Knowledge of good investing can do wonders. Reward your employees with a 10-year head start.

Financial Wellness Programs and Resources in India - The Moneyplanting Program And Smart Money Moves

The Moneyplanting Program on Employee Financial Wellness teaches the fundamentals of wealth building and essential finances.

And it does so in a way rarely taught before. This is critical, essential knowledge; one which even the financially inclined take more than 10 years to gather.

Acclaim For The Program

An Eye-opener!


ARCHITECT, gayathri and namith architects




Super kickstarter


SENIOR UX DESIGNER, emtropy labs

Everyone needs to attend this yesterday!!


hr manager, arm

Consolidated, easy to understand





founder, luxe affair

Enlightening. Powerful. Exciting.


head of sustainability, AOL

Best session ever!


entreneuer, BANGALORE

Never seen people mobbing the speaker afterwards! Great session.


senior manager, ARM

Investment & MF Simplified



What’s behind the hype?

Our participants consistently describe the workshop as ‘Exciting’, ‘Life-changing’, ‘Liberating’, and more. Here’s what’s behind the hype, and why the program is unlike any other in India.

Employee Program on Financial Wellness - India 1

The business of education; not advertising

90% of personal finance workshops in India are conducted by entities who are distributors and middlemen themselves.

They stand a lot to gain by promoting specific products, investing platforms and services.

We’re 100% sales-free and ruthlessly impartial. There are no products to push. No commissions to earn. The program’s only source of revenue, comes from conducting the program itself.

Employee Program on Financial Wellness - India 3

Reinventing the way people look at finances

The program’s use of storytelling, live demos, and and a mixed-mode training approach makes understanding even advanced concepts surprisingly effortless.

It is this that has helped so many take their first steps in investing, where all previous resources have failed.

The program teaches this otherwise dull and intimidating topic in a whole new light.

Employee Program on Financial Wellness - India 2

End-to-end, critical financial literacy

Saving taxes and investing can be daunting. But these are only a small part of financial well-being.

There are also plenty of products which help save taxes, but erode wealth at a tremendous pace. Millions fall for the ‘tax-saving’ pitch each year.

This program goes way beyond investing and tax-saving. It teaches every aspect needed by every working individual to live a financially well-rounded life.

Business Case For Enhancing Financial Literacy

Educating your workforce on matters of finances and investing is a win-win for everyone. Here are just some of the benefits of improved financial literacy at the workplace.


Reduced support overhead for HR Teams

A significant overhead for any HR department are queries related to insurance, taxation, salary and tax-saving.

This workplace wellness program helps significantly reduce this overhead as employees become much more educated on all aspects of investing, insurance and taxation. This directly leads to reduced support loads.

A truly altruistic demonstration of employee welfare

Due to the topic of finances being so critical, this program directly impacts the well-being of your employees well into retirement.

Better design of incentive programs

A deeper understanding of investment options and taxation in India will help payroll teams craft better compensation and benefit structures, and more compelling employee incentive programs.

High impact, high RoI

Due to the field of finances being critical to overall well-being, the program immediately and positively impacts the lives of all its participants well into retirement.

When it comes to training programs, the return on investment for this program is hence extremely high. 


A Less stressed workforce

Studies show that employees who know how to invest their money well tend to be less stressed compared to those who don’t.

In the wake of news of constant financial news, financial distress is known to reduce productivity, and undermine employee health.

Conducting such a program helps your workforce set aside their financial anxiety, thus allowing them to focus better on work.

Increased job satisfaction

Job satisfaction levels of the workforce is also known to increase since employees appreciate the organization for providing an unbiased financial wellness program that is hard to find otherwise.


Employees will be able to make better sense of business and market financials.

A competitive edge

All employees care deeply about making better decisions for their salary. Providing your workforce with the tools and the knowledge seen as a competitive edge.

Increased employee retention and engagement

Studies indicate that organizations which offer financial wellness programs and resources to their employees have

  • Higher employee retention
  • Increased employee engagement

Corporate Wellness Modules

Here are three different types of corporate wellness modules to engage with.

2-Hour Bootcamp & Book Giveaway

The Bootcamp session teaches critical investing principles and inspires attendees to begin their financial learning. It also provides an excellent overview of the full program.

Essential Program on Financial Wellbeing

1-Day essential FINANCES program

Complementary Bootcamp, fundamentals of all asset classes, A-Z of mutual funds, basic taxation and How-Tos. In short, everything needed get started.

2-day comprehensive program

Everything from the Essential program, plus modules on loans, insurance, life’s pro tips, salary structures and more.

About Vinod Desai

Vinod Desai is to personal finance, what Erin Brokovich is to Consumer Advocacy Law.

Vinod Desai - Author, Speaker

His investing journey started 15 years ago in 2004. His USP comes from the fact that he understands how most adults perceive the topic of finances. With the help of story-telling, he simplifies concepts in ways rarely simplified before.

His work’s focus is on education. He stays outside the commission riddled financial system. This helps him keep his work impartial and unbiased.

Vinod Desai has authored multiple books in the area of personal finances and investing. Through them, Vinod makes critical financial knowledge accessible. The emphasis is on teaching the fundamentals, and treading that middle ground between too much information, and too little. It’s this aspect of his work, which has helped thousands take their first steps in investing.

You can find his LinkedIn Profile here.

Vinod desai’s current and past books

Media coverage