1
st
Financial Plan worth
₹ 2,499
/- for
FREE
Zero Commission
No Fixed Fee
Qualified Advice
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Also, save on commissions for your existing investments and insurance.
Veerala Hari Krishna
1Finance is amazing for comprehensive financial planning! It covers investments, liabilities, taxes, insurance, and cashflow. The app is user-friendly, and the MoneySign® assessment provided personalized insights. The qualified advisors offered clear, actionable plans. I love their no fixed fee and zero commission model. On-demand assistance and quarterly reviews are a plus. Highly recommend for anyone wanting to secure their financial future!
Vijay Sable
One of the best company to plan your personal finances. Those who really don't have much knowledge about personal finance should try it once. Company has developed very good application to process your information smoothly. They are not selling any scheme or products. Completely unbiased openion. I got first consultation free of cost. Thanks for creating this platform.
Kiran Thyag
These guys will make your life so easy and understandable by the way they guide and support you in your financial decisions. I had made many mistakes now they team is correcting each and everything with the ease. I wish they had started this earlier.
Siddhant Shrivastav
My experience with 1Finance was exceptional. The advisor took the time to truly understand my financial situation and provided clear, actionable steps to improve it. Their expertise and personalized approach made me feel confident about my financial future. Highly recommend!
Ankur Chatterjee
I dnt think I will be able to explain how good the process is with 1finance team. I think they are probably the only ones who want to listen to you and your goals. They gave me a customised plan for me to achieve what I wanted. You will also be amazed by the followups that they do and trust me they have NO INTEREST IN COMMISSION!!
Also, save on commissions for your existing investments and insurance.
We'll do our best to return your call within 1 hour of submitting your request. However, please note that callbacks are made during business hours only, between 10 AM and 8 PM.
The meeting can be scheduled at a time that suits you best and will be conducted on Google Meet.
During the meeting, our executive will collect your financial data and help you understand your financial personality using MoneySign®. They will also guide you through the next steps in the process.
The first meeting is free because many Indians have never experienced genuine financial consultation that solely serves their interests. During this meeting, you will understand your financial personality, consult with our advisor, ask questions, get advice, and receive a financial wellness plan—all at no cost, to help you take charge of your finances.
You will receive your financial plan following a consultation meeting with a Qualified Financial Advisor.
A Qualified Financial Advisor at 1 Finance holds top certifications such as CFP CM , CWM®, CFA, CA, NISM XA XB, QPFP, or SEBI RIA. They have extensive experience and expertise in all aspects of financial planning including income & expense planning, investment planning, retirement planning, tax planning, etc
No, opening a demat account is not required to start with 1 Finance. Our services are centered around financial planning, and we do not sell investment products.