Empower your people to achieve financial freedom

Financial wellness sessions

Why this makes perfect sense for your employees

Time saving exercise

Employees are confused about financial matters & end up spending lot of time looking for right guidance

Unbiased information

Employees may unknowingly be consuming content where the agenda is to steer them towards certain choices, which may not be in their own interest

360 degree wellness

Employee wellness agenda cannot be restricted to only physical & mental wellness; financial stress is one of the biggest distractions

Long Term Benefits

Financial savvy employees with right financial habits are likely to be more engaged, productive & less likely to jump jobs for small increments

Testimonials from organizations

Ashish demonstrated exceptional expertise and professionalism throughout the session. His ability to simplify complex financial concepts and provide practical advice was greatly appreciated by all participants. The content was relevant and valuable to everyone, regardless of their financial background.

Pauline CoutinhoVP & Head HR, Interactive Avenues

Our team found the session to be exceptionally insightful and engaging. The session stood out due to Ashish's unique approach to financial wellness, which combined practical advice with interactive elements, leaving our employees more informed and motivated about their financial goals.

Ankit ShahFinance Head, Gynoveda

The unique aspect about the session was - the simplicity with which complex financial concepts were delivered to the audience. The session provided a very good foundation in personal finance, which can be instantly applied by team members, across levels & age groups. I wish I could access something like this early in my career. Highly recommend this session to all organizations, irrespective of size.

Anupam BagchiFounder, Upswing Financial Technologies

Ashish guided us through practical steps for financial planning that we could implement immediately. His insights into the Do’s & Don’ts of investing were particularly eye-opening. The interactive session also allowed us to get our personal finance queries addressed by an expert. We highly recommend this workshop for anyone looking to strengthen their financial future.

Rinsy BackerHead of People @ ZET (Previously OneCode)

Your queries, answered

What is the financial wellness session all about?

The objective of the session is to equip your employees with the right framework for managing their personal finances effectively. The session has been designed keeping in mind the following:

Basics of financial planning are NOT a part of any education curriculums
Employees’ work, commute & family responsibilities don’t leave them with much time to learn about personal finances.
There is very little unbiased content available on platforms

Why should we arrange this session in our organization?

Employees end up spending a lot of their time, looking for unbiased information on financial matters. This is a major distraction & cause for stress.
When we say employee wellness, this agenda is incomplete without financial wellness. In fact, financial wellness can facilitate positive outcomes on physical & mental wellness.
Financial savvy employees with right investing habits are likely to be more engaged, productive & less likely to jump jobs for small increments.

What topics are covered in the session?

We cover a fairly wide range of topics within the broad umbrella of personal finance. Broadly, we talk about inflation, insurance, investments, healthy financial habits, mistakes they must avoid etc.

We already had a session on financial awareness conducted by a bank or wealth management firm. How is this session different from the ones we already have attended?

All these have a commercial interest in promoting certain types of products. So, the content is designed to steer you towards that. Our sole objective is educating your employees with personal finance concepts so that they become smarter in managing their personal finances effectively.

Is the content more suitable for a particular level, like entry level employees, or employees with 5-10 years’ work experience?

The content has been designed in a manner that employees across levels would be able to apply these concepts to manage their money more effectively.

Is the session only meant for people with fair amount of inclination & knowledge of personal finance & investments?

Anyone who is willing to learn about these topics would benefit immensely from this session. Our content & delivery is done in a manner that complex concepts are simplified in a language all your employees can understand. Further, we encourage your employees to keep asking any doubts during & after the session.

Can we conduct sessions for specific cohorts or topics like financial planning for women, or tax planning for entry level employees etc?

We can put together sessions based on such specific use cases. We have even done sessions for 9-12 year old kids of employees, where they were exposed to the basics of money, saving, spending, etc through interactive exercises.

If I want to organize these sessions in my organization, how do we go about it?

Please reach out to ashish@path2goal.in or connect at +91 98203 47128.

How do the commercials for these sessions work out?

Please reach out to ashish@path2goal.in or connect at +91 98203 47128.

Is the session done in offline or online mode?

While we have a preference for sessions conducted physically, we respect the hybrid/ fully remote working mode in organizations & for such cases, we deliver live online sessions as well.

What infrastructure does my organization need to have to conduct this session?

First & foremost is – employees who are keen to learn more about personal finance. Besides this, you don’t need anything other than a AV system. As mentioned earlier, we can deliver online sessions as well.