3 days ago
Hyderabad Gets New Financial Planning Centre
A new approach to personal finance has arrived in Hyderabad with the launch of '1 Finance' a dedicated Financial Planning Centre offering transparent, unbiased, and holistic guidance. The facility provides in-person consultations with Qualified Financial Advisors, covering investment advisory, tax planning, insurance, loan management, retirement planning, estate planning, and more. Unlike traditional models, it operates without commissions or product sales, ensuring conflict-free advice. Using its proprietary MoneySign® assessment, the centre delivers personalised financial plans tailored to life goals and cash flow. We spoke to Anooj Mehta, Vice President – Partner Success at 1 Finance, who outlined its vision to build lasting financial well-being.
What is the vision behind setting up the Financial Planning Centre in Hyderabad, and why was this location chosen?
The vision behind 1 Finance's Financial Planning Centre is to offer a dedicated, physical space where individuals can meet with Qualified Financial Advisors for truly accessible, unbiased, and holistic personal finance guidance which is unbiased. By opening a Financial Planning Centre in Hyderabad, 1 Finance seeks to help both urban professionals and families make informed financial choices and achieve lasting financial well-being. Hyderabad was chosen for its dual identity; a thriving hub for technology, pharma, start-ups, and established multinationals, as well as a city with a rapidly growing, financially aspirational population. The centre aims to bridge the widespread trust deficit in financial advice by providing a transparent, welcoming physical space where individuals from all backgrounds can get qualified guidance.
How does this new centre align with 1 Finance's mission to transform personal finance management for its customers?
In a landscape where most financial guidance is scattered or sales-driven, our Hyderabad Financial Planning Centre redefines advice as transparent and un-biased mentorship. The Hyderabad Financial Planning Centre directly embodies 1 Finance's mission to transform personal finance from scattered, sales-driven engagement to lifelong, trusted advisory relationships. In India, in the name of advice, commission-based products are pushed rather than problems solved. At the Financial Planning Centre, qualified advisors devote time to truly understand each client's needs, dreams, and anxieties, offering personalised, actionable plans for the long term rather than a one-off transaction. The centre's open, accessible format is designed to demystify finance, encourage questions, and build lifelong trust.
Can you elaborate on the key services that the Hyderabad Financial Planning Centre will offer to your customers?
Key services at the Financial Planning Centre include:
Personalised financial planning – Holistic, In-person, with a Qualified Financial Advisor Tax planning & ITR filing with Chartered Accounts Investment advisory across all assets – Equity, Real Estate, Alternative Investments, Passive Income Assets, Debt Investments
Insurance advisory – From picking the right cover to the right product Loan planning & management – Advisory on Debt Affordability and Liability planning Credit Card advisory – Picking the right one and maximising rewards Retirement advisory Cash flow management and budgeting to improve financial behaviour Will creation & estate planning with a qualified lawyer
Safe deposit lockers – Godrej safe deposit without the pressure of doing an FD or purchasing an insurance plan
These services are designed to provide holistic financial wellbeing for every individual and family.
How will your centre's offerings in Hyderabad differ from traditional financial advisory models in the market?
No conflict of interest: Advisors are not incentivised by commissions or sales targets, and there are zero product sales from the company. Comprehensive, personalised plans: Focus on a person's entire financial life, not isolated products. Personalised advice using MoneySign® assessment: Proprietary financial personality assessment tool for tailored planning.
End-to-end execution: Ongoing support to help clients implement plans, not just deliver recommendations
Can customers expect personalised financial plans based on their life goals and cash flow, and how will your advisors work with them to build these plans?
Yes. Every financial plan is hyper-personalised, created from:
In-depth discovery and consultation meetings with a Qualified Financial Advisor The MoneySign® assessment to understand financial personality and behaviour, current life stage and generation profile. Regular follow-ups and actionable action plans, with revisions as life circumstances evolve
Financial literacy remains a challenge for many customers. How does 1 Finance's new centre aim to address this gap while offering its services?
1 Finance commits to education and empowerment:
Conducts workshops, seminars, and publishes India's only ad-free, bias-free personal finance magazine. Advisors explain concepts in simple language, demystifying personal finance. Free first consultations and accessible information, both at the Centre and online, encourage people to ask questions and learn.
What segments of customers do you aim to target through this centre - young professionals, families, or HNIs, and how are your services tailored to each segment?
Young, mid and senior professionals, and families who seek advice on personal finance
How does 1 Finance ensure unbiased advice and conflict-free recommendations to its customers at this centre?
Advisors earn no commissions No products are sold Advisory and execution teams are separate Fee transparency and certified SEBI RIA license holder
With the Hyderabad centre being launched, what are your plans for expansion to other cities in the coming year?
Hyderabad is the second Financial Planning Centre after Mumbai, similar centres will open in Bengaluru, Pune and Delhi NCR regions soon.
What is your view on the current personal finance awareness in India, and how is 1 Finance planning to contribute to raising this awareness through the Hyderabad centre?
Personal finance awareness in India is still evolving, with personal finance being a latent need in India. Along with being a personal finance experience centre, the Hyderabad centre will also focus on conducting workshops and building communities and play a major role in raising awareness and financial confidence in the city.
Is there a message you would like to share with the people of Hyderabad and your prospective customers about how they can take advantage of this centre?
