Connect with a
Qualified Financial Advisor

Managing your own finances may seem simple, but financial planners in India bring expertise, strategy, and long-term vision to help you make smarter financial decisions. They provide a structured approach to handling income, expenses, investments, taxes, and other aspects of your finances. They help you avoid common financial pitfalls, optimise investment returns, save on taxes, and build a secure retirement plan.

Working with a financial advisor offers numerous benefits, including personalised financial planning, objective guidance, and expert insights that can help you navigate complex investment landscapes. A financial advisor can help you set realistic financial goals, optimize your portfolio to balance risk and reward, and plan for major life events like retirement or buying a home. They also provide ongoing monitoring and adjustments to your financial plan as market conditions or personal circumstances change, ultimately saving you time and potentially avoiding costly mistakes. This professional support enables you to make informed decisions and stay focused on long-term financial security.

Choosing a financial advisor is about finding someone who truly understands your financial goals and acts in your best interest. Start by looking for certifications like CFP, CFA, or SEBI-registered investment advisors (RIA) to ensure they have the right expertise. Experience matters too—pick someone who specializes in the areas you need help with, whether it's investments, tax planning, or retirement strategies. Make sure they’re upfront about their fees so you know whether they earn commissions from selling products or provide unbiased, fee-only advice. A good advisor should take the time to understand your needs, risk tolerance, and long-term plans rather than pushing generic solutions. Check reviews, ask for referrals, and ensure they communicate well and keep you updated. The right advisor will not just manage your money but also guide you through financial decisions with clarity and confidence.

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