Company Information

Get to know 1finplan

1finplan Wealth Management Private Limited is an independent financial planning and investment advisory firm based in India. Founded on the principle of providing unbiased, client-centric advice, the company is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser. Its mission is to help clients achieve their financial goals through holistic planning that covers investment management, retirement planning, insurance advisory, tax planning, and estate planning. They focus on a fee-only model to avoid conflicts of interest and serve a diverse clientele including resident Indians and Non-Resident Indians (NRIs).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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1finplan

South Africa

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.