Financial Wellness Program and Desks

Our Financial Wellness Programs are holistic and customized as per the audiences. SBS Fin offers hand-holding on personal finance through our financial wellness programs. Our programs are designed for millennials, women and even the employees of different levels in the society.

The financial wellness programs are offered in 2 ways, coaching the participants on personal finance with Q&As to simplify their doubts. Secondly through counselling sessions conducted through the investment desks at corporate houses.

How these programs can help?

Employees will gain valuable insights:

  • Financial wellness score and assessment – personalized for each one.
  • Budget streamlining to outline income allocation
  • Goals are not enough, have benchmarks set for your financial planning
  • Keep your financial plan Actionable inclusive of resources that helps in improving their financial health

Features if our Financial Wellness Programs

  • Highly interactive
  • Real-time platform
  • Relevant and relatable
  • Provides timely feedback