The Moneyplanting Program

The Moneyplanting Program On Financial Wellness By Vinod Desai - Author Smart Money Moves

Employee financial Wellness Workshops

Everyone needs to attend this yesterday!
HR Manager, ARM

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

*** Wealth lost to commissions in FY 2018-19

The Moneyplanting Program teaches the fundamentals of investing 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.

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.

Why the program is unlike any other

FINANCE IN A WAY NEVER TAUGHT BEFORE

Financial trainings are known to be notoriously boring and mostly ineffective.

This Moneyplanting program’s use of storytelling, case-studies and live exercises  makes understanding of even advanced concepts, rivetting and effortless.

The program re-invents the way people look at finances, by teaching this life-critical skill in a whole new light.

THE BUSINESS OF EDUCATION; NOT ADVERTISING.

The program is brutally honest and unbiased. There are no products to push. No commissions to earn.

The program’s only source of revenue, is from conducting the program itself.

FINANCIAL LITERACY THAT GOES BEYOND INVESTING

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

The Moneyplanting program goes beyond investing and tax-saving, and teaches every aspect needed by every working individual to live a financially well-rounded life.

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How a financial wellness program benefits HR

and Payroll

Reduced support overhead

Free up the time spent by your HR and payroll team’s by reducing the time spent on supporting concurrent, repetitive financial queries.

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.

BOOTCAMP

ESSENTIAL PROGRAM

COMPREHENSIVE PROGRAM

How the program benefits at an Organizational level

A more productive, less stressed workforce

Studies show that employees who know how to invest their money tend to be less stressed compared to those who don’t.
 
Access to such programs is also known to increase work productivity, and employee retention.

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.

Testimonials

Never seen people mobbing the speaker afterwards! Great session. Thanks! Enthralled. The session was beautiful. It really demystified personal finances for dummies."

ASHA MOKASHI, DIRECTOR, ARM

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, BTS ASIAPACIFIC | CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS

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, HOPE INSTITUTE

Past session attendees from

GE Global Research

Art of Living

Carbon Design

Bangalore International School

Emtropy Labs

Arm
 
Gayathri & Namith Architects
 
BTS Asiapac
 
Digite Inc.
 
AVF
 
Luxe Affair
 
Hariyali Seeds

Go on, get on the list

Request an executive overview of the program. See the program’s life-altering impact for yourselves.

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

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