Akhil Rathi

Building Financial Concierge @1FinanceHQ | On a journey to simplify personal finance | Financial Well Being | Tweets are personal & not recommendations.

[Akhil Rathi @Akhil_Rathi]

What Is Financial Concierge?

The word financial is frequently used in our conversation whereas concierge is rarely used as we still prefer the terms "salesman," "relationship manager," "desk manager," "support person," and others.

A thread🧵

[1 Finance @1FinanceHQ]

Our core team came together to discuss what lies ahead, the larger vision for where we’re headed, the kind of impact we want to create, and how each one of us can contribute meaningfully to this journey.

At the core of it all was a clear belief that, in today’s cluttered digital world, we’re here to build personal, one-on-one relationships. Because personal finance is, at its heart, built on trust. It's not just about numbers, it's about understanding the why behind every decision, knowing who is guiding you, and being certain their advice is rooted in your best interest. The world today may offer convenience, but it cannot replace the depth, context, and human judgement that true financial advisory demands. In-person, human relationships — honest, consistent, and transparent — are the foundation of any lasting financial well-being.

This meeting wasn’t just about planning for the future. It was a reminder of why we do what we do: to make financial well-being deeply personal, and to walk every step with those who trust us.

The way forward is clear and we’re moving ahead with purpose, together.

[1 Finance @1FinanceHQ]

𝐌𝐚𝐫𝐤𝐞𝐭 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐦𝐚𝐤𝐢𝐧𝐠 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐧𝐞𝐫𝐯𝐨𝐮𝐬?

With the recent wiping out of ₹19.4 lakh crore in market value, sudden sell-offs can easily trigger panic among investors, but reacting impulsively can harm long-term wealth creation.

Akhil Rathi, SVP – Financial Concierge at 1 Finance, reminds investors that short-term fluctuations are normal and necessary for long-term wealth generation. He emphasises the importance of staying committed to a diversified investment plan, avoiding impulsive decisions, and conducting periodic (but not obsessive) portfolio reviews to stay on track.

Grab your copy of ET Wealth or read the full article here: https://t.co/oOfXA7YROk

@Akhil_Rathi @etwealth @SanketD_ET

[1 Finance @1FinanceHQ]

A big shoutout to our incredible team at 1 Finance for making our presence at the India HR Conclave 2025, Bengaluru, such a success!

It was a proud moment to see the energy, collaboration, and commitment that went into representing us so well. The event was a great success with 200+ HR leaders, Founders and CXOs and it wouldn’t have been possible without the hard work and dedication of every single team member.

A special thank you to all those who worked tirelessly behind the scenes. Your contributions were just as impactful in making this event memorable.

Here’s to many more milestones together!

[1 Finance @1FinanceHQ]

Akhil Rathi, Senior Vice President - Financial Concierge at 1 Finance, shares his expert insights on setting impactful financial resolutions for 2025 in this @business_today feature.

He highlights the importance of aligning your goals with actionable steps, focusing on financial discipline, and making informed choices to achieve long-term success.

Read the full article here: https://t.co/gWY3AUYHTh

@Akhil_Rathi @basuhita1506
#FinancialResolutions #SmartMoneyChoices #2025Goals

[1 Finance @1FinanceHQ]

At the Global Financial Planner's Summit 2024, Akhil Rathi, SVP - Financial Concierge at 1 Finance, shared his key takeaways, emphasising the importance of combining investment strategies with a behavioural perspective in financial planning.

He highlighted how meaningful one-on-one conversations made the event stand out from the usual routine.

@Akhil_Rathi
#GFPSummit2024

[Akhil Rathi @Akhil_Rathi]

@RamaniSumit 🙏

[Akhil Rathi @Akhil_Rathi]

Did my duty for the Nation.

[1 Finance @1FinanceHQ]

Here’s a snapshot from our recent workshop at DHL's Kolkata office to enhance financial well-being among their employees.

Together with DHL, we delivered practical tools and insights to help employees manage their personal finances with confidence.

A special thanks to Kanika Arora for her invaluable support in this initiative. Together, we’re paving the way for greater financial empowerment in the workplace!

