Did you know that unclaimed money worth crores is stuck in banks, funds, and policies simply because there’s no Will? A Will isn’t just about passing on wealth—it’s about securing your family’s future, avoiding disputes, and ensuring your wishes are honoured. Our guide covers everything you need to know about Will planning in India. Don’t wait. Protect your legacy today! Connect with 1 Finance to create or update your Will. #WillPlanning #MakeAWillMonth #FinancialWellnessMatters
1 Finance
Financial Services
Mumbai, Maharashtra 40,279 followers
Get a holistic & personalised Financial Wellness Plan.
About us
At 1 Finance, we 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. Embark on this transformative journey - a holistic financial planning approach that covers all aspects of your personal finances. This includes planning of investments, liabilities, insurance, tax, cash flow, will, and retirement. Through the expertise of our qualified financial advisors, we guide you towards tranquillity by offering hyper-personalised and unbiased advice, empowering you to attain a state of financial well-being. Financial well-being can be defined as a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow enjoyment of life. It's not just about creation of wealth, but also about nurturing your mental and emotional 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 also comprises Marwadi University, Marwadi Financial Services, Pixon, and Marwadi Chandarana Intermediaries Brokers Private Limited (MCIBPL).
- Website
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https://1finance.co.in/
External link for 1 Finance
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Privately Held
- Specialties
- Personalized Advisory and Financial Services
Locations
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Primary
Get directions
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Mumbai, Maharashtra, IN
Employees at 1 Finance
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Harshit Patel, CFPᶜᵐ
Independent Partner at 1 Finance
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Krishna Rath
SEBI Registered Investment Adviser | Independent Partner at 1Finance | Fee Only Financial Adviser.
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Ritesh Gulrajani
SEBI Registered Investment Adviser with diversified interests in areas of Personal Finance, Investment Advisory, Corporate Trainings, Consulting and…
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Apurva Singhi, CFP
Helping you upskill & upgrade in your personal finance career.
Updates
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Our Founder and MD, Jeet Marwadi, will be sharing his insights on early-stage investments at the Global Fintech Fest. Don't miss out on this great opportunity to gain insights from industry leaders.
Fund Manager at Yatra Angel Network || Positional trader || Ichimoku (目均衡表) practitioner
Join us for a riveting panel discussion on Angel Wings: Taking Flight with Early-Stage Investments at Global Fintech Fest When: August 28, 2024, 3:55 PM - 4:55 PM Where: Hall 102, Jio World Convention Center Join me with fellow Panelists Abhay Agarwal, Founder & Fund Manager of Piper Serica Sweta Rau, Founder & GP of White Venture Capital Rajat Mehta, COO-PMS of Mehta Equities Limited Dhruv Dhanraj Bahl, Managing Partner of Eternal Capital (India) Jeet Marwadi, Founder of 1 Finance Discover insights from industry experts on the nuances of early-stage investing. Don't miss this opportunity to learn from the best! #AngelInvestment #EarlyStageInvesting #VentureCapital #Startup #PanelDiscussion #LinkedInLive Abhishant Pankaj Sagrika Mohammed Ishan Priyamoni Preksha
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Are you slipping into a debt trap? Debt can be a useful tool, but without careful management, it can get out of control. One of our customers thought he was stuck in debt, but with our expert guidance, he realised he wasn’t. Are you managing your debt well, or do you need some support? Download the 1 Finance App now and get in touch with our qualified financial advisor: https://lnkd.in/gbc467A6 #DebtManagement #FinancialWellness #LiabilityPlanning #CustomerStories
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From Asset Allocation to Will Planning, 1 Finance covers the A to Z of financial planning. Our advert, featured today in ET Wealth, highlights how our comprehensive service is designed to secure your financial future. No commissions—just honest, personalised advice from qualified financial advisors. Ready to take control of your financial health? Visit 1finance.co.in today. #FinancialPlanning
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Get insights on the ongoing review of the Income Tax Act from CA Arvind Rao, Founder at Arvind Rao & Associates. Learn how the proposed changes could simplify tax laws, reduce litigation, and bring more certainty to your financial planning. Watch now to understand how these changes might impact you! Full episode Link: https://lnkd.in/d6R4VsSN #IncomeTaxReview #TaxPlanning #CAArvindRao #ExpertTake #FinancialPlanning
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Dive into this week's Weekly Economic Insights with CS Soumya Jain, covering the review of the Income Tax Act, bank credit, and potential changes to deposit insurance. Plus, catch CA Arvind Rao’s expert analysis on the implications of the Income Tax Act after its comprehensive review. Stay ahead in finance! Watch now to see how these developments could influence your financial strategy #FinanceNews #IncomeTaxReview #P2PLending #DepositInsurance #WeeklyEconomicInsights
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At WhyNot Advertising, we conducted a Personal Finance Workshop which was designed to help employees improve their financial knowledge. Mohini Mahadevia, Founder at Solufin, esteemed member of our Advisory Committee and Yamini Shah, AVP - Strategic Alliance at 1 Finance led the workshop, guiding participants through the importance of financial planning. We appreciate the support of Khushi Joshi, Founder at Why Not Advertising, and Vinith Nair, Business Consultant at Why Not Advertising, for their assistance in conducting this workshop. It was truly rewarding to see the employees actively participate in the session. Together, we're committed to building a workplace culture that values financial literacy and overall well-being. Want to host a Personal Finance Workshop at your company? Connect with us to bring valuable financial insights to your team: https://lnkd.in/dfe_cjGC Meet Shah #FinancialWellnessMatters #FinancialEducation #PersonalFinance #FinanceWorkshop
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Are you making the most of your retirement savings? The National Pension System (NPS) offers a tax-efficient way to build your retirement corpus while enjoying long-term wealth creation. But are you aware of all the benefits it provides? From tax deductions to flexible investment choices, NPS could be your key to a more secure financial future. Discover how much you could grow your retirement savings with 1 Finance’s NPS Calculator and plan for a comfortable retirement today: https://lnkd.in/detAq6ny #RetirementPlanning #FinancialPlanning #NationalPensionScheme
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Get ready for a financial planning experience like never before! India’s 1st Financial Planning Centre is set to launch in Thane, bringing you personalised advice from qualified financial advisors committed to helping you achieve your specific goals. With everything you need under one roof, your journey to tailored strategies, expert guidance, and a secure financial future is just around the corner. Follow 1 Finance and stay tuned for more details! #FinancialPlanning #FinancialPlanningCentre #FinancialWellnessMatters
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Do you feel overwhelmed when managing your finances? Often, setting financial goals and keeping track of investments can be a difficult task. Here's a story of one of our customers who found clarity with 1 Finance's one-on-one consultations and personalised financial plans. Download the 1 Finance App now and connect with our qualified financial advisor today: https://lnkd.in/gbc467A6 #1FinanceReviews #CustomerTestimonials #CustomerStories #FinancialPlanning