Why Financial Wellness matters

Take away the stress

Taking away the stress of planning and managing personal finances wisely would ensure a more productive workforce and a more relaxed work environment.

Make them feel valued

Corporates that take an interest in helping employees manage their personal finances are able to make their employees feel valued and cared for in a more personalized way compared to what they can achieve with a generalized solution such as a Group Insurance.

Develop loyalty

Knowing that the company cares translates in to lower financial stress for the employees. The organization stands to gain basis a more engaged and loyal employee resulting into better productivity and lower attrition.

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Benefits for your Employees

Finintent Investment Adviser brings about a behavioral change in the way the employees take decision regarding their hard earned money –

  • have a holistic view to their finances as compared to silos
  • give a goal orientation to investments
  • be prepared for any type of contingency
  • maximize on their tax savings in the most efficient manner.

Once they are made aware of the choices available to them, the power to decide whether or not to enroll rests with the employee. We leave behind contact details in case they need time to consider what has been offered.

Let us be your ally and help you tap into the full potential of the greatest asset of your company– the employees, by making them feel valued.

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Benefits for your HR department

We work in tandem with your HR Department to organize and conduct the financial wellness program –

  • Schedule the program
  • Marketing the program for maximum participation
  • Give a consolidated feedback of the employees on the initiative and improvements(ifany)
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Customized solutions for your workforce

Conduct awareness sessions on various personal finance topics

  • What ,Why and How on Financial / Retirement planning
  • Estate Planning (Will writing)
  • Features and comparison of various investment products ( inclusive of tax saving products)

Awareness sessions to employees can be in homogenous groups - basis age / grades enabling a more focused, customized and engaging session.

Interested employee can choose to have a one on one engagement with us for a better understanding, with no obligation to avail of our services.

How we engage

The above solutions can be offered by way of an employee-benefit initiative, engaging us in both or one of the following manners:

By conducting a series of educative / awareness sessions on various topics related to personal finance.

By offering personalized financial reports to all or a specific segment of employees – e.g. Employees having completed a specific number of years in the organization, middle or senior management employees, employees nearing retirement, consistent or top performers basis annual appraisals.

Consider us your ally to make a genuine difference to the day to day life of your employees.