Customer story · Healthcare

Nanavati Max and workplace financial literacy

Financial fitness for clinicians and corporate staff — sessions that respect shift work, plain language, and zero HR budget impact.

Healthcare workers save irregularly, face burnout, and rarely attend generic bank seminars. Nanavati Max partnered with Saventh to bring SIP, tax, and insurance basics to the campus in formats staff actually attend.

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Healthcare-specific challenges

Shift rotations limit attendance at standard lunch webinars
Mixed cohorts — nurses, technicians, admin, doctors — different money questions
High need for insurance vs investment clarity
HR wanted trusted, non-sales educational tone for YMYL topics

Programme design for Nanavati Max

Links: `/employers/financial-literacy-sessions` · `/products/learn` · `/employers/workplace-sip`

Element	Implementation
On-site sessions	Campus rooms post-shift; facilitator Q&A
Topics	SIP basics, tax/ELSS, insurance vs investment, emergency funds
Learn follow-up	Mobile quests between sessions — 5–10 min modules
Optional SIP	Voluntary workplace investing for eligible salaried staff
HR reporting	Attendance and quest metrics on HR portal

Feedback from the field

*"Saventh's SIP session finally made mutual funds click for our nurses — plain language, no jargon."* — **L&D Lead, Healthcare**

*"Staff asked for a follow-up on tax saving before proof season — we scheduled a second session."* — **HR Manager**

*"Learn quests worked on mobile between shifts — better completion than our LMS compliance modules."* — **Training Coordinator**

*Quantitative cohort metrics available to prospective healthcare buyers during demo.*

Saventh fit for hospital HR

Campus-friendly delivery

On-site, hybrid, or virtual

Insurance literacy

Term vs investment-linked clarity

Learn more →

Zero cost

Critical for hospital margin environments

Learn more →

Regulated MF access

AMFI ARN 324457 for optional SIP — not chit funds or unregulated products

Healthcare rollout playbook

1. HR identifies cohorts (nursing, admin, doctors separately if needed)

2. Saventh schedules campus or virtual sessions — English/Hindi

3. Learn quests assigned with 2-week completion window

4. Optional SIP campaign for salaried employees post-literacy

5. Quarterly refresh — tax season, women & money module

Next step: Request session topics.

Frequently asked questions

Can Saventh sessions run during night shifts?

Yes. Scheduling flexes for post-shift briefings or recorded virtual modules plus live Q&A.

Are doctors and nurses in the same session?

HR may split cohorts so content matches income and question patterns — Saventh recommends where needed.

Does Saventh handle medical staff licensing or CME?

No. Programmes are financial wellness only — not medical education credits.

Other hospital customers?

Saventh serves multiple healthcare organisations — see `/customers` hub.

Verify AMFI registration?

ARN 324457 at `/legal/regulatory`

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Saventh is an AMFI-registered mutual fund distributor (ARN 324457).

Saventh Investment is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Saventh Investment makes no warranties or representations, express or implied, on products offered through the platform of Saventh Investment. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

AMFI Registered
ARN - 324457