1 Finance: Financial Advisory 2.5.1

Take control of your personal finances with the Qualified Financial Advisors at 1 Finance!

Receive your first Financial Plan valued at ₹ 2,499 for FREE* (Limited Time Offer).

Our Financial Advisors provide personal finance assistance, guiding you in Tax Planning & Filing, Will creation, and helping you analyze your portfolio to save on commissions.

We provide a comprehensive perspective that encompasses all aspects of personal finances including:

• Tax Filing and Planning
• Investment planning
• Insurance planning
• Liability planning
• Retirement planning
• Will & Estate planning

We meticulously evaluate your insurance policies and analyze your investments for optimal growth.

At 1 Finance, our advisors can assist you in saving on commissions paid to your broker or agent when investing in Mutual Funds & Insurance. Our customers have saved an average of ₹ 21,000 per year in commissions.

No new demat account is required for our services. There are no recurring fees, membership subscriptions, or sales of mutual funds or insurance policies.

With 1 Finance: Qualified Financial Advisory, you can:

• File Your Income Tax Returns - Our tax consultants will efficiently file your ITR (Income Tax Returns).
• Maximize Tax Savings - Develop a custom long-term tax plan to legally minimize tax payments through strategic deductions and savings.
• Will Creation - Expert assistance in creating a custom Will to safeguard your legacy.
• Liability/Loan Planning - Guidance in handling loans responsibly to minimize borrowing costs and strengthen credit profile.

Personalized financial guidance is offered through MoneySign® at the core of 1 Finance's approach. MoneySign® Technology reveals your financial personality and provides tailored financial advice for achieving peace of mind.

To get started with the 1 Finance App:

1. Download the 1 Finance App.
2. Complete the MoneySign® assessment for a discovery meeting eligibility check.
3. Schedule a discovery meeting with our Financial Advisor.
4. Access and provide financial data to the Financial Advisor.
5. Book a consultation with a Qualified Financial Advisor for insights based on your Personalised Financial Plan.
6. Receive dedicated assistance in executing the financial action steps.
7. Engage in monthly & quarterly reviews to realign actionable steps.

Start your personalized financial journey with the 1 Finance Financial Advisory App today to enhance your personal finance strategies!

An exclusive personal finance advisory service based in Mumbai, 1 Finance is supported and guided by renowned investor Marwadi Chandarana Group. With over three decades of experience, the Marwadi Chandarana Group operates in various sectors including education, alternative energy, and financial services through entities like Marwadi University, Marwadi Financial Services, Pixon, and Marwadi Chandarana Intermediaries Brokers Private Limited (MCIPL).

Note: Investments in the securities market involve market risks. Ensure to review all associated documents before investing.

*Limited time offer - Download 1 Finance: Personal Financial Advisory App today and receive your first Personalized Financial Plan for FREE!