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Our Services

   We offer a diverse range of financial services designed to meet your personal and business needs. Our expert team is dedicated to providing tailored solutions that help you achieve your financial goals. Explore our full suite of financial products below:

Wealth Management

• Investment Advisory: Personalized investment strategies to help you grow and manage your wealth effectively.
• Portfolio Management: Professional management of your investment portfolio to maximize returns and manage risk.
• Financial Planning: Comprehensive planning services to help you set and achieve your long-term financial goals.
• Retirement Planning: Strategies to ensure a comfortable and secure retirement, including retirement account management and income planning.

Banking Solutions

  1. Personal Banking: A range of services including checking and savings accounts, personal loans, and credit cards.
  2. Business Banking: Tailored banking solutions for businesses, including business accounts, loans, and merchant services.
  3. Mortgage Services: Home loan options, including fixed-rate, adjustable-rate, and refinancing solutions.

Investment Products

  1. Mutual Funds: Diversified investment options to achieve various financial objectives, including equity, bond, and balanced funds.
  2. Exchange-Traded Funds (ETFs): Investment funds that are traded on stock exchanges, offering liquidity and diversification.
  3. Stocks and Bonds: Direct investment in individual stocks and bonds for those seeking more control over their investment choices.
  4. Real Estate Investments: Opportunities in real estate to diversify your portfolio and potentially benefit from property appreciation and rental income

Insurance Solutions

  1. Life Insurance: Protection for your loved ones with term life, whole life, universal life, and variable life insurance options.
  2. Health Insurance: Comprehensive coverage for medical expenses, critical illness, and disability insurance.
  3. Auto Insurance: Coverage for your vehicle, including liability, collision, comprehensive, and uninsured motorist insurance.
  4. Home Insurance: Protection for your home and personal belongings, including homeowners, renters, and landlord insurance.

Retirement Solutions

  1. 401(k) and 403(b) Plans: Retirement savings plans for employees, including plan management and investment options.
  2. IRA Accounts: Individual Retirement Accounts offering tax advantages for retirement savings, including traditional and Roth IRAs.
  3. Annuities: Investment products that provide regular income payments for a specified period or for the remainder of your life.

Tax Services

  1. Tax Planning: Strategies to minimize your tax liability and maximize your tax efficiency throughout the year.
  2. Tax Preparation: Professional preparation of individual and business tax returns to ensure compliance and accuracy.
  3. Tax Advisory: Expert advice on complex tax issues, including tax implications of investments, estate planning, and business transactions.
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Estate and Trust Services

  1. Estate Planning: Services to help you plan the distribution of your assets, including wills, trusts, and estate tax planning.
  2. Trust Administration: Management of trusts to ensure proper administration and compliance with legal requirements.
  3. Wealth Transfer: Strategies to efficiently transfer wealth to heirs and beneficiaries while minimizing taxes and legal complications.

Business Financial Services

  1. Business Loans: Financing options for business expansion, equipment purchases, and working capital needs.
  2. Cash Flow Management: Solutions to manage and optimize your business’s cash flow for better financial health.
  3. Employee Benefits: Customizable employee benefit packages, including health insurance, retirement plans, and other perks.

Financial Advisory

  1. Personal Financial Advice: Tailored advice on budgeting, debt management, and savings strategies to help you achieve financial stability.
  2. Investment Consulting: Guidance on investment opportunities, risk management, and portfolio diversification.
  3. Business Consulting: Strategic advice on financial planning, business growth, and operational efficiency.
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Why do customers love us?

Affordable Professional Services

Proven legal and financial solutions with senior experts.

Comprehensive Approach

holistic view of your financial situation

Proven Track Record

We have the experience and reputation you can trust. Our testimonials speak for themselves

Expert Guidance

providing insights that empower you to make informed investment decisions..

Frequently Asked Questions

Financial planning is a process that helps you manage your finances better. It covers everything from planning your income and expenses to building a corpus for your retirement.

Investment planning is only a small part of financial planning. A solid financial plan includes insurance planning, investment planning, loan planning, will & estate planning, retirement planning and tax planning. It helps you achieve more than just returns on investment — it gives you peace of mind.
While a CA handles tax filing and accounting, we offer a complete range of services to help you manage your finances better. This includes insurance planning, retirement planning, tax planning, loan planning assistance, and more.

A Qualified Financial Advisor at 1 Finance is a professional with top certifications like CFPCM, CWM®, CFA, CA, NISM XA XB, QPFP, or SEBI RIA. They are experienced in all aspects of financial planning.

You’ll receive a thorough review of your finances, personalised advice, and an actionable plan. We’ll discuss your current financial scenario, address your queries, and guide you towards financial well-being and peace of mind.

We are Proud of Our Works

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Customers Served

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Trusted by over 20000+ clients

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