@anoojrmehta @Akhil_Rathi @yaminishah08 @viralbhatt81

[1 Finance @1FinanceHQ]

We're excited to announce that 1 Finance is collaborating with DHL to advance the financial wellness of its dedicated team members.

Just as DHL commits to excellence in logistics, we're dedicated to delivering a blueprint for financial success.

Here's to a partnership where financial empowerment is the delivered package!

[1 Finance @1FinanceHQ]

This past weekend, the 1 Finance team gathered not in the conference room but on the cricket field for the 1 Finance Premier League!

From thrilling catches to breathtaking boundaries, each moment showcased the dedication and passion of our team members.

More than just a tournament, this event celebrated our values, demonstrated our unity, and reminded us of the joy and excitement that come from teamwork.

@MohanParsuramka @priyankasalil @rohit_tahal91 @GouravSarkar47 @Akhil_Rathi @RcBiyan @Duke26sagnik @aakashkotian3 @das_taan @Charmi_patel13 @mashru_purvang @Amul57441206 @SinghN394548 @KalpeshChapde @Tuxharr26 @PiyushBora14945 @RommelGomes1 @ele_amk @chirag_0088 @AakashRachh

[Akhil Rathi @Akhil_Rathi]

Thane Half Marathon

[Akhil Rathi @Akhil_Rathi]

Customer Success is Company Success.

A huge shoutout to our amazing team @1FinanceHQ , members (customer), and partners who have been a driving force behind our success.

[Marketing IN @MarketingIN]

𝕏 is the global town square where brands and customers meet.

Here are the brands that kept people talking on 𝕏 in 2023.

Congratulations to @JioCinema for being the most mentioned brand in India 🙌

#YearOn𝕏

[1 Finance @1FinanceHQ]

Teamwork in Action at 1 Finance!

Our core team joined forces with the Financial Concierge (FC) team to achieve an incredible milestone: conducting over 100 meetings in a single day.

We expanded our orientation call slots, reducing wait times to ensure that every customer receives the timely guidance they deserve.

This is the #1FinanceSpirit – a commitment from every team member to your financial wellness journey.

Your trust in us fuels our dedication to serve you better, every day.

[1 Finance @1FinanceHQ]

Knowing your net worth is more than just understanding a number; it's about comprehending the true value of your assets and liabilities.

Discover the significance of this key metric and how it can empower your decisions, transform your financial mindset, and lay the foundation for a secure and prosperous future.

@Akhil_Rathi

[1 Finance @1FinanceHQ]

Lights, Camera, Dreams! 🎬

We illuminated dreams in Delhi, Bangalore and Mumbai with a special screening of 'सपने Vs Everyone,' a @TheViralFever (TVF) Original series, proudly presented by us.

Here are glimpses from the inspiring event, which was a resounding success, echoing the spirit of determination and ambition.

@JeetMarwadi @kevalb26 @AmbrishVerma01 #ParamveerCheema @nouwwwin #VijayantKohli @jairoopjeevan #VaisakhShankar #SukhwinderChahal @EklaveyKashyap #KirandeepKaurSran #AkshitGrover #IshanSingh @ArunabhKumar @vijaykoshy @VaibhavBundhoo @PranavThakker84 #SapneVsEveryone

[Akhil Rathi @Akhil_Rathi]

Yes Dream must not die ! Very well written and directed by @AmbrishVerma01 . Thank you @JeetMarwadi and @kevalb26 for making me part of a special screening.

[The Viral Fever @TheViralFever]

Embark on a journey where dreams meet challenges in our new show - Sapne Vs Everyone, a TVF Original Series presented by 1 Finance 🌍💫 The battle for success is fierce, but remember, 'The dream must not die.' 🌌✨

Trailer Out On December 4 On TVF’s YouTube Channel!
@1FinanceHQ

[Akhil Rathi @Akhil_Rathi]

Diwali teaches us to look forward to the future with optimism, let go of previous financial errors, and recognize that our thoughts have a significant influence on our financial future.

#HappyDiwali