1 Finance Promotes Anooj Mehta to Partner, Boosts Growth
By Business Desk
Wealth-tech leader 1 Finance appoints Anooj Mehta as Partner, reinforcing its expansion strategy and commitment to personalized financial advice.
1 Finance, a prominent holistic personal finance advisory and wealth-tech firm, has announced the elevation of Anooj Mehta to Partner. This strategic move aligns with the firm’s core philosophy of delivering consistent, unbiased, and highly personalized financial advice to its clients.
Key Numbers
- Assets Under Advice (AUA): Over ₹17,000 Cr+
Anooj Mehta brings a decade of extensive experience in financial advisory and risk management to his new leadership position. He previously served as Vice President at 1 Finance, demonstrating a client-centric approach to financial planning.
Professional Trajectory
- Experience: 10 years in financial advisory and risk management
- Previous Roles: KPMG, Credit Suisse, Marwadi Shares & Finance
- Qualifications: Chartered Wealth Manager (CWM), MBA in Finance from the Institute for Financial Management and Research, BBA (Hons) from Ahmedabad University
- Honour: Fellowship of the American Academy of Financial Management (FAAFM), USA, in 2022
In his new capacity as Partner, Mehta will assume critical responsibilities aimed at bolstering 1 Finance’s market presence and advisory capabilities. He will continue to engage directly with clients to address complex financial planning needs.
Expanded Responsibilities
- Scaling the Financial Planning Centre network
- Bolstering advisor development programs
- Upholding stringent standards of advisory quality
- Driving the firm’s growth, particularly across South India
Jeet Marwadi, Founder & Managing Director of 1 Finance, highlighted Mehta’s invaluable experience and client-focused approach as crucial for the firm’s expansion. Mehta himself expressed enthusiasm for the opportunity to take greater ownership in building the institution and enhancing advisory services.
This promotion underscores 1 Finance’s commitment to strengthening its leadership team and expanding its reach, particularly in key regions like South India, ensuring clients receive truly personalized and interest-aligned financial planning services.