Corporate Employee Financial Wellness - Finatoniq

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Corporate Employee Financial Wellness

Financial clarity. Better decisions. Healthier employees.

Program Components

Personal Finance Profiler

Confidential assessment to help employees understand financial health and gaps.

Six Expert-Led Webinars (Annual Program)

Holistic personal finance framework
Understanding investment opportunities
Practical wealth creation
Life insurance essentials
Health & general insurance
Taxation basics & will writing

Behavioural Finance Profiler

Identifies money habits, biases, and emotional triggers.

Employee and HR Dashboard

A dashboard to check progress for employees and for HR to track relevant data points on program implementation progress.

Tools Corner

Self-service calculators for SIPs, goals, retirement, and insurance needs.

Mutual Fund Peer Group Education

Simplified performance comparisons focused on long-term understanding.

Structured Financial Intelligence. Behaviour-Led Outcomes. Experts led empowerment

Finatoniq Ventures Private Limited is a financial intelligence and engagement firm, a practice management thought inspired company founded by senior industry professionals with deep experience across asset management, wealth advisory, fintech, banking, consulting, training, and education.

We operate at the intersection of behavioural finance, risk intelligence, technology platforms, and expert-led human intervention — enabling financial ecosystems to move from transaction-led models to outcome-oriented engagement.