In the current fast paced world, Corporates are realising the need to focus on the overall wellness of their employees – be it physical, mental or financial. This leads to increased engagement and productivity as well as builds loyalty and commitment.
Our Corporate Financial Wellness programs are designed for women employees of corporates.Financially aware women employees are better engaged, more confident and less stressed financially.
What our Corporate Financial Wellness program entails:
1- Financial Literacy sessions and workshops for women employees (3 sessions a year)
Basics of personal finance
India focused investment products
Plan effectively for your financial goals)
2- Customized financial plans for 10+ women employees covering the following:
Cashflow management and budgeting
Planning for retirement and financial independence
Insurance need analysis – life and health
Goal based portfolio construction and management
Taxation on investments
3- Periodic review and tracking of the financial plans for all employees enrolled in the program.