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Get your 1st financial plan for FREE
Also, save on commissions for your existing investments and insurance.
Frequently Asked Questions
When will I receive the call back?
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.
When and where will the meeting take place?
The meeting can be scheduled at a time that suits you best and will be conducted on Google Meet.
What will happen in the meeting?
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.
Why is the first Consultation meeting free?
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.
When will I get the financial plan?
You will receive your financial plan following a consultation meeting with a Qualified Financial Advisor.
What are the qualifications of a QFA (Qualified Financial Advisor)?
A Qualified Financial Advisor at 1 Finance holds top certifications such as CFPCM, 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
Do I Need to Open a Demat Account to Start with 1 Finance?
No, opening a demat account is not required to start with 1 Finance. Our services are centered around financial planning, and we do not sell investment products.