1 Finance
Yash Chheda, CWM®, currently serves as Senior Manager - Financial Concierge (Advisory) at 1 Finance, providing personalized financial advisory services to emerging affluent Indians. With previous experience as a Wealth Advisor at Fintoo, Yash specialized in delivering professional advice to High-Net-worth Individuals (HNI’s) and those in financial distress, focusing on financial, tax, legacy, and investment planning. An early career role as a Compliance Intern at Interactive Brokers allowed Yash to gain insights into KYC, AML, and EDD processes. Educational qualifications include an MBA in Finance from IBS Mumbai and a Bachelor's in Financial Markets from Tolani College Of Commerce.
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1 Finance
At 1 Finance, we are reimagining the landscape of personal finance advisory in India. We are dedicated to delivering holistic financial planning tailored to your individual needs and life aspirations. It's this distinctive approach that sets us apart. Embark on this transformative journey - a holistic financial planning approach that covers all aspects of your personal finances. This includes planning of investments, liabilities, insurance, tax, cash flow, will, and retirement. Through the expertise of our qualified financial advisors, we guide you towards tranquillity by offering hyper-personalised and unbiased advice, empowering you to attain a state of financial well-being. Financial well-being can be defined as a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow enjoyment of life. It's not just about creation of wealth, but also about nurturing your mental and emotional well-being. 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).