FINANCIAL WELLNESS AT CORPORATES

Employee wellness,Employee benefits,

Why Financial Wellness

Financial wellness is the fastest growing employee benefit program worldwide *

Promotes overall wellness( along with health & emotional wellness) and security of employees.

Corporate seen as providing meaningful benefits.

Corporate will be an early adopter, offering this benefit as most large corporations in India, do not currently do so.

Focus on women employees and inductees

Encourages inductees to have good financial foundation leading to loyalty of employees.

Makes women truly empowered by making them financially independent.

All programs can be customized and can be conducted for mixed gender audiences as well

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 Details

Face To Face

Financial awareness programs

Womantra & Fintelligence – smart investing Cover details of various investment & 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

Webinars

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

Inductees

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 building financial consciousness among new hires

Digital Initiatives

Financial Clinic

One hour WebEx/live chat for queries

2 minute Videos

Explainer videos on various topics

Financial Tip of the week & Newspaper Articles

PROGRAM STRUCTURE

Digital resources to be
put up on intranet/shared
on WhatsApp groups
Tangible & measureable
Takeaways

Financial goal sheet given to
the employees in the
programs. Goals Achieved can
be tracked and measured

Monthly
Live Chat
Calendar of sessions across
locations based on age profile

Programs for senior management
also available

E learning for inductees
Combination of in-person
and webinars for existing
employees

PROGRAM STRUCTURE

Digital resources to be
put up on intranet/shared
on WhatsApp groups
Calendar of sessions across
locations based on age profile

Programs for senior management also available

Tangible & measureable Takeaways

Financial goal sheet given to
the employees in the
programs. Goals Achieved can
be tracked and measured

E learning for inductees
Monthly Live Chat
Combination of in-person
and webinars for existing
employees