| مطوّر البرامج: | 1 Finance: Registered Investment Advisor & Planner (1) | ||
| السعر: | مجاني | ||
| لتصنيفات: | 5 (1) | ||
| المراجعات: | 0 أكتب مراجعة | ||
| قوائم: | 1 + 0 | ||
| النقاط: | 2 + 0 ¡ | ||
| Google Play | |||
الوصف
Financial planning is often misunderstood. Some perceive it as merely investment planning, while others think it’s solely about creating a budget. However, true financial planning goes far beyond these concepts.
At 1 Finance, we offer comprehensive financial planning that aligns with every aspect of your life. Our Qualified Financial Advisors (QFAs) provide in-depth insights into your financial situation, while our Chartered Accountants assist you with tax planning and ITR filing. Our QFAs help you assess your income and expenses, optimize your investment strategy, review your insurance coverage, and create a clear, actionable roadmap to achieve financial well-being.
Key Offerings:
👉 CA-Assisted ITR Filing: Our CAs will assist you in filing your income tax return (ITR). No chatbots, no AI. We ensure that you claim all necessary deductions, remain compliant with tax regulations & file your ITR accurately.
👉 Investment Planning: Analyse existing portfolios with QFAs, save commissions with our unbiased mutual fund advisory and get help in mutual fund selection to optimise your portfolio.
👉 Insurance Planning: Get advice on choosing the right term, life and health insurance policies to protect your financial future based on your unique needs.
👉 Loan Management: Manage existing loans and make informed decisions on how to reduce EMIs or prepay loans for better financial control.
👉 Retirement Planning: Our comprehensive retirement advisory starts with your vision for post-work life, calculates the financial resources you will require, and helps you invest in the right retirement funds.
👉 Income and expense planning: Manage your income and expenses effectively to achieve lasting financial stability.
👉 Will Creation: Create a Will to protect and preserve your legacy.
👉 DocuLocker: Store and manage financial documents like ITRs, investment and insurance statements and your will securely in one place with 200 MB of free storage protected by Amazon Web Services.
👉 In-Person Meeting: You can meet our advisors for in-person consultations at select locations, depending on their availability.
Why Choose 1 Finance?
Personalised Financial Planning: Get a financial plan tailored to your unique needs, covering all aspects of personal finance, including income and expense planning, investment planning, insurance planning, tax planning and ITR filing, loan planning, retirement planning, and even Will planning to safeguard your legacy.
Qualified Financial Advisor: Our Qualified Financial Advisors hold top certifications, including NISM XA, NISM XB, CFP®, CWM®, CFA®, CA, and QPFP.
Unbiased Investment & Insurance Review: Save on insurance and mutual fund commissions with our in-depth analysis of your existing investments. (WE DO NOT SELL any financial products, we only offer financial planning).
MoneySign® Assessment: Our assessment, patented in India and the US, helps us understand your financial personality and create a personalised financial plan.
Steps to Get Started with Your Financial Planning:
1. Download 1 Finance: Personal Finance Advisory App
2. Book a free discovery meeting with a Qualified Financial Advisor
3. Complete a quick MoneySign® assessment to understand your financial personality
4. Get a personalised Action Plan from a Qualified Financial Advisor
5. Receive dedicated support and regular check-ins to review progress to ensure you are on track
Zero-commission basis.
No Demat account needed.
No recurring fees or membership/subscription costs.
1 Finance Private Limited
SEBI RIA Registration No: INA000017523
www.1finance.co.in
Disclaimer: Investment in the securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment of IA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
لقطات
الميزات الجديدة
- الإصدار: 2.5.2
- تم التحديث:
السعر
- اليوم: مجاني
- الحد الأدنى: مجاني
- الحد الأقصى: مجاني
تتبّع الأسعار
مطوّر البرامج
- 1 Finance: Registered Investment Advisor & Planner
- المنصات: Android تطبيقات (1)
- قوائم: 1 + 0
- النقاط: 2 + 0 ¡
- لتصنيفات: 5 (1)
- المراجعات: 0
- تخفيضات: 0
- أشرطة فيديو: 0
- RSS: اشتراك
النقاط
-
- 1 Karan Lingayat
- +1
-
- 6 vivek soni
- +1
لتصنيفات
-
- 6 vivek soni
- 5
قوائم
المراجعات
كن الأول لمراجعة هذا المنتج 🌟
معلومات إضافية
- الإصدار: 2.5.2
- ID: app.onefin
- الفئة:
Android تطبيقات›شؤون مالية - نظام التشغيل:
Android 7.0 - الحجم:
24 Mb - تقييم المحتوى:
Everyone - Google Play تقييم:
0 - تم التحديث:
- تاريخ الإصدار:
جهات الاتصال
- الموقع الإلكتروني:
https://1finance.co.in/
قد يعجبك ايضا
-
- Financial Federal Personal
- Android تطبيقات: شؤون مالية بواسطة: Financial Federal Bank
