Financial Wellbeing of Employee As Strategic Business Approach

The findings from the 2022 PwC Employee Financial Wellness Survey, which covered more than 3200 US employees, revealed that the findings are valid for organizations all over the world.

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The Journey So Far

Personal finance issues have a major impact on mental health, sleep, self-esteem, physical health, relationships, productivity, and attendance. Employing financially distressed employees can negatively impact your organization. If your team members are more likely to seek opportunities elsewhere if they perceive another employer to be more committed to their financial wellbeing, believing it would enable them to reach their full potential.

For example, poor credit card management can be a trigger for someone to look for another job as a solution to their financial concerns. While they might be hesitant to discuss it openly, their personal financial challenges hold significance for you because their productivity and positive engagement can have a decisive impact on the team's success.


Shouldn't You Be Concerned About The Findings

Financial wellbeing support may be viewed as an incentive or, more appropriately, as a smart business strategy. It is the all-important support that bridges the interests of the organization and those of every employee.

Here Is One Stop Solution For Employee Wellness

How it works?

There are two arms of the financial wellbeing programme we have designed for you. 


Knowledge

  • Group sessions and webinars.
  • Workshops for targeted groups. 
  • Help desks.

Action

  • Individualized holistic financial planning and execution.
  • Expert second opinion on important financial decisions.
  • On-call SOS support.
  • Help with insurance planning and claim.
  • Assistance for coping with life transitions.

We begin with a discovery meeting where we assess the individual’s needs and goals. We offer a solution, and the individuals can sign up to try it out. We review the progress after six months and tweak or alter the program if required. 

The goal is to help your team gain from disciplined budgeting, reduction of debts, advance planning for large purchases and important events, and early preparation for peaceful retirement, all of it culminating in a well-thought-out estate plan and being their best selves.


Why financial wellbeing is a win-win?

Benefits to employees:

  • Take charge of own finances.
  • Reduce financial stress.
  • Gain maximum at minimum risk.
  • Greater security for self and family.

Benefits to the organization:

  • Increase retention.
  • Boost employee morale.
  • Greater engagement.
  • Tax reduction.

Why us?

We are International Money Matters Pvt. Ltd. Your employer chose us to take care of your financial wellbeing because that's what we've been doing for over two decades across eight countries. We are responsible for protecting and nurturing the personal wealth of more than 600 beneficiaries valued at over ₹2,000 crores in AUM. It is a responsibility that we take seriously.

After all, we are among the pioneers of financial advisory services in India. We were the first to offer a financial wellness program to companies and their employees. And, of course, we are a Registered Investment Advisor with the Securities and Exchange Board of India. 

For us, it is not just about the money. It is about you and what you want us to help you achieve. Our team takes great care in drawing up a plan that is best for you. Then we'll walk with you and help you implement it. We are constantly watching for changes in your life and in the turbulent world of investments. Because the safety of your wealth matters the most to us. 

Help us help you focus on your priorities at work and outside.

What's Next ?

Please let us know when we can come over and brief your team in person about the packages you have available. We can then schedule the first orientation meeting (online or in person) for the first group you choose. Once we sign up, we will be assigning members of our team to work with each participant to plan and execute the next steps under the financial wellbeing program module chosen by them.

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Putting People First

IMMPL stands firm on top of its three core pillars.

Each and every member of our team lives by these three virtues and is committed to empowering our clients to achieve the life that they desire. We offer no false promises; our goal is clear from the get-go- to put you on a well-planned, and well-executed journey to personal and financial fulfilment.


Shantala Kumble

Principal Officer - Insurance

Rahul Jain

Sr. Vice president Research & Financial Planning

Shweta Rai

Sr. Vice president Operations

Lovaii Navlakhi

Managing Director & CEO

Testimonials

Check out what our clients say

Sreedhar 1

IMMPL ensured that I was able to articulate and achieve my financial goals. The team at IMMPL embodies professionalism, empathy, friendship and trust. I thank them for all that they have done and continue to do for me. All the awards and industry recognition they receive are well-deserved.

Sreedhar 2

IMMPL ensured that I was able to articulate and achieve my financial goals. The team at IMMPL embodies professionalism, empathy, friendship and trust. I thank them for all that they have done and continue to do for me. All the awards and industry recognition they receive are well-deserved.