
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?

























