Who We Are

At One Solution, we redefine what it means to be a trusted partner in your financial journey.

We are not just another stock broker or financial service provider.

We are your financial architect — shaping pathways for investors, businesses, and dreamers alike.

Built on a foundation of trust, innovation, and client-first service, One Solution offers a complete portfolio: Demat account management, PMS wealth management, Mutual Fund investment advisory, Insurance solutions, and CRM billing technologies — all brought together seamlessly under one umbrella.

For individuals looking to open a Demat account online or businesses searching for CRM billing software solutions, One Solution provides everything you need to grow, protect, and manage your wealth and operations.

Our Journey:

Every success story begins with a vision.

Ours began with a simple yet profound question: “Why can’t financial services and business solutions be simpler, smarter, and more human?”

Thus, One Solution was born — not to add to the clutter, but to bring clarity.

Starting as a boutique stock broking firm, we soon expanded into Portfolio Management Services (PMS), Mutual Fund advisory, Insurance planning, and CRM billing software solutions to support not only individuals but also SMEs, startups, and large businesses.

Today, our journey continues with one mission — to simplify finance and empower dreams across India and beyond.

Our Core Values: 

At the heart of One Solution lies a set of unwavering principles that guide every decision, every client interaction, and every service we provide:

Integrity Above All

We build relationships based on honesty, transparency, and ethical practice — because trust cannot be compromised.

Client-Centric Service

Your goals shape our solutions. Every Demat account we open, every PMS portfolio we design, every Mutual Fund we recommend — starts with understanding your needs first.

Innovation that Matters

We embrace technology not for its novelty, but for its ability to simplify your financial life — through seamless CRM billing, online Demat account openings, and smart investment tools.

Excellence in Every Detail

From first contact to final execution, we deliver precision, professionalism, and results that exceed expectations.

Growth with Responsibility

We don’t just chase numbers.

We create sustainable financial strategies that balance ambition with protection, ensuring your wealth grows responsibly.

What Sets Us Apart:

Choosing One Solution isn’t just about buying a service — it’s about partnering with a team that treats your goals like our own.

• Stock Broking Expertise: Trusted guidance for Demat accounts, stock market investing, and equity portfolio building.

• PMS Wealth Management: Customized, research-driven portfolios built for growth and stability.

• Mutual Fund Investment Advisory: Access to top-performing Mutual Funds aligned to your financial objectives.

• Insurance Protection: Strategic life, health, and asset insurance planning to secure your future.

• CRM Billing and Business Solutions: Zoho CRM, Vyapar Billing, and Cashfree integrations to boost operational efficiency.

Still wondering,

“Where can I find a stock broker who offers PMS, Mutual Funds, Insurance, and CRM solutions under one roof?”

The answer lies in our name: One Solution.

What We Stand For:

At One Solution, we stand for trust that’s earned, expertise that’s proven, and solutions that are personalized to your journey.

We believe finance isn’t just about numbers — it’s about people, dreams, families, and futures.

Our commitment is to walk beside you, support you, and empower you — whether you are making your first investment, managing wealth across generations, or scaling your business to new heights.

Because at One Solution, your success is our legacy.