Smart investing goes beyond just growing your money; it’s about making choices that secure your financial future. The team at Wella learned about the essentials of investing in the Smart Investing workshop. We covered topics like the art of diversification, understanding the delicate balance between risk and return, and even demystifying some common investing myths. Interested in empowering your team with these insights? Let’s plan a workshop for you. Fill out this form to start the conversation: https://lnkd.in/dwGetdbn #SmartInvesting #FinancialWellness #PortfolioDiversification #InvestmentStrategy #FinancialLiteracy
1 Finance
Financial Services
Mumbai, Maharashtra 49,194 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
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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 | Investment & Insurance | Independent Partner at 1Finance
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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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📢 Advance Tax Deadline Approaching! Missing the March 15 deadline could result in additional interest charges. Stay ahead by reviewing your tax obligations and making timely payments. ✅ Assess your advance tax liability ✅ Settle dues before the deadline ✅ Avoid unnecessary financial penalties Niyati Shah #AdvanceTax #TaxDeadline #TaxPlanning #FinancialAwareness #SmartFinances #IncomeTax #PersonalFinance
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In this week’s newsletter, we explore why financial planning is the key to unlocking your peace of mind. Learn how a well-structured financial plan can reduce stress, instil confidence to achieve future goals, and prepare you for any uncertainties that may arise. Additionally, we address how financial trauma shapes your money decisions, examining the psychological aspects that influence spending and saving behaviours.
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📈 How does price difference impact women financially? Niyati Shah, Vertical Head, Tax at 1 Finance, sheds light on how the 'pink tax' and income tax differences impact financial equality. Dive deeper into her insights on how tax reforms can support women's financial empowerment. Read the full article here: https://lnkd.in/dXnPY75w Mint #PersonalFinance #WomenAndMoney #FinancialEquality #PinkTax #GenderPayGap #TaxReforms #FairTaxation #WomenInFinance
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An unforgettable evening at Title Waves, Bandra, celebrating the launch of Money and Her! Author Lisa Pallavi Barbora captivated the audience with insights into her journey, the inspiration behind the book, and the lessons she gathered along the way. A thought-provoking and powerful panel discussion featuring Lakshmi Iyer, Sumaira Abidi, and Suranjana Borthakur, who shared their invaluable experiences and perspectives. A full house, engaging discussions, and an inspiring exchange of ideas made this evening truly special! Lakshmi Iyer, Suranjana Borthakur, Sumaira Abidi, Avanne Dubash #BookLaunch, #PersonalFinance, #WomenandFinance, #WomenInvestors, #WomenLeaders, #InspiringStories, #Moneyandher, #1Finance
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Did you know joint home ownership could significantly increase your tax savings? Discover how to utilize Sections 24(b) and 80C to reduce your home loan expenses. Chat with us to know more: https://lnkd.in/dy-cbp_Z Niyati Shah, Aakash Rachh #Section24b #Section80c #JointOwnership #HomeLoanTax #TaxSavings
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Author Lisa Pallavi Barbora visited our office for an exclusive literary session, sharing insights from Money & Her, sparking thought-provoking conversations, and leaving everyone inspired. From deep discussions on financial independence to personal book signings, it was an event to remember! A big thank you to Lisa and everyone who joined us—your enthusiasm made this session truly special! #MoneyAndHer #FinancialIndependence #1Finance
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Just sold a house? Wait before paying taxes! The government allows you to park your profits tax-free for up to 3 years while you plan your next move. Here’s how the Capital Gains Account Scheme works (and why every seller needs it!). Chat with us to know more: https://lnkd.in/dy-cbp_Z Niyati Shah, Ishita Tripathi [finance education, tax planning, personal finance, tax saving, invest smart, financial planning, capital gains tax]
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📉 Navigating the ups and downs of real estate? Keval Bhanushali (MLE℠), our CEO and co-founder, discusses the latest trends in promotional schemes in Mumbai and Gurugram. Find out how rising inventory and financing costs are influencing the market! Read his insights in the print version of Business Standard or read more here: https://lnkd.in/dyEuW-eS Business Standard, Namrata Kohli [real estate, mumbai property, property investment, home buying, property deals, construction finance]
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