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 1 + 6 (4.3) الإصدار: 25.1.30 Financial Federal Mobile Banking makes your account information available whenever you need it, instantly and securely. Log in with your online banking credentials and enjoy the same ... ⥯
-
- Financial Builders Mobile
- Android تطبيقات: شؤون مالية بواسطة: Financial Builders
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 204 (4.5) الإصدار: 5.2.6 Financial Builders Mobile Banking app is a great way to access your accounts 24 hours a day 7 days a week. With FBFCU Mobile you can securely: Check Account Balances View Account ... ⥯
-
- Financial Partners CU
- Android تطبيقات: شؤون مالية بواسطة: Financial Partners Credit Union
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 1 + 5,197 (4.7) الإصدار: 4018.0.2 With Mobile Digital Banking from FPCU, you can easily manage your accounts wherever you are, 24 hours a day. Check balances, view transactions, transfer money, deposit checks, view ... ⥯
-
- Financial Plus Credit Union
- Android تطبيقات: شؤون مالية بواسطة: FINANCIAL PLUS CREDIT UNION
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 1 + 1,205 (4.8) الإصدار: 2025.07.2 FPCU Mobile Serving members who live or work in LaSalle, Bureau, Grundy, or Putnam Counties in North Central Illinois. We belong to you and that's the PLUS!! *FREE Mobile Banking App. ... ⥯
-
- Financial Mindfulness
- Android تطبيقات: شؤون مالية بواسطة: Financial Mindfulness Pty Ltd
- * مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 0 الإصدار: 1.1.16 Measure and Reduce your financial stress. Financial Mindfulness is your personalised financial stress reduction program. Increase your financial knowledge. Develop your financial ... ⥯
-
- Finance House Business
- Android تطبيقات: شؤون مالية بواسطة: Finance House
- * مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 0 الإصدار: 1.1.10 Give your business more opportunities with the Finance House Business app. Manage your business finances more easily and efficiently. Spend less time on admin and more time focused on ... ⥯
-
- Financial Horizons CU
- Android تطبيقات: شؤون مالية بواسطة: Financial Horizons Credit Union
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 289 (4.6) الإصدار: 25.1.30 Manage your Financial Horizons Credit Union accounts anytime, anywhere all from your mobile device. Fast, easy & secure access to: check balances transfer funds pay bills deposit ... ⥯
-
- Financial Trust FCU
- Android تطبيقات: شؤون مالية بواسطة: Financial Trust FCU
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 23 (4.3) الإصدار: 5.1.63 This mobile banking app is a free service for members of Financial Trust Federal Credit Union. Use this app to login to online banking, locate a free atm, and have our contact ... ⥯
-
- Financial Partners FCU
- Android تطبيقات: شؤون مالية بواسطة: Financial Partners FCU
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 28 (4.7) الإصدار: 25.1.30 Access your accounts when and where you want right in the palm of your hand. It s fast, secure, and free. Check your balances and transfer money... anytime, anywhere, while you are on ... ⥯
-
- IP Financial Advisory Services
- Android تطبيقات: شؤون مالية بواسطة: CircleBlack, Inc
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 0 الإصدار: 23.3.0 IP Financial Advisory Services, LLC Investor Portal gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information ... ⥯
-
- Financial Planning: Money app
- Android تطبيقات: شؤون مالية بواسطة: COSMIC WEB S.R.L Financial Planning & Money Budget
- * مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 576 (4.2) الإصدار: 3.2.1 Save your money to buy the things you ve always dreamt of. Picture your brand new phone, a classy dress, a car or a vacation in an exotic country. You can obtain all these things only ... ⥯
-
- Finance Property - EzyFind
- Android تطبيقات: شؤون مالية بواسطة: Innovation Evolved (Pty) Ltd
- مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 0 الإصدار: 2.1 Request for any financial product or services and obtain multiple quotes & compare online from financial institutes such as ABSA, FNB, Standard Bank, Nedbank, Capitec etc with one ... ⥯
-
- Financial Records
- Android تطبيقات: شؤون مالية بواسطة: Qidev
- $0.99
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 0 الإصدار: 1.3 Financial Records is a simple and intuitive personal finance app that helps you track your income and expenses with ease. Designed for everyday users, you can record transactions, ... ⥯
-
- Financial & Banking Dictionary
- Android تطبيقات: شؤون مالية بواسطة: Edutainment Ventures- Making Games People Play
- * * مجاني
- قوائم: 0 + 0 لتصنيفات: 0 المراجعات: 0
- النقاط: 0 + 1,191 (4.3) الإصدار: 2.1.8 Financial and Banking Terms is a comprehensive offline Financial Dictionary with 15000+ terms around every area of Finance. It s not an ordinary Finance Dictionary, it contains various ⥯