FEATURES OVERVIEW

Every feature.
Every rupee.
Under control.

1FCode brings together 50+ features across 7 domains — investments, insurance, loans, tax, legal, platform intelligence and free tools — so nothing in your financial life falls through the cracks.

✦ AI-Powered Insights
✦ Secure & Compliant
✦ All-in-One Platform
✦ Built for India
Mascot
50+
B3
Powerful Features
7
Financial Modules
₹365
For All Access
1
Ecosystem to run your life
PLATFORM INTELLIGENCE

One intelligent layer powering everything.

Every product inside 1FCode connects through one intelligent financial ecosystem — investments, insurance, loans, tax planning, estate management and AI-powered monitoring.

Unified Financial Dashboard
AI-powered intelligence
Real-time monitoring
Family financial view
Unified Financial Overview
₹48,32,410
LIVE
Investments₹26.6L
Bank Balance₹4.3L
Loans₹11.2L
Insurance₹6.1L
SIP growth projection updated.
3 tax-saving opportunities detected.
INVESTMENTS

Smarter investing. One connected portfolio.

Portfolio Value
₹26.6L
+18.4%
SIP Tracker12 Active SIPs
Asset Allocation72% Equity
IPO TrackingLive Opportunities
Goal Planning9 Financial Goals
Tax Harvesting
PMS & AIF
Risk Analysis
Portfolio Analyzer
Wealth Forecasting
🛡️
Insurance Overview

Track all insurance policies, premiums and coverage gaps.

Monitor renewals, nominees and total family coverage.

Live Sync
StatusActive
SyncLive
🏦
Loan Intelligence

EMI tracking and liability monitoring.

Track active loans, EMIs and monthly obligations.

Real-time
StatusActive
SyncLive
📊
Tax Planning

Detect deductions and optimize savings.

Plan taxes proactively across investments and salary.

FY25 Ready
StatusActive
SyncLive
📁
Estate & Nominee

Keep succession planning and legal documentation organized.

Secure nominee mapping, wills and family access systems.

Protected
StatusActive
SyncLive
🚨
Emergency Planning

Monitor emergency fund readiness.

Get alerts when your reserve ratio becomes risky.

AI Alerts
StatusActive
SyncLive
🧠
Risk Analysis

AI-powered financial risk scoring.

Analyze liabilities, insurance and portfolio imbalance.

AI Powered
StatusActive
SyncLive
FINANCIAL INTELLIGENCE

One intelligent
system watching everything.

1FCode continuously analyzes your financial ecosystem — investments, insurance, liabilities, taxes and cashflow — to deliver smarter financial decisions in real time.

AI Financial Monitoring

Track unusual spending, liability spikes and portfolio imbalance automatically.

Smart Wealth Forecasting

Project future net worth, SIP growth and financial independence timelines.

Unified Family View

Monitor investments, insurance and legal planning across your family ecosystem.

Real-time Risk Alerts

Receive intelligent alerts before financial issues become critical.

Unified Net Worth

₹48.2L

+18.4%
Portfolio Health

Risk score improved by 12%

AI Alert

Tax optimization opportunity detected

Investments

₹26.6L

Insurance

₹4.8Cr

Liabilities

₹11.2L

CONNECTED FEATURES

Everything workstogether.

One intelligent ecosystem connecting investments, insurance, taxes, loans and legal planning.

LIVE
📊

Stock Portfolio Tracker

Track equity holdings across brokers with live P&L, exposure and allocation monitoring.

LIVE
🏢

IPO Application & Tracking

Apply for IPOs, monitor allotment status and get listing updates instantly.

LIVE
🔒

Pre-IPO Investment Tracker

Monitor unlisted investments with expected listing and valuation tracking.

LIVE
🏦

AIF & PMS Monitoring

Track PMS and AIF investments alongside retail holdings in one dashboard.

LIVE
⚖️

Asset Allocation Analyser

Analyze portfolio diversification against your target allocation in real time.

LIVE
🍂

Tax-Loss Harvesting Signals

Identify portfolio positions that can reduce tax liability before year-end.

LIVE
📉

LTCG Alert System

Receive alerts for holdings approaching long-term capital gains thresholds.

Advisor
AI FINANCIAL ASSISTANT
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