The Moneyplanting Program
Financial wellness corporate trainings that are sales-free, riveting and comprehensive
Financial Wellness & Literacy
A critical lifeskill, yet severely undertaught
Only 2 out of every 10 Indians possess an adequate knowledge of necessary financial concepts.*
This lack of adequate financial literacy means that despite being well educated, millions fall prey to bad advise, invest hastily, and commit the same financial mistakes year after year.
The loss of personal wealth due to rampant mis-selling
A 4-year Harvard led study spoke about the extensive mis-selling which occurs in the Indian financial market due to agents and advisors being driven primarily by commissions. **
The story in mutual funds is no different.***
** HBS: Understanding the Advice of Commissions-Motivated Agents in India, 2012-2016
The Moneyplanting Program teaches the fundamentals of financial wellness and literacy
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.
Its USP is its emphasis on story-telling and on laying a strong foundation in fundamentals. This makes understanding of more advanced topics surprisingly effortless. It also teaches step-by-step recipes, most common pitfalls, and life’s pro-tips. The highly-engaging content helps in overcoming the fear of finances and learning this essential life-skill, in a way never possible before.
Financial Wellness That Stands Out
THE BUSINESS OF EDUCATION; NOT ADVERTISING
Our financial wellness programs are brutally honest and unbiased. There are no products to push, no commissions to earn. The program’s only source of revenue, comes from the program itself.
It provides Indian working adults with with uncompromised, 100% sales-free financial literacy.
THE ABSTRACT, BIG PICTURE THINKING APPROACH
A typical approach to finances involves exercises in budgeting, book-keeping, planning, and pouring over spreadsheets of data. But this approach only worsens the learning barrier and increases the stigma associated with financial education.
Our program focuses on fundamentals to promote a big picture approach to finances.
STORYTELLING BROUGHT TO FINANCES
The wellness program’s extensive use storytelling, case-studies and live exercises makes understanding of even advanced concepts riveting and effortless.
It re-invents the way people look at money management, by teaching this life-critical skill in a whole new light.
moneyplanting
Verb.
A passive, stress-free mode of investing, which allows its practitioners to spend more time on things that are more valuable than money
How financial wellness at the workplace benefits HR
Reduced support overhead
The increase in employees’ financial know-how significantly reduces support load on queries related to salary, tax-saving, insurance and more.
Creating better employee incentive programs
HR and payroll teams will be able to craft more compelling compensation programs due to the increased know how of investment options and taxation.
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 your employees immediately, and well into retirement.
Of all the L&D initiatives you could provide, this program offers both high impact, and high RoI.
How financial wellness benefits at an Organizational level
A more productive, less stressed workforce
A competitive edge
In an economy where so many employees are stressed about money, providing talented workers with resources to address that stress can be viewed as a competitive edge.
Increase in job satisfaction
The program acts as a true altruistic demonstration of an organization’s commitment to employee welfare.
Job satisfaction levels increase as employees appreciate the employer for providing an unbiased financial program that is hard to find elsewhere.
Financial Wellness Testimonials
NEVER SEEN PEOPLE MOBBING THE SPEAKER AFTERWARDS. GREAT SESSION. ENTHRALLED!
The session was beautiful. It really demystified personal finances for dummies. Thanks!
ASHA MOKASHI, DIRECTOR, SEMICONDUCTOR FIRM
It was lovely and refreshing to hear the talk. It was also a nice validation of everything we have studied and practiced over the years. Thank you so much for taking the time to do so! Deeply appreciated.
J SERRAO, GENERAL MANAGER, GLOBAL CONSULTANCY FIRM
It was a great pleasure having you over. Thanks a lot for sharing the valuable knowledge with us. I am very sure each and every one benefited from the session.
ROBERT D'ROZA, FOUNDER, NOT FOR PROFIT FIRM, BANGALORE
Past session financial wellness attendees from
Our participants come from diverse backgrounds – everything from IT, Consumer products, Legal, Accounting, Semiconductors and more.
As part of the evaluation process, we’re happy to share with you our list of partners.
REQUEST AN EXECUTUVE OVERVIEW
Request an executive overview of the program. See the program’s life-altering content