Corporate Services

It has been seen that employees with financial stability are able to deliver more as compared to employee lacking the same as most of the working hours are spent in resolving the financial issue. Financial education is something which helps individuals taking proper decisions at right time.

Our sessions never focus towards product rather we concentrate more towards concept. We try to communicate the key financial aspects which is a must for employee like his tax liabilities, understanding the salary structure and its components how to invest for a particular goal and investment options, mutual funds, different type of covers how to choose them etc. We do not put any financial burden on corporates with respect to the Educational session.

For corporates we cater following products

  • Group Health policy
  • Super annuation & NPS schemes for the employees
  • Group pension options for the employees
  • Group Travel insurance for the employees
  • Group Fire and Marine policy for manufacturing companies
  • Mutual Funds or parking Funds for companies where the excess amounts can be parked for short durations
  • Review on current salary structure and suggesting required modifications for getting tax exemption for the corporates and tax saving for employees.
  • Customized financial services for senior management

Overview of sessions

  • Life stages and financial objectives.
  • Inflow and outflow Management
  • Goal Prioritization
  • Inflation
  • Investment asset class (Brief discussion in Equity, Debt and Mutual Funds, SIP)
  • Different instruments for taking Protections (Life, Heath, Motor)
  • Taxation (Tax management clear demarcation among tax exemption and tax implication of different instruments)
  • Debt Management

We have empaneled with almost all Public and Private financial Institutions Few of them are: