Corporates

FINANCIAL WELLNESS AT CORPORATES

BENEFITS OF FINANCIAL WELLNESS PROGRAMS FOR CORPORATES

DECREASES DISTRACTIONS, INCREASES PRODUCTIVITY AND MAKES WORKERS MORE FOCUSED

Employees financially stressed spend time dealing with these issues and digress from work.

REDUCES ATTRITION AND ABSENTEEISM

Employees are seen switching jobs for minor change in remuneration, mainly due to high lifestyle expenses and excessive borrowings.

EMPLOYEES WANT IT!

Confused about financial matters. Need Unbiased information from an agnostic firm without business interest.

CORPORATE SEEN AS CARING ABOUT
EMPLOYEE WELLNESS

Commitment to a company is driven by nature of benefits offered.

REDUCES HEALTHCARE COSTS

Improves physical and mental health.

By Lifestage Programs for
inductees, junior, mid and senior staff.

Educational Programs No vested sales interest or financial advisory services.

Continuous Learning Resources like financial wellness portal, app & regular updates

Financial Awareness Programs Womantra & Fintelligence – smart investing Cover details of various investments & borrowing products and steps to start managing money.
Duration : 1.5 hours

Financial Planning Session Creation & implementation of a financial Plan with a excel based calculator. For people > 35 years
Duration : 3 hours

Topic Specific Programs Tax Planning, Retirement Planning, Mutual Funds, Building Financial Security etc
Duration : 1.5 hours

One hour animated video based e-learning program – FinStart 10 modules of 5 minutes followed by MCQs to test understanding.

Covers how to save investment options and tax planning, smart borrowing

Helps kickstart financial life & be on the right path

Email Chat Support

Monthly Social Engagement Plan

Financial Wellbeing Portal

BENEFITS OF FINANCIAL WELLNESS PROGRAMS FOR CORPORATES

DECREASES DISTRACTIONS,
INCREASES PRODUCTIVITY AND
MAKES WORKERS MORE FOCUSED

Employees financially stressed spend
time dealing with these issues and
digress from work.

REDUCES ATTRITION
AND ABSENTEEISM

Employees are seen switching jobs for
minor change in remuneration, mainly
due to high lifestyle expenses and
excessive borrowings.

EMPLOYEES
WANT IT!

Confused about financial matters.
Need Unbiased information from
an agnostic firm without business
interest.

CORPORATE SEEN AS
CARING ABOUT EMPLOYEE WELLNESS

Commitment to a company is driven
by nature of benefits offered.

REDUCES
HEALTHCARE COSTS

Improves physical
and mental health.

Program Design

By Lifestage

Programs for inductees, junior, mid and senior staff.

Educational Programs

No vested sales interest or financial advisory services.

Continuous Learning

Resources like financial wellness portal, app & regular updates.

Key In person/ webinar programs

Financial awareness programs

Womantra & Fintelligence – smart investing

Cover details of various investments & borrowing

products and steps to start managing money.

Duration : 1.5 hours

Financial planning session

Creation & implementation of a financial

Plan with a excel based calculator.

For people > 35 years

Duration : 3 hours

Topic specific Programs

Tax Planning, Retirement Planning, Mutual Funds, Building Financial Security etc

Duration : 1.5 hours

E learning programs for Gen Z & millennials

One Hour animated Video

based e learning program – FinStart

10 modules of 5 minutes followed

by MCQs to test understanding.

Covers

How to save

Investment Options and tax planning

Smart borrowing

Helps kickstart financial life & be on the right path

Resources Provided

Email chat support

 

Monthly Social Engagement Plan

Financial well being portal

AND MUCH MORE

Why partnering with us on financial wellness
benefits you and your employees?

Financial Wellness Program Comparison Chart

Why partnering with us on financial wellness
benefits you and your employees?

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