1 Finance collaborates with AAFM® India to bring financial well-being awareness for affluent Indians

Our partnership with AAFM® will provide many like-minded professionals with an opportunity to come together and meet the financial needs of Indians that cannot be met through a universal asset allocation model. Mis-selling of financial products that are not fit for individual requirements is a huge problem that exists widely in the financial services industry, and 1 Finance is here to address this by reimagining personal finances for the first time in the country.”

Vyas Rai Nagpal, Director & Co-Founder, American Academy of Financial Management India noted, “We are happy to collaborate with 1 Finance, an organisation that is on a journey to reimagine the personal finance space. 1 Finance App featuring MoneySignTM will help advisors understand their clients’ financial behaviour better. After 10 Successful years of AAFM® in India & 9 Grand Annual Wealth Management Convention’s since 2012, AAFM® organized its 1st Regional Wealth Management Convention 2022 at Delhi, on Sept 24, 2022 deliberating on “Know Your Business, Grow Your Business”.  AAFM® intends to organise more of such conventions across India and focus on expansion of its offerings by adding Practice Management Workshop Series, Short Term Certifications, Online Investor Awareness Sessions, etc. with the focal point on “UPSKILLING OF THE ADVISORS” by closely working with the IFA / RIA Associations across India.”

 1 Finance is collaborating with AAFM® to help aspiring financial advisors get the training and experience they need to succeed in the field. The partnership with AAFM® is paving the way to showcase what 1 Finance has to offer and ways in which advisors can use the tools provided to make a lasting impact on people and their money.

At the event platform, 1 Finance addressed the relevance of behavioural finance – a topic that has thus far been underrepresented in the realm of financial planning. The event was met with an array of topics being covered on the facets of wealth management. The convention was attended by wealth management professionals, bankers, and national distributors, among others.

We at 1 Finance are reimagining the space of personal finance advisory in India. For us, this means offering advice that takes into account not just your financial status and life goals but also your traits and behaviours, in order to equip you with the ability to attain financial well-being. We’re doing this by building an ecosystem that caters to the long-term well-being of our members, and aligning our goals with the interests of all other stakeholders as well, which in turn triggers a shift towards transparency in the industry at large. Our mission is to enable millions of individual Indians, just like you, to achieve true financial independence.

1 Finance is based in Mumbai and is backed and mentored by marquee investor Marwadi Chandarana Group — a pioneering force in India’s financial services sector that also powers successful operations in the fields of education and alternative energy. The Marwadi Chandarana Group also comprises Marwadi University, Marwadi Financial Services, Pixon, and Marwadi Chandarana Intermediaries Brokers Private Limited (MCIBPL). www.1finance.co.in

American Academy of Financial Management®, AAFM® has set up its Indian Chapter American Academy of Financial Management India, AAFM® India (AAFMI) as a Standard Setting Body in India with the objective to promote Wealth Management and Financial Advisory Standards in the country by actively engaging with all the stakeholders including the Government, Regulators, Financial Intermediaries, Educational Institutes, Financial Services Companies, Banks, etc.

AAFM® India is a premier organization in the domain of Banking (BFSI) & Wealth Management and we have our expertise in customized training for Corporate across the domains including Banking, Wealth Management & Advisory, Mutual Fund, Selling Skills, Behavioral Finance, Estate Planning, etc. www.aafmindia.co.in

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