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Financial Planning is easier with a

Personal CFO

Get access to Financial Planners who curate a tailore goal-based investment strategy just for you.

50Cr +

Managed Successfully

Featured In
Ever felt like this?
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NO NEED TO STRESS,
we’ve got your back.

Introducing Personal CFO

Optimize your wealth, secure your future, and navigate every stage of your financial journey with confidence.

How do we do it?
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Introductory Calls
30 min call with your Personal CFO to help you understand the scope of services and to answer any questions you may have.
Financial Plan Preparation
Understand your cash flow, Goals, Investments, Risk coverage and Tax planning. This will be the base of all our future discussions.
Discussion & Execution
Finalize your financial plan and begin execution with your Personal CFO. We'll guide you step by step to ensure each goal is met efficiently and effectively.
See why our clients sleep better at night.

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

View more, on

FAQs
Hopefully, your question falls into one of these categories!

01

Who needs financial planning?

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.

02

Why is financial planning important?

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.

03

How much do I have to pay for RIA service?

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.

04

Is the family included in the financial plan?

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.

05

How frequently do I get updates on my plan?

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.

One Centurion Ventures Private Limited - Investment Advisory Unit (Separately Identifiable Unit)

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

Achieve Financial Independence with a Custom Goal-Based Strategy.

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