Why partner with 1 Finance?
10,039 Cr+
Value Under Advisory
65+
QFA's Onboarded
121,000+
App Downloads
61,000+
MoneySign® Completed
Who is a Qualified Financial Advisor?
An experienced individual with qualifications such as CFPCM, CWM®, CFA, CA, NISM XA XB, QPFP, SEBI RIA who understands and practices holistic financial planning that includes investment planning, insurance planning, liability management, taxation planning, emergency planning, cash flow planning, retirement planning, will and estate planning. A QFA is somebody who is focused on the best interest of their clients and is focused on improving financial wellness of their clients.
Some of our partners
![harshit patel](/images/become-a-qfa/harshit-patel.png)
Harshit Patel
Founder & CEO, Invest Wissen
Experience: 20+ years
![nishant batra](/images/become-a-qfa/nishant-batra.png)
Nishant Batra
Chief Goal Planner, Holistic Prime Wealth
Experience: 18+ years
![charmi shah](/images/become-a-qfa/charmi-shah.png)
Charmi Shah
Co Founder, Torient Services
Experience: 10+ years
![monika malkani](/images/become-a-qfa/monika_malkani.png)
Monica Malkani
SEBI Registered Investment Advisor
Experience: 25+ years
![krishna rath](/images/become-a-qfa/krishna_rath.png)
Krishna Rath
SEBI Registered Investment Advisor
Experience: 20+ years
![magic-box image](/images/become-a-qfa/countless-benefit-img.png)
Discover the countless benefits that await you!
No joining fees, no imposed targets
Earn hourly fees, like any professionals
Access 1 Finance product research and recommendations
Utilise the best-in-class Enterprise Operating System
Onboarding Process
- Check Eligibility
- Fill in your details
- Get connected with the 1 Finance Partner Success Team
- Experience 1 Finance offerings as a client
- Onboarding as a QFA with 1 Finance
Eligibility Criteria
- Certification - CFPCM / CWM® / CFA / CA / SEBI RIA / QPFP / NISM XA XB