1 Finance is reimagining the space of personal finance advisory in India.
Explore personal finance through hyper-personalised financial advisory tailored to suit not only your financial status & aspirations, but also your traits and behaviour.
MoneySign®: Know your financial personality
What is MoneySign®?
MoneySign® is a patented 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, the MoneySign® assessment takes into account your aspirations, emotions, and financial information to understand how you navigate money choices.
We have identified 8 MoneySign® profiles meticulously crafted by our financial experts that best symbolises a range of financial temperaments and attitudes.
Know which of the eight MoneySign® personalities you are:
Persistent Horse
Tactical Tiger
Opportunistic Lion
Virtuous Elephant
Far-Sighted Eagle
Vigilant Turtle
Enlightened Whale
Stealthy Shark
What do you get as a member of 1 Finance?
Elevate your financial planning journey through a comprehensive approach which includes wealth management, asset management, liability management, emergency planning, tax planning, cash flow planning, will and retirement planning. :
- Personalised financial plan
- Consultations with Certified Financial Planners (CFPCM) and Chartered Wealth Managers (CWM®)
- Quarterly review of your finances by certified financial advisors.
- Will planning
- Retirement planning
- Strategic tax planning
1 Finance Approach
Qualified Advisory by
- Certified Financial Planners (CFP)
- Registered Investment Advisor
- Chartered Wealth Managers (CWM®)
Unbiased Advisory means
- No sales
- No targets
- No commission
Hyper-personalised Advisory through
- MoneySign®
- Financial Wellness Plan
What does your Financial Wellness Plan provide?
It provides a comprehensive evaluation of your personal finance health, along with customised actionable insights that align with your personality and behavioural traits curated by certified personal finance advisors under our Financial Concierge Team.. Unlike any other financial plans that focus on limited aspects of a 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.
Financial Concierge Team: 1 Finance’s team of certified, qualified, and experienced financial planners, wealth managers, and personal finance advisors.
How to get started?
- Download the 1 Finance App
- Take the MoneySign® assessment
- Consultation with a Financial Concierge Specialist
- Get your Financial Wellness Plan
- Get dedicated execution assistance
- Quarterly review meetings
Read, learn & share financial insights from 1 Finance magazine while exploring ways of efficient wealth management and financial planning through our blogs.
About 1 Finance
We at 1 Finance are reimagining the space of personal finance advisory. For us, this means offering advice that takes into account not just your financial status and life goals but also your traits and behaviors, in order to equip you with the ability to attain financial well-being. Our mission is to enable millions of individual Indians to achieve true financial independence.
Backed and mentored by marquee investor Marwadi Chandarana Group — a pioneering force in India's financial services sectors, education, and alternative energy.
1 Finance Private Limited
SEBI RIA Registration No: INA000017523
Website: www.1finance.co.in
Disclaimer: Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
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