デベロッパー: 1 Finance: Registered Investment Advisor & Planner (1)
価格: フリー
ランキング: 5 (1)  
レビュー: 0 レビューを書く
リスト: 1 + 0
ポイント: 2 + 0 ¡
Google Play

説明

1 Finance: Financial Advisory
Get your first financial plan worth ₹2499 complimentary

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.
もっと見る ↓

スクリーンショット

#1. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#2. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#3. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#4. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#5. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#6. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#7. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner
#8. 1 Finance: Financial Advisory (Android) 作者: 1 Finance: Registered Investment Advisor & Planner

新機能

  • バージョン: 2.5.2
  • アップデート:

価格

  • 今日: フリー
  • 最小値: フリー
  • 最大: フリー
料金のチェック

デベロッパー

ポイント

ランキング

リスト

レビュー

最初のクチコミを書こう 🌟

情報

  • バージョン: 2.5.2
  • ID: app.onefin
  • カテゴリ:
  • オペレーティング システム:
  • サイズ:
  • コンテンツのレーティング:
  • Google Play 評価:
  • アップデート:
  • リリース日:

連絡先

1 Finance: Financial Advisory1 Finance: Financial Advisory 短縮 URL: コピーしました!

あなたも好きかも

    • Financial Federal Personal
    • Android アプリ: ファイナンス  作者: Financial Federal Bank
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 1 + 6 (4.3)  バージョン: 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 アプリ: ファイナンス  作者: Financial Builders
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 204 (4.5)  バージョン: 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 アプリ: ファイナンス  作者: Financial Partners Credit Union
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 1 + 5,197 (4.7)  バージョン: 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 アプリ: ファイナンス  作者: FINANCIAL PLUS CREDIT UNION
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 1 + 1,205 (4.8)  バージョン: 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 アプリ: ファイナンス  作者: Financial Mindfulness Pty Ltd
    • * フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 0  バージョン: 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 アプリ: ファイナンス  作者: Finance House
    • * フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 0  バージョン: 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 アプリ: ファイナンス  作者: Financial Horizons Credit Union
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 289 (4.6)  バージョン: 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 アプリ: ファイナンス  作者: Financial Trust FCU
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 23 (4.3)  バージョン: 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 アプリ: ファイナンス  作者: Financial Partners FCU
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 28 (4.7)  バージョン: 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 アプリ: ファイナンス  作者: CircleBlack, Inc
    • フリー  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 0  バージョン: 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 Records
    • Android アプリ: ファイナンス  作者: Qidev
    • $0.99  
    • リスト: 0 + 0  ランキング: 0  レビュー: 0
    • ポイント: 0 + 0  バージョン: 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, ...
        ⥯ 

あなたも好きかも

AppAgg で使用できる検索演算子
AppAggに追加
AppAgg
AppAgg への登録は無料です。
サインアップ
ログイン