Get Personalised Financial Planning from our Qualified Financial Advisors

Embark on this transformative journey - a holistic financial planning approach that covers all aspects of your personal finances.

How to get started with the 1 Finance App?
- Download the 1 Finance App
- Reserve your spot for a discovery meet with Financial Concierge Specialist
- 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 Wellness Plan
- Get dedicated execution assistance
- Engage in monthly & quarterly check-ins to review and realign actionables


What is Financial Wellness Plan?
It provides a comprehensive evaluation of your personal financial health, along with customised actionable insights that align with your personality and behavioural traits. Unlike any other financial plans that focus on limited aspects of your finances - the Financial Wellness Plan offers comprehensive financial planning which includes wealth management, asset management, liability management, emergency planning, tax planning, cash flow planning, will and retirement planning - encompassing all areas such as investments, debt, expense management, emergency savings, insurance and more.

What is MoneySign®?
MoneySign® is a patented scientific assessment developed by financial experts, researchers, and psychologists to identify your personality type based on your core traits and predispositions. Incorporating financial planning into the equation, from an advisory perspective the MoneySign® assessment helps us provide hyper-personalised recommendations, taking into account your traits and tailored to your needs and goals.

Who are the Financial Concierge Specialists?
A team of qualified financial professionals who hold certifications such as Certified Financial Planner (CFP) or Chartered Wealth Manager (CWM). Their role involves being in complete control of the members' journey at 1 Finance. This includes taking a member through the 1 Finance approach, assessing and collecting all financial data points, creating a hyper-personalised financial wellness plan with the help of quantitative models and reassessing and realigning actionables through the journey.

Who are the Qualified Financial Advisors (QFAs):
A team of qualified financial advisors that are certified with any of the following - CFP, CWM, CFA, CA, NISM XA XB, RIA, or QPFP. A certified individual can partner with 1 Finance as a QFA in order to assist 1 Finance in offering unbiased financial advice to its members and help them achieve financial well-being.

About 1 Finance
We at 1 Finance are reimagining the landscape of personal finance advisory in India. We are dedicated to delivering holistic financial planning tailored to your individual needs and life aspirations. It's this distinctive approach that sets us apart.

Through the expertise of our qualified financial advisors, we guide you towards tranquility by offering hyper-personalised and unbiased advice, empowering you to attain a state of financial well-being.


1 Finance is 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 (MCIBPL).


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.