# 1 Finance: Financial Advisory — Personal Finance advisory > Personal Finance advisory (iPhone/iPad app by 1 Finance Private Limited.) - Source: https://appshunter.io/ios/app/1-finance/id1642047767 (this page in markdown: same URL + `.md`) - Developer: [1 Finance Private Limited](https://appshunter.io/developer/1619086942) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 12.0 · 85 MB - Languages: English - Released: 2022-09-28 - Data updated: 2025-02-13 - User reviews in markdown: https://appshunter.io/ios/app/1-finance/id1642047767/reviews.md ## What is 1 Finance? 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. ## Recent user reviews (10 of 0) All indexed reviews: https://appshunter.io/ios/app/1-finance/id1642047767/reviews.md ### 5/5 — Insightful Financial Guidance *2025-01-31* I recently had my first session with Mr. Krutarth at 1 Finance and it was a great experience. He explained everything really well, making the financial reports easy to understand. It gave me a clear idea of what steps I need to take for better financial planning. The process felt simple and well-organized and I’m looking forward to more helpful sessions in the future. **Developer response:** Hi Aditya, thank you so much for your kind words! We're committed to supporting you every step of the way. Looking forward to support you on your financial well-being journey. Please reach out to us for any assistance at care@1finance.co.in. ### 5/5 — Genuine and Trustworthy *2025-01-28* They are best set of experts in the market today. Moreover they are transparent, compliant, ethical and genuine. They always provide practical insights and keep customer in mind. They are polite and take business and customer interactions services seriously. Am telling this as I have been manipulated in the past by other financial planning companies and only 1finance was true and genuine to help me out. I now feel safe and secure with them. No stress nothing. So highly recommend people to use their services for ease of mind and happy life. With best investment advice **Developer response:** Hi Sushant, thank you so much for taking time to share your experience with 1Finance! Your ongoing feedback is invaluable as we embark on this long-term journey together. ### 5/5 — An one stop portal for complete personal finance *2024-12-18* I first discovered 1 Finance through one of their marketing campaigns and decided to give their financial advisory services a try. After experiencing their approach firsthand, I’m truly impressed by the positive impact their guidance has had. What sets them apart is not just the advice and planning, but the incredible support they provide in executing those plans. The hands-on assistance with implementation is what truly stands out. A special thanks to Niyati, Rahul, Siddhesh, and Raghu for making this journey such a great experience! **Developer response:** Hi Tarun, thank you so much for your kind words! We’re thrilled to hear that you had such a positive experience with our financial advisory services. Ensuring your satisfaction is our primary goal. Looking forward to support you on your financial well-being journey. ### 5/5 — Best in the business *2024-12-17* In a world where financial complexity often overshadows clarity,1 Finance emerges as a beacon of guidance, helping individuals rewrite their financial narratives. With cutting-edge tools, personalized insights, and a commitment to empowering users, this app transforms the way we manage money. It goes beyond just tracking expenses—offering actionable strategies, intelligent budgeting, and future-focused planning to build lasting financial stability. One Finance doesn’t just guide; it inspires confidence, helping you navigate challenges with precision and achieve your financial dreams effortlessly. **Developer response:** Hi Rajdeep, thank you so much for your kind words! We’re thrilled to hear that you had such a positive experience with our financial advisory services. Ensuring your satisfaction is our primary goal. Looking forward to support you on your financial well-being journey. ### 5/5 — Review for support group *2024-12-12* I had the pleasure of consulting Monica Malkani for financial advice, and she did a tremendous job guiding me on how to invest my money wisely. Her in-depth knowledge of market investments and her ability to explain complex terms and concepts in detail were truly impressive. Monica made the entire process easy to understand and empowered me to make informed decisions. I highly recommend her to anyone looking for expert financial guidance! I also want to appreciate Mayank Jain from the Execution Support Desk, who provided exceptional step-by-step assistance in buying term life insurance, health insurance, and even creating my will. His patience, clarity, and thorough approach made what could have been a complex process incredibly seamless. Mayank’s support was invaluable, and I’m grateful for his professionalism and expertise.” **Developer response:** Hi Alok, thank you so much for your kind words! We’re thrilled to hear that you had such a positive experience with our financial advisory services. We truly appreciate your recommendation. Ensuring your satisfaction is our primary goal. Looking forward to support you on your financial well-being journey. ### 5/5 — Medical insurance consultation *2024-12-07* Team 1Finance helped me tremendously with planning my personal finances The