Financial wellness Program: Having a healthy relationship with your finances by understanding how you can spend and save your money thoughtfully.
Stress, loss of focus, low morale and sickness are all issues that can arise from employees having low financial wellness, causing Indian businesses an estimated Rs.33 Crores per annum. In fact, 53% of workers admit to feeling stressed about their finances. Despite this, only 15.2% of Indian employers have a Financial Wellness Program in place.
We’re walking a tightrope in India and nobody wants to admit that there’s a problem.
So what actions can employers take to promote financial wellness among their employees? Fortunately, we at AssuredGain are confident we have found a solution in the form of our Financial Wellness Programs.
Low financial wellness among employees causes more problems than you might think.
If you’d like to know more about our Financial Wellness Program, contact us today @7200039282.
ABOUT US:
AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families. We offer unbiased fee based financial advice across all financial products and goals. The advice is customized to each client’s goals and risk appetite.
AssuredGain is promoted by Mr. Narendar Kumar who has over 10 years experience in various areas encompassing financial markets, products, advice and training. Narendar is Certified Personal Financial Advisor (CPFA) . He is also NSE Certified Market Professional(NCMP). Narendar also regularly writes guest post for Marketcalls.
why we are different?
We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets. Our approach is based on identifying the key financial issues that concern you most. With several years experience of financial services and tax planning we can provide the most appropriate financial solution to need your specific requirements.
All of our advisers are qualified and have experience and the technical expertise to ensure that the correct financial architecture is put in place for each and every client. We help and guide you on every aspect of your financial and life planning; from managing your monthly budget, keeping you informed and designing and monitoring your investment portfolio. Everyone is different, we understand and respect that. Above all, we keep it real and relevant for you.
That’s why we believe our approach is revolutionary. We treat you as an individual and give you the time and environment to explore what is important to you. Only when we know what is important to you can we put in place a financial plan to achieve your life’s goals and ambitions.We make sure you are not bogged down by money worries and give you the confidence to stay on top of your financial planning.
What you get:
- A candid assessment of your financial situation
- Goal setting guidance
- A customized cash-flow money map based on your goals, priorities, and resources
- Banking, cash management, and emergency fund recommendations
- Debt, savings, and/or spending recommendations
- Insurance and risk management advice
- Specific investing instructions that you can easily follow using low-cost, no-load index funds
- Access to financial advice or counseling appointments, as-needed, via Skype or telephone
- Email reminders to schedule annual checkups.
What I don’t do:
- Solve all of your financial concerns in a single meeting
- Predict the future or beat the market
- Mass-produce huge, multi-page, multi-section, bound, and tabbed financial plans
- Manage accounts for you
- Provide legal advice
- Judge or berate you for any of your financial decisions.
If you’d like to know more about our Financial Wellness Program, contact us today at 7200039282.
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