Rachit Shetty’s internship at 1 Finance gave him hands-on experience in market analysis and research, focusing on unlisted companies. His efforts significantly enhanced his analytical skills, offering valuable insights into the complexities of this niche. We appreciate Rachit’s contributions and wish him success in his future endeavors. RACHIT SHETTY #InternJourney #PeopleAt1Finance
1 Finance
Financial Services
Mumbai, Maharashtra 43,326 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
-
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
-
Primary
-
Mumbai, Maharashtra, IN
Employees at 1 Finance
-
Harshit Patel, CFPᶜᵐ
Independent Partner at 1 Finance
-
Krishna Rath
SEBI Registered Investment Adviser | Independent Partner at 1Finance | Fee Only Financial Adviser.
-
Ritesh Gulrajani
SEBI Registered Investment Adviser with diversified interests in areas of Personal Finance, Investment Advisory, Corporate Trainings, Consulting and…
-
Apurva Singhi, CFP
Helping you upskill & upgrade in your personal finance career.
Updates
-
1 Finance Magazine featured a conversation between our Chief Editor, Kanan Bahl, and Mr. Aashish P Sommaiyaa, CEO at WhiteOak Capital Management in December'23. In this insightful discussion, he emphasised the significance of country diversification in managing portfolios, breaking down his approach to asset allocation with a global perspective. He also shared his views on balancing equity and real estate, while highlighting emerging markets that complement India’s growth. Through this magazine, we provide a platform for financial experts to share valuable knowledge, empowering financial advisors, asset managers, and industry leaders in the BFSI and Fintech sectors. If you’re part of this ecosystem and want to get a copy, join the waitlist at 1financemagazine[dot]com #GlobalDiversification #1FinanceMagazine
-
How 1 Finance helped a client save lakhs on loan interest. In India, rising household debt has become a growing concern, with personal loans leading many into financial traps. The ease of borrowing through digital apps and personal loans often pushes people into high-interest debt cycles that are hard to escape. We recently worked with a client earning ₹50 lakh annually but drowning in multiple loans. By analysing his finances and creating a tailored repayment plan, we helped him become debt-free 4 years ahead of schedule, saving him lakhs in interest payments. Watch the full video to see how we helped turn a debt crisis into a financial success story. If you’re facing a similar issue, drop a comment below, and we’ll reach out to help! Animesh Hardia, CFA, FRM #LiabilityPlanning #Documentary #FinancialWellnessMatters
-
Relive the highlights of the Global Financial Planner's Summit 2024! From insightful panel discussions to meaningful connections, this event brought together the brightest minds in the financial industry. Catch the key moments, inspiring conversations, and the energy that made this summit unforgettable. Thank you to all the speakers, guests, and attendees for making it a success! Keval Bhanushali (MLE℠)Jeet Marwadi Anooj Mehta, CWM®Animesh Hardia, CFA, FRM Radhika Gupta Feroze Azeez 🇮🇳 Rahul Jain Dinesh Pai Chandralekha MR Samir Bhandari Nikhil Aggarwal Siddhartha Bhaiya Saurabh Jain Ramakrishna NK Deepak Shenoy Rajeev Thakkar Neha Juneja Ankita Pathak Rishabh Jain Tobias Maag, CFP® Abhishek Ponia Manish Pandey Avanne Dubash Kavita Thapliyal #GFPSummit2024 #EventHighlights #WealthManagement #IndustryInsights
-
1 Finance Magazine featured a conversation between our Chief Editor, Kanan Bahl, and Gautam Adukia, Co-Founder at LiquiLoans. Gautam Adhukia is a forward-thinking leader known for driving innovation in financial lending through technology and customer-focused strategies. Through this magazine, we deliver expert knowledge and cultivate a community of financial advisors, asset managers, and industry leaders in BFSI and Fintech. If you’re part of this ecosystem and want to get a copy, join the waitlist at 1financemagazine [dot] com. #1FinanceMagazine
-
At the Global Financial Planner's Summit 2024, Karishma Gurav, SVP - Performance Marketing at 1 Finance, shared her key takeaways, expressing her pride in seeing more women actively participating in the financial industry. From being part of panel discussions to witnessing insightful conversations and book launches, Karishma emphasised the growing influence of women in finance. #GFPSummit2024 #WomenInFinance #PerformanceMarketing #FinancialIndustry
-
At the Global Financial Planner's Summit 2024, Akhil Rathi, SVP - Financial Concierge at 1 Finance, shared his key takeaways, emphasising the importance of combining investment strategies with a behavioural perspective in financial planning. He also highlighted how meaningful one-on-one conversations made the event stand out from the usual routine. #GFPSummit2024 #FinancialPlanning #InvestmentInsights
-
At the Global Financial Planner's Summit 2024, Manju Dhake, SVP - Insurance at 1 Finance, shared her key takeaways on the path towards a developed India, emphasising the shift from Viksit Bharat to Viksit Bhartiya, focussing on empowering customers through proper financial advice. She also addressed the causes of mis-selling, highlighting the critical role that customer awareness plays in preventing it. #GFPSummit2024 #InsuranceInsights #CustomerEmpowerment #FinancialAdvisor
-
At the Global Financial Planner's Summit 2024, Rajani Tandale, SVP - Mutual Funds at 1 Finance, shared her insights on the rising trend of thematic and sectoral funds. Rajani also weighed in on the ongoing debate between direct and regular plans, highlighting key advantages for investors. #GFPSummit2024 #MutualFunds #InvestmentInsights
-
At the Global Financial Planner's Summit 2024, Animesh Hardia, SVP - Quantitative Research at 1 Finance, shared his thoughts on a common misconception he often encounters in financial planning—how individuals should balance investments, loans, and taxes, and whether they have adequate coverage. He emphasised that relying on just one source for finance can lead to gaps in planning. Animesh also highlighted alternative investments as an exciting trend, especially with the new regulations, opening up more opportunities for investors. #GFPSummit2024 #FinancialPlanning #AlternativeInvestments #InvestmentStrategy