PLATFORM OVERVIEW

One platform.
Every financial
workflow connected.

Investments, insurance, taxes, loans and planning — managed through one intelligent operating system built for modern Indian families.

SEBI-aligned
AI-powered insights
Unified dashboard
Family-first access

10K+

Users

₹250Cr+

Assets tracked

99.9%

Platform uptime

AI Monitoring

24/7 automated insights

Unified Dashboard
Live
₹12.4Cr

Portfolio Health

92%

Risk Score

Moderate

Investments

₹48.3L

Insurance

12 Policies

Loans

₹2.1L

Tax Saving

80C Active

6 Products

Fully connected ecosystem

SEBI Registered
IRDAI Approved
₹250Cr+ Assets Managed
10,000+ Users
99.9% Uptime
Bank-grade Security
ISO 27001 Certified
MCA Compliant
Unbiased Advisory
Zero Commission
SEBI Registered
IRDAI Approved
₹250Cr+ Assets Managed
10,000+ Users
99.9% Uptime
Bank-grade Security
ISO 27001 Certified
MCA Compliant
Unbiased Advisory
Zero Commission
PRODUCT 01

Investments

Investments

Track, grow and manage every investment instrument from one unified dashboard.

1FCode consolidates stocks, mutual funds, IPOs, PMS and AIF investments into one intelligent portfolio ecosystem with AI-powered insights and risk-aware recommendations.

₹37.5T
Indian MF AUM
51.7M+
SIP Accounts
Unified portfolio view
AI allocation alerts
Portfolio rebalancing
Tax-loss harvesting insights
SIP Investors
Active Traders
HNIs
NRIs
1FCode Intelligence
Investments
LIVE
Primary Insight
₹48.3L
AI Active
AI continuously monitoring and optimizing your financial ecosystem.
Overall XIRR
+14.2%
Equity Allocation
62%
AI Rebalance
Action Needed
AI Recommendation
Unified portfolio view
Smart monitoring actively tracking opportunities and financial risks.
HOW IT WORKS

From chaos to clarity in minutes

Four intelligent steps to transform scattered finances into one connected operating system.

02

AI Processing

Our intelligence engine analyzes risks, opportunities, allocation gaps, and optimization signals.

03

Unified Dashboard

Access real-time visibility across investments, insurance, loans, taxes, legal, and risk systems.

04

Smart Alerts

Receive proactive alerts, renewal reminders, tax insights, and AI-driven recommendations.

SHARED INTELLIGENCE

Every product, fully connected

All modules operate on the same intelligent foundation — unified data, AI insights, live sync and family-first infrastructure.

02

Unified Dashboard

One connected financial operating system with live sync across all modules.

Investments
Loans
Insurance
Legal
Risk & AI
03

Family & Nominee Access

Secure family-first infrastructure with nominee visibility and permissions.

Insurance
Legal & Estate
Risk & AI
04

Smart Alerts

AI-generated reminders, renewal notifications and proactive monitoring.

Insurance
Tax Planning
Risk & AI
Loans
05

Mobile Experience

Designed for real-time access across devices with secure cloud syncing.

All Products
Unified Financial Operating System

One intelligent platform
for your financial ecosystem

Investments, insurance, taxes, loans, legal planning and AI-powered monitoring — connected into one seamless experience.

Bank-grade security
AI-powered insights
Family-first access
Unified dashboard
Advisor
AI FINANCIAL ASSISTANT
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