Financial Wellness Sessions

Financial wellness helps improve bottomline and have a more engaged Workforce

Financial awareness/literacy plays a critical role in an individual’s life span. Unfortunately, in India, financial awareness is fairly low. It is only recently with advent of social media that people are becoming more aware. However, we still have a long way to go. This is a topic close to our heart and a responsibility to fulfil.

CONNECT WITH US

What is financial awareness?

  • Basic money management-being aware of how much to spend, save and invest.
  • Understanding the difference between savings and investment.
  • Defining goals and lifestyle aspirations.
  • Building a financial plan to achieve the goals.
  • Knowing basic financial terms- inflation, ROI, risk, investments and insurance.
  • Where to invest your money and how to go about it?
  • Which insurance do you need and how much should be the coverage?

What are financial wellness sessions?

These are knowledge sessions conducted for a group of people in various institutions such as corporates/companies, colleges, hospitals, schools, government offices etc.

How are financial wellness sessions conducted?

We conduct these sessions both online and offline. The online sessions are conducted virtually on zoom/teams. The offline/physical sessions are conducted in the premises of the institution (companies, colleges, schools, hospitals, government offices). One can choose either of the formats.

What are the benefits of financial awareness sessions?

  • These sessions are beneficial for both the employer and employee.
  • Employers are viewed as thoughtful & caring for the employee’s financial wellness.
  • Prudent money management & financial guidance keeps employees stress-free and happy.
  • Employees get unbiased information and knowledge.
  • Reduces attrition as financial awareness & guidance leads to better finances, employees are not tempted to change jobs.

What is the duration of these sessions?

The duration is 1-3 hours depending on the audience interest, topics to be covered and time available.

Who conducts these sessions?

Our Founder-Mr Pradeep Bhasin, who has spent more than 20 years in the financial services industry will conduct these sessions. He has conducted many such sessions across institutions including IIMs & IITs. You can read more about him here..

How much do you charge for these sessions?

These sessions are conducted free of cost.

What happens after the session is over?

We will be happy to take feedback from the participants on the session. In case they require assistance in money management and execution of financial transactions, we will provide assistance.

How can one book this session?

Please share your details below and we will connect with you for the same.

Call Us

+919810440060


Mail Us

info@leapfinvest.com


Reach Us

C-4,15th floor,Esquare Building,PLot C-2,Supertech Business Centre,Sector 96, Noida, Uttar Pradesh-201301