Finance Elevates Anooj Mehta as Partner

1 Finance, a holistic personal finance advisory and wealth-tech firm with over ₹17,000 Cr+ in Assets Under Advice (AUA), has elevated Anooj Mehta as Partner, as the firm continues to scale its advisory platform across financial planning, qualified advisors, and research.

The elevation comes at an important phase of 1 Finance’s growth, reinforcing its core philosophy of being “one with your interest.” As the firm expands its footprint, the focus remains on delivering consistent, unbiased and hyper-personalised financial advice to customers.

Anooj, who previously served as Vice President at 1 Finance, brings 10 years of experience across financial advisory and risk management, with previous stints at KPMG, Credit Suisse and Marwadi Shares & Finance. A Chartered Wealth Manager (CWM), he holds an MBA in Finance from the Institute for Financial Management and Research and a BBA (Hons) from Ahmedabad University. Anooj was also conferred the Fellowship of the American Academy of Financial Management (FAAFM), USA, in 2022.

As Partner, Anooj will focus on scaling the Financial Planning Centre network, strengthening advisor development and maintaining high standards of advisory quality. He will also continue to work directly with clients on complex financial planning needs, while contributing to the firm’s growth across South India.

Jeet Marwadi, Founder & Managing Director, 1 Finance said, “Anooj’s elevation comes at a pivotal stage in our growth. As we scale our advisory network and build deeper capabilities, his experience and understanding of client-centric financial planning will be valuable in ensuring that our growth remains anchored to our philosophy of being ‘one with your interest.”

Speaking about his new role, Anooj Mehta, Partner, 1 Finance, added, “Becoming a Partner is an opportunity to take greater ownership of the institution we are building. I look forward to strengthening our advisory capabilities, developing advisors and helping more clients experience financial planning that is truly personalised, holistic and aligned with their interests.”

Anooj is a Chartered Wealth Manager and currently heads 1 Finance’s Financial Planning Centre in Hyderabad.