1 week ago
1 Finance Elevates Anooj Mehta to Partner Amid Growth
1 Finance is a company that helps people plan and manage their money.
It has promoted Anooj Mehta to become a Partner.
Before this, he was a Vice President at the company.
He has worked in financial advice and risk management for 10 years.
He has also worked at KPMG, Credit Suisse and Marwadi Shares & Finance.
In his new role, he will help expand the company’s Financial Planning Centres.
He will also help train advisors and maintain the quality of advice.
Mehta will continue helping clients with complicated financial plans.
He will focus especially on supporting the company’s growth in South India.
1 Finance has elevated Anooj Mehta from Vice President to Partner.
Mehta brings 10 years of experience in financial advisory and risk management.
He previously worked at KPMG, Credit Suisse and Marwadi Shares & Finance.
As Partner, Mehta will scale Financial Planning Centres and strengthen advisor development.
1 Finance has more than ₹17,000 crore in Assets Under Advice and is expanding across South India.
- Who
- 1 Finance and Anooj Mehta; the promotion was announced by Jeet Marwadi, the firm’s Founder and Managing Director.
- What
- 1 Finance elevated Anooj Mehta from Vice President to Partner.
- Where
- Mehta currently heads 1 Finance’s Financial Planning Centre in Hyderabad, and his role will contribute to growth across South India.
- When
- The articles do not specify the date of the elevation.
- Why
- The elevation supports 1 Finance’s expansion of its advisory platform, Financial Planning Centre network and advisor capabilities.
Key facts
- Company
- 1 Finance
- New role
- Anooj Mehta has been elevated to Partner.
- Previous role
- Vice President at 1 Finance
- Assets Under Advice
- More than ₹17,000 crore
- Experience
- 10 years across financial advisory and risk management
- Professional designation
- Chartered Wealth Manager
- New responsibilities
- Scaling Financial Planning Centres, developing advisors and supporting advisory quality
Quotes
Jeet Marwadi
Founder and Managing Director of 1 Finance
“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.”
deccanchronicle.com
“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.”
deccanchronicle.com
Sources
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