Corporate financial wellness workshops
Financially confident employees. A stronger workplace.
Money worries follow people to work. Financial education gives employees the awareness to manage cash flow, understand debt and approach their goals with more confidence, delivered as an educational benefit with no product selling.
Who it is for
- HR managers and people teams.
- Founders and business leaders.
- Employee engagement and wellness committees.
- IT companies, hospitals, clinics and professional firms.
Workshop topics
- Employee money management.
- Debt and EMI management.
- Emergency funds.
- Financial goal setting.
- Insurance awareness.
- Tax awareness.
- Investment fundamentals.
How a workshop comes together
Step 1: Discovery call
Understand your workforce, goals and preferred format.
Step 2: Topic selection
Choose one topic or a series, tailored to your teams.
Step 3: Delivery
On-site, virtual or hybrid sessions with time for questions.
Step 4: Follow-up
Optional resources and follow-up sessions for employees.
About the speaker
Rama Rajesh is a financial educator and founder of RRR Wealth Solutions, holding the Chartered Wealth Manager (CWM – AAFM India) and Chartered Financial Goal Planner credentials and a recipient of the Times Excellence Award. She speaks at women’s summits and workshops and has shared financial education on Suman TV and iDream Media.
More about RamaScope of this service
Included
- Educational workshops and talks.
- Session formats from a single talk to a series.
- On-site, virtual and hybrid delivery.
Not included
- Product promotion during sessions.
- Collection of employee financial data.
Employee financial wellness programmes in India
Corporate financial wellness workshops by Rama Rajesh help employees manage money better, reduce financial stress and plan their future. They are a practical employee wellbeing benefit for IT companies, startups, hospitals, clinics and professional firms in Hyderabad, Telangana and across India.
Workplace financial literacy topics include salary budgeting, EMI and credit card management, emergency funds, financial goal setting, insurance awareness, tax awareness and investment fundamentals. Sessions are educational, delivered on-site, virtually or in hybrid format.
Questions
Will employees be sold products?
No. Workshops are educational. Employees who want individual help can choose to contact Rama Rajesh separately.
Can sessions be delivered online?
Yes. Workshops can be delivered on-site, virtually or in a hybrid format.
Which languages are available?
Please mention your preferred language in the enquiry form.
Plan a workshop for your teams
Tell us a little about your organisation and what you have in mind. You will be contacted to arrange a short discovery call.