Plan Your Finances Now
My personal CFO, Jash Vora, has made this journey excellent. He's a knowledgeable advisor who quickly understood my needs and provided precise suggestions. Highly recommend Jash for personal finance assistance.
Shyam Sundar
5/5
My experience with Divya Chaturvedi, my personal CFO, has been great. She clearly explained her plan choices for my goals and is always approachable for queries, making the experience seamless. Thanks, Divya!
Veerabhadra Swamy
5/5
Using 1% Club's Personal CFO services has been a game changer for my financial well-being. Sagar Dave, my CFO, offered holistic advice tailored to my goals, helping me secure health and term insurance with ease.
Santosh Avalamurthy
5/5
As a longtime investor, I knew the value of a personal CFO. Priya Shah from 1% Club helped me set goals, review our portfolio, and recommend changes to maximize returns. The service has been invaluable.
Rahul
4/5
Thanks to the 1% Club and Zeenat for helping me replace bad policies with the right term plan. Zeenat guided me through the entire process, from selection to scheduling health checkups, making everything smooth and effortless. High thumbs-up to the team—highly recommended!
Varun TR
4/5
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Well, pretty much everyone! It doesn't matter how much you earn or how old you are.
Financial planning helps you reach your goals, manage your spending, save money and deal with unexpected financial blocks. Whether you're saving for retirement, paying for school or just trying to make sure you're covered for the future, financial planning can give you a roadmap to follow.
Financial planning is important because it keeps your money goals in check. By keeping an eye on what you earn, spend, save, and invest, you ensure stability and security for you and your crew. Creating a roadmap for your finances, helping you navigate through life's ups and downs while working towards a prosperous future. Without a solid plan, you might end up struggling to make ends meet or may miss out on big milestones like buying a home, starting a business, or chilling out in retirement. So, by taking the time to plan your finances wisely, you can build a solid foundation for your financial well-being and achieve the things you want in life.
According to SEBI rules, Registered Investment Advisors (RIAs) can't earn commissions or brokerage fees from investment products. Instead, they charge advisory fees for their services. These fees usually vary based on your income or family situation. This setup ensures you get personalized financial advice without any hidden agendas or conflicts of interest.
Financial planning can encompass individuals or entire families. Those with spouses and children should ideally include the entire family's income and assets in the plan. This inclusive approach ensures that everyone is aligned with common goals, fostering better coordination and financial stability for the entire household.
Your financial advisor serves as your one-stop solution.
We believe in fostering two-way relationships. Your financial planner will proactively reach out to you on a monthly or quarterly basis to provide updates on your plan. However, if you need to connect between these scheduled updates, you can always schedule a meeting at your convenience.
SEBI RIA Registration No: INA000018896
BASL Registration No: 2136
Type of Registration: Non-Individual
Validity of registration: February 29, 2024-Perpetual
Disclaimer:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and Certification from National Institute of Securities Markets, in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Address:
Unit No. 601, 604, 6th floor, Lotus Signature, , Off Veera Desai Road, Andheri (West), MUMBAI, MAHARASHTRA, 400053
Corresponding SEBI local office address:
Securities and Exchange Board of India, SEBI Bhavan II, Plot No: C7, “G” Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051.
Principal Officer: Ms. Diksha Shukla
Email : diksha@onecenturion.in
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