1 Finance: Financial Advisory

1 Finance is reimagining the space of personal finance advisory in India.
We offer financial advice that takes into account who you are.
Achieve financial well-being through qualified, unbiased, and hyper-personalized advisory.

MoneySign™: Know your financial personality

MoneySign™ is a patented assessment developed by financial experts and researchers to identify your personality type based on your core traits and predispositions. The MoneySign™ assessment takes into account your aspirations, emotions and financial information to understand how you navigate money choices.

We have identified eight MoneySign™ profiles that best symbolize 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

Membership Benefits
Get access to a range of exclusive services designed to help you efficiently manage your finances.
- Personalized financial plan
- Consultations with Certified Financial Planners (CFP) and Chartered Wealth Managers (CWM®)
- Quarterly review of your finances
- Dedicated execution assistance
- Will 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-personalized Advisory through
- MoneySign™
- Financial Wellness Plan

Financial Wellness Plan: Your guide to achieving financial well-being

The Financial Wellness Plan provides a holistic assessment of your financial health along with customized actionable insights that align with your inherent personality and behavioral traits. Unlike any other financial plans that only touch upon certain specific aspects of a person’s finances - whether it is an investment plan, a tax plan or a cash flow budget, the Financial Wellness Plan offered by 1 Finance provides a complete picture of your current financial health encompassing all areas such as investments, debt, expense management, emergency savings, insurance; your past behavioural patterns that impact your financial decisions; and a blueprint of sound financial decisions that you can take in the future.


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

1 Finance Magazine: India’s first personal finance magazine
Insightful explainers, personal essays, and engaging features about the world of personal finance.

About 1 Finance
We at 1 Finance are reimagining the space of personal finance advisory in India. For us, this means offering advice that takes into account not just your financial status and life goals but also your traits and behaviours, in order to equip you with the ability to attain financial well-being. We’re doing this by building an ecosystem that caters to the long-term well-being of our members, and aligning our goals with the interests of all other stakeholders as well, which in turn triggers a shift towards transparency in the industry at large.

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.

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Since our users search us with various names like 1Finance, One Finance and ONEFinance, we are adding this extra line to help find us.