I met Siddharth Tamboli from the 1 Finance team for financial planning, and the experience stood out for its clarity, structure, and honesty. Instead of pushing products or generic advice, Siddharth focused on understanding my actual financial situation — income, liabilities, risk tolerance, and long-term goals. His approach was logical and data-driven, with clear explanations behind every recommendation. There were no unrealistic return promises or vague suggestions, only practical decisions explained with their pros, cons, and trade-offs. What I appreciated most was the transparency. Costs, assumptions, and expectations were clearly communicated, and the plan was aligned with real-life constraints rather than theoretical models. It felt actionable and sustainable, not just good on paper. Overall, Siddharth brings a disciplined, unbiased, and client-first approach to financial planning. I’d confidently recommend him to anyone looking for long-term financial clarity rather than sales-driven advice.
I had a great experience with 1 Finance. The advisor provided clear and thoughtful guidance, exactly the kind of support one expects when seeking help with finances. I had earlier tried other financial planning services, but they were not very helpful. In comparison, 1 Finance felt far more personalized and genuinely serious about understanding my financial goals and needs. They also have a nice office in Thane and a supportive, professional team. Keep up the great work!
My experience at the 1 Finance Financial Planning Centre was amazing. Siddharth is an excellent consultant who understands his clients needs and financial situations to the fullest thereby giving catered solutions for his clients. He did an extraordinary job explaining all my doubts, he was also happy to dedicate more time and quite accommodative given his busy schedule, to solve any further queries. Huge thanks to Priyanka for providing me assistance with the MF Utility app and Nilesh who helped me with other action items in my plan. Overall, my experience at the financial planning centre was extraordinary. Super friendly, courteous, welcoming staff. Great service, reliable assistance and accurate financial advice. Thanks !
Extremely professional and knowledgeable advisor who explains the concepts in simple terms and always keeps my goals and risk profile in mind. The advice is always tailored to my needs, with transparent communication. Extremely Satisfied with the conversation and advice of 1 Finance Highly recommend 1 Finance to anyone looking for clear, trustworthy and professional financial planning or advice.
Good place for financial planning discussion with Urmil, Nilesh from 1finance team. CFA has good knowledge and easy to understand, holistic manner in which planning is approached is noteworthy. Their Tax planning services are looked after by another team however and is a work in progress so plan accordingly if you want to avail of their services