team at 1Finance was very professional and addressed all my queries related to medical insurance in addition to the one I have from my employer. Big shoutout to Rahul Wala and Siddesh for being very professional and patient in helping me ascertain the best policy that works for my family!! **Developer response:** Hi Shijil, thank you so much for your positive feedback on our financial advisory services. Ensuring your satisfaction is our primary goal. Please reach out to us for any assistance at care@1finance.co.in. Looking forward to support you on your financial well-being journey. ### 5/5 — Professional and Reliable *2024-09-24* I downloaded the app about a month ago and the experience has been good. My interactions have been with knowledgeable professionals. Assessments have been quite objective and scope for improvements in my financial plan have been mutually decided. I intend to connect with them periodically in the future. **Developer response:** Hi Yamini, thank you for sharing your experience on our financial advisory. Ensuring your satisfaction is our primary goal. Please reach out to us for any assistance at care@1finance.co.in. Looking forward to support you on your financial well-being journey. ### 5/5 — Tailored and dedicated customer service *2024-08-25* I recently experienced exceptional customer service from a 1Finance. Their team was responsive, attentive, and knowledgeable. They provided tailored advice on tax filing, maximizing deductions and credits. They also offered helpful tools for organizing tax documents. They provided a thorough financial assessment and educational resources for improving financial health. Their ongoing support and commitment to customer satisfaction were impressive. I highly recommend 1Finance for their outstanding service and complementary tax filing services. **Developer response:** Hi Unnikrishnan, thank you so much for your wonderful feedback! We're thrilled to hear that you had a positive experience with 1 Finance. We truly appreciate your kind words and recommendation. Ensuring your satisfaction is our primary goal. Looking forward to support you on your financial well-being journey. ### 4/5 — Exceptional Service and Hassle-Free Application Process *2024-07-29* I recently purchased a term plan from Max Life with the assistance of Rahul Vala from 1 Finance Company. The entire experience was seamless and stress-free, thanks to Rahul’s professionalism and expertise. He guided me through every step, ensuring I understood all the details and made the right choice. I highly recommend 1 Finance for their outstanding service and support. **Developer response:** Hi Rahul, thank you so much for your wonderful feedback! We're delighted to hear that our expertise and advices helped you navigate the process with ease. We truly appreciate your recommendation and looking forward to support you on your financial well-being journey. ### 5/5 — Exceptional Service and Hassle-Free Application Process *2024-07-26* I recently purchased a term plan from Max Life with the assistance of Rahul Vala from 1 Finance Company. The entire experience was seamless and stress-free, thanks to Rahul’s professionalism and expertise. He guided me through every step, ensuring I understood all the details and made the right choice. I highly recommend 1 Finance for their outstanding service and support. ## Version history (last 5 releases) ### 1.7.0+34 — 2023-09-08 Introducing New Version 1.7.0! Hey there! Fresh updates for you! Our previously trademarked MoneySign® is now officially registered. Enhanced appointment booking for smoother meetings. Experience smooth meetings effortlessly. Stay coordinated and handle your appointments with greater efficiency. Improved Journey tracker. Stay updated with live status, gain clear insights into your upcoming meetings, and easily track your financial journey with us. Take charge of your personal finances with our latest updates, designed to elevate your financial well-being and enrich your user experience. ### 1.6.0+31 — 2023-09-01 - Enhanced communication - Bug fixes ### 1.5.0+29 — 2023-08-05 1) End-to-End Advisory journey for Customers 2) Optimized Communication for customers at different stages 3) Enhanced Financial Wellness Plan 4) Enhancements in RIA and KYC flow ### 1.4.0 — 2023-07-03 1. Seamless Member Onboarding: Joining our community is now easier than ever with optimized member onboarding and enhanced user protection. 2. Enhanced Communication: Connect instantly and engage in real-time chats with our Member Success team. 3. Rectified minor glitches and enhanced overall efficiency. ### 1.3.3+25 — 2023-06-13 App Enhancement and Bug Fixes. ## Apps similar to 1 Finance | App | Rating | Price | Category | | --- | --- | --- | --- | | [StockClubs](https://appshunter.io/ios/app/stockclubs/id1582272143) | 5.0 (2) | Free | Finance | | [Trade Brains Portal](https://appshunter.io/ios/app/trade-brains-portal/id1590981027) | 3.3 (7) | Free | Finance | | [Investmint- News & Trading App](https://appshunter.io/ios/app/investmint/id1633434746) | — | Free | Finance | | [Smart Doc Upload](https://appshunter.io/ios/app/smart-doc-upload/id1533409084) | — | Free | Finance | | [SC Trading](https://appshunter.io/ios/app/sc-trading/id1128898599) | 1.0 (1) | Free | Finance | | [SBI Wealth](https://appshunter.io/ios/app/sbi-wealth/id1072340833) | 2.0 (1) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2025-02-13.*