FINANCIAL WELLNESS SESSIONS

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Financial Wellness Sessions

Financial Wellness Sessions are conducted to help them to put all your Finances on track , clear your doubts and educate on Financial Wellness
Learnings from Financial Wellness Session

Proper Utilisation of your Money Resources – Income , Expenses , Savings
Get prepared and put your Finances on track to meet – Medical Emergencies, Unexpected Job Loss, Accidental Disability and some unexpected Situations
Keep your other important Financial responsibilities Kids Education, Marriage, Pre Retirement Planning ,etc
Clarity on Money Myths – Savings & Investments

Where we can host Financial Wellness Sessions

Financial Wellbeing Camps can be organized for the following types of organizations;

Companies & Corporates for their employees
Clubs, NGOs & Associations for their members
Housing Societies for their residents
Educational Institutes for their teachers / staff
Women for their Financial Independence
For Kids Age after 8 age group to know about Finances

How we can reach the Crowd

We can do both Offline and Online as per the host convenience

Time and Format of session

We require about 90minutes to deliver the sessions . The more the time provided by the host organization, better is the coverage of content/activities for the prospect

At times on a special request we also customize the session by our Financial Experts as per target audience attending the session basing on their age group ,key areas and specialization

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-82559 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000

Grievance Officer- Mr. ABCD | demo@yourdomain.com

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