Employee Financial Well Being Assistance Program

Personal Finance decision making has been complicated by plethora of financial products, volatile market environment, and mis-selling due to commission based distribution structure. It is estimated that salaried professionals spend more than 100 hours in a year looking for help in taking personal finance decisions. Salaried Professionals are being manipulated by Financial Products distributors and advisers selling Loans, Insurance, Mutual Fund and Equity Products. This is resulting in your most valued employees not able to create wealth and are being subjected to financial stress. If Organizations can guard their employees against Financial Product mis-selling, and help employees take charge of their Personal Finance Decisions on their own, it can lead to stress free and wealthy employees. imoneyplant's 4 hour action driven workshop ”Employee Financial Well being Assistance Program (EFWAP)” provides participants with a tool kit “Personal Finance System” and help them create customized plans to “make best of their  earnings

Benefits to Employees

  • Help employees take rational (and not emotional) personal finance decisions using “ imoneyplant's Personal Finance System
  • The program attempts to inculcate financial discipline among employees,
  • The program attempts to increase the savings of employees and help achieve financial goals faster

Benefits to Employers

  • Financially stress free employees giving all attention to job leading to enhanced productivity and bonding with the company
  • Promotes Financial Discipline at work place as well
  • Employee realization that salary increase is not the solution to become rich

Topics Covered

  •  Maximizing Savings
  •  Maximizing returns from  savings
  •  Improving over all financial health
  •  Maximizing Tax benefits
  •  Managing investment risks
  •  Profiting from  investments

Program  Fee  per batch (Max of 30 participants) : Rs 25,000+ Taxes  

Program Duration : 4hrs, each participants will get their own “Personal Finance System”

 


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