Corporate Financial Wellbeing Program
Corporate Financial Wellbeing Program For Employees
Our Corporate Financial Wellbeing Program in Pune helps organisations support salaried professionals with practical financial awareness, reduced money‑related stress, and better financial decision‑making.
Designed specifically for HR, L&D, and Wellness teams, this program supports employee wellbeing initiatives without product selling or financial promotions.
This program is delivered by a Financial Mentor, not a salesperson, ensuring trust, neutrality, and high engagement.
Why Financial Wellbeing Matters for Corporates & HR Teams
Financial stress is one of the top hidden causes of:
- Reduced employee productivity
- Increased absenteeism
- Mental fatigue and burnout
- Poor long‑term employee retention
By investing in financial wellbeing, organisations demonstrate genuine care for employees’ futures—beyond salary and incentives.
Program Objectives – Financial Wellbeing for Employees
This program helps employees:
- Understand why high salary does not automatically mean financial security
- Identify common financial mistakes made by salaried professionals
- Build clarity around money decisions (without complex jargon)
- Reduce anxiety related to EMIs, savings, insurance, and investments
- Develop a confident and responsible money mindset
For HR teams, the program supports:
- Employee wellbeing initiatives
- Wellness & engagement programs
- Women empowerment and diversity goals
- Financial literacy and awareness mandates
Who This Corporate Financial Wellbeing Program Is For
- IT & Tech companies
- Manufacturing & Engineering firms
- Corporate offices & shared service centres
- Start‑ups & mid‑sized organisations
- Women‑only or leadership teams
Recommended for:
- Salaried professionals (₹30,000+ monthly income)
- Early to mid‑career employees
- Women professionals
- First‑time earners and decision‑makers
Corporate Financial Wellbeing Program Formats
The Corporate Financial Wellbeing Program can be conducted in flexible formats:
1. Awareness Session
- Duration: 60–75 minutes
- Format: Interactive talk + Q&A
- Ideal for: Lunch & Learn / Wellness days
2. Deep‑Dive Workshop
- Duration: 90 minutes
- Includes: Case studies, frameworks, employee interaction
- Ideal for: Focused engagement sessions
3. Custom Corporate Program
- Multiple sessions
- Role‑based or women‑specific formats
- Includes feedback and outcome summary
Sessions can be conducted on‑site or online, depending on company preference.
Core Topics Covered in the Corporate Financial Wellbeing Program
The content is practical, relatable, and non‑technical:
- Salary vs Wealth: The reality gap
- Common financial mistakes employees make unknowingly
- EMI lifestyle traps & cash‑flow stress
- Emergency funds & insurance myths
- Investment confusion without product selling
- Money psychology & decision behaviour
All examples are based on real salaried employee scenarios.
What Makes This Program Different
- No product pitching
- No financial sales or promotions
- Neutral, mentor-led approach
- Practical real-life examples
- High employee engagement
- Corporate-friendly delivery style
This is a trust-building awareness program, not a sales seminar.
Why Organisations Prefer a Mentor-Led Program
Organisations prefer this program because it is delivered by an independent Financial Mentor, not a product distributor or sales representative. The focus remains on employee behaviour, decision-making, and long-term clarity rather than schemes, returns, or promotions.
This makes the program safe, neutral, and easy to deploy across different employee groups without compliance or reputational concerns.
Delivery Style Preferred by HR & Employees
- Conversational & relatable
- Simple language (no jargon)
- Visual slides & stories
- Anonymous real‑life case studies
- Open Q&A encouraged
Employees feel comfortable, involved, and respected.
Safe & HR-Approved Program Design
The Corporate Financial Wellbeing Program is designed to align with corporate governance and HR policies:
- No personalised financial advice is provided
- No employee financial data is collected
- No product discussions or sales follow-ups during office hours
- Fully aligned with employee wellness and engagement frameworks
This ensures a risk-free experience for both HR teams and employees.
Expected Outcomes for Organisations
While this is an awareness-focused program and not a performance intervention, organisations typically observe:
- Improved employee awareness around everyday financial decisions
- Reduced financial confusion and stress-related discussions
- Higher participation and engagement in wellbeing initiatives
- More informed and confident employee conversations around money
Outcomes vary based on employee profiles and organisational context.
Post‑Session Support
Optional post‑session support includes:
- Employee feedback summary for HR
- Optional one‑to‑one clarity sessions (outside office hours)
- Follow‑up workshops or women‑focused programs
All follow‑ups are opt‑in and non‑intrusive.
About Us
The program has been delivered to salaried professionals across IT, manufacturing, and service-sector organisations in Pune, with a strong focus on practical understanding and employee engagement.
With years of experience working with salaried professionals, the focus is on:
- Clarity over complexity
- Behaviour over theory
- Long‑term financial confidence
The approach is educational, ethical, and employee‑first.
Educational Disclaimer
This Corporate Financial Wellbeing Program is designed strictly for financial awareness and education purposes only. No personalised financial advice, product recommendations, investment suggestions, or return assurances are provided during the sessions.
The program is independent in nature and does not promote, distribute, or endorse any financial products or institutions.
Contact for Corporate Financial Wellbeing Program in Pune
If your organisation values employee wellbeing and long‑term financial confidence, this program can be customised to your needs.
📩 Contact us to discuss:
- Program formats
- Session scheduling
- Corporate requirements
This initiative supports organisational wellbeing goals without impacting productivity, budgets, or compliance frameworks, making it easy for HR teams to justify internally.
Support your employees beyond salary—with financial wellbeing.
Corporate Financial Wellbeing Program – HR FAQs
Is this a sales or product‑pitching session?
No. This is a pure financial awareness and wellbeing program. No products, schemes, or financial sales are discussed.
Can the program be customised for our employees?
Yes. Sessions can be customised based on employee profiles, salary ranges, women‑specific initiatives, or leadership groups.
What is the ideal duration for corporates?
Most corporates prefer 60–90 minute sessions conducted as part of wellness days, townhalls, or L&D initiatives.
Do you offer online and on‑site sessions?
Yes. The Corporate Financial Wellbeing Program in Pune is available in both on‑site and online formats.
Can HR attend before rolling it out internally?
Absolutely. HR leaders are welcome to attend an open session as observers to evaluate content quality and employee engagement.