Holistic financial planning

It's More Than Just Investments

An approach that delivers more than mere financial gains – it provides you with peace of mind.

A financial plan encompassing investment strategy, liability management, insurance, taxes, estate, and retirement planning.

#PersonalFinanceUnlocked campaign, presented to you by 1 Finance & MoneyControl, is here to guide individuals on their transformative journey to financial well-being from a holistic approach. Explore personalized solutions, reduce stress, and take control of your financial future.

Personal Finance Unlocked: Keval Bhanushali's Insights on Holistic Financial Planning and More

Join us for an enlightening conversation with Keval Bhanushali, Co-Founder and CEO, 1 Finance, where we delve into the domain of personal finance and holistic financial planning. Gain valuable insights to navigate the complexities of the personal finance space and make informed decisions for a secure and prosperous future.
Watch Now

Exploring the Pillars of Financial Planning

Emotions can cloud our judgment, but it's important to make financial decisions based on logic and reason. Let's break down the pillars of financial planning with the help of qualified experts.

Mind Behind Money series

Introducing an exclusive series, 'Mind Behind Money', bringing together eight distinct personalities, each representing a different MoneySign® - that captures the relationship between one's personality traits and financial decisions.

Watch all episodes
Get insights into

The World of Personal Finance

As an arm of the Marwadi Chandarana Group, 1 Finance is reimagining the space of personal finance advisory.

Through the expertise of our qualified financial advisors, we guide you towards tranquillity by offering hyper-personalised and unbiased advice, empowering you to attain a state of financial well-being.

Get Your Financial Wellness Plan Now!

Frequently Asked Questions

  • How is financial planning different from investment planning?
    Just like there’s more to your wellness routine than physical exercise, investment planning is only a small part of financial planning. A good financial plan includes emergency planning, investment planning, liability management, succession planning and tax planning. This holistic approach helps you achieve more than just returns on investment — it gives you peace of mind.
  • Will I be charged a fee after the first consultation
    Like any professional service, financial planners charge for each consultation, unlike agents who keep earning commissions off your investments and show up only when you’re making new investments.
    At 1 Finance, your first financial wellness plan is complimentary, since most Indians have never experienced the impact of accurate and unbiased advice. After the first consultation, you will be charged for each consultation.
    The cost for these consultations is ₹2,499 per session. This fee includes a range of personalised services from qualified professionals.
  • Who is a Qualified Financial Advisor?
    They are finance professionals who have any of the following qualifications — Investment Advisor (Level 1 and 2) certification, Chartered Financial Analyst (CFA), Certified Financial Planner (CFPCM), Chartered Wealth Manager (CWM®), Chartered Accountant (CA), or SEBI-Registered Investment Advisor (RIA).
  • Do I have to open a demat account to implement your recommendations?
    This is one of the most important advantages of the ecosystem we’re building. Our intent is to help you receive and execute advice that you can trust. You can continue implementing our advice at your own discretion, with assistance from your current broker, bank or any other intermediary.
  • Does 1 Finance charge a commission or sales cut from financial product manufacturers?
    We have a zero-commission guarantee as part of our agreement with members. 1 Finance will never accept commission from any manufacturer, because that is what helps us stay unbiased across the system.