Corporate Financial Wellness

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. 1- Financial Literacy sessions and workshops for women employees (3 sessions a year)
    1. Basics of personal finance
    2. India focused investment products
    3. Plan effectively for your financial goals)
  1. 2- Customized financial plans for 10+ women employees covering the following:
    1. Cashflow management and budgeting
    2. Planning for retirement and financial independence
    3. Insurance need analysis – life and health
    4. Goal based portfolio construction and management
    5. Taxation on investments
  1. 3- Periodic review and tracking of the financial plans for all employees enrolled in the program.