1 Finance Approach

Guided by our qualified financial advisors, we offer a holistic perspective that covers all aspects of your personal finances.











Will & Estate


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How it works?

Assess, Analyse, Recommend

    Understanding you

  • Get your MoneySign® - A Patented Financial Personality Assessment
  • Your demographic profile


  • 1st call for financial data gathering with our advisor
  • 2nd call with our qualified financial advisor for a holistic financial plan
  • On demand assistance
  • Quarterly review of your finances

Get 1st Financial Wellness Plan worth ₹ 2,499 for


Financial Wellness Plan


Cashflow Planning

Ensures a balance between enjoying one's present lifestyle and building a secure financial future through strategic budgeting.

Insurance Planning

Assess your needs and policies to shield yourself from unexpected events and risks - prepare for what lies ahead.

Liability Planning

Handling debt responsibly to minimise borrowing costs, create assets for the future, and strengthen your credit profile.

Investment Planning

Evaluate your existing investments, diversify across asset classes to mitigate risks, and get guidance tailored to your financial wants and needs.

Tax Planning

Focus on choosing the right financial instruments and regime to reduce tax burdens and enhance returns.

Will & Estate Planning

Documenting your assets to ensure a seamless transition to your chosen beneficiaries, thereby cementing your legacy.

It’s never too late to
begin your financial planning

Frequently Asked Questions

How is financial planning different from investment planning?
Just like there’s more to your wellness routine than physical exercise, investment planning is only a small part of financial planning. A good financial plan includes emergency planning, investment planning, liability management, estate planning, retirement planning and tax planning. This holistic approach helps you achieve more than just returns on investment — it gives you peace of mind.
Will I be charged a fee after the first consultation?
Like any professional service, financial planners charge for each consultation, unlike agents who keep earning commissions off your investments and show up only when you’re making new investments. At 1 Finance, your first financial plan is complimentary, since most Indians have never experienced the impact of accurate and unbiased advice. After the first consultation, you may choose to take quarterly reviews and pay per session basis. The cost for these consultations are ₹2,499 per session. This fee includes a range of personalised services from qualified professionals. You can find more details about this in our Membership Benefits section.
Who is a Qualified Financial Advisor?
They are finance professionals who have any of the following qualifications — Investment Advisor (Level 1 or 2) certification, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP CM), Chartered Wealth Manager (CWM®), Chartered Accountant (CA), or SEBI-Registered Investment Advisor (RIA).
Do I have to open a Demat account to implement your recommendations?
This is one of the most important advantages of the ecosystem we’re building. Our intent is to help you receive and execute advice that you can trust. You can continue implementing our advice at your own discretion, with assistance from your current broker, bank or any other intermediary. 
Does 1 Finance charge a commission or sales cut from Financial product manufactures?
We have a zero-commission guarantee as part of our agreement with members. 1 Finance will never accept commission from any manufacturer, because that is what helps us stay unbiased across the system.

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