Poor service n advise.i was advised to invest 5 different mutual funds.poor management n guidance.
I recently had the pleasure of utilizing the services offered by 1Finance, and I am delighted to share my positive experience. As someone deeply invested in personal finance planning, I found their first-time free services to be exceptionally beneficial and thorough. From the outset, the professionalism and expertise demonstrated by the 1Finance team were evident. The financial advisor assigned to me was knowledgeable and attentive, taking the time to understand my unique financial situation and goals. This personalized approach made a significant difference, as I felt heard and understood, rather than just another client. Key Highlights of My Experience: Personal Finance Planning: The advisor provided me with several actionable items tailored to improve my financial planning. These suggestions were practical, insightful, and easy to implement, which has already started to yield positive results in my financial management. ITR Filing: They are offering Income Tax Return filing services as a complementary service along with the finance advice. I am yet to receive it and am looking forward to a service as great as the first one. Will Services: Creating a Will is an important, yet often overlooked, aspect of financial planning. 1Finance has offered to assist me with this, and I feel their approach is both clinical and compassionate. I am all set to get this done in the near future as well. I am confident that it will be legally sound and will give me peace of mind about the future. Overall Experience: The team at 1Finance combines professionalism with a warm, client-centric approach, making their services not only effective but also enjoyable to engage with. Their commitment to helping clients achieve safer and better financial planning is evident in every interaction. I highly recommend 1Finance to anyone looking to enhance their personal financial management. Their expertise and dedication have certainly made a significant positive impact on my financial journey. Thank you, 1Finance, for your exceptional service. I look forward to continuing our partnership and benefiting from your expertise.
excellent service. after first free review meeting with financial advisor, i got some actionable item, those items helped me in a great way, I reduced my home loan rate and get to know about super top ups on my health insurance.
Attempted the Test and received the result as a Far Sighted eagle which was very relatable and true. The first call by Ms.Kausar Kapadia was super helpful and gave me an inquisitive interest to move forward with a face to face meeting. Overall the concept and strategy of this company seems remarkable!
1 Finance offers unbiased personal finance advisory. I had the opportunity to get on a call with their team member who helped me understand my finances and also gave a checklist and actionable steps to go through to help me with my debt management. Thank you 1 Finance
