Financial wellness education for employees, designed for Indian workplaces

Saventh is an employee financial wellness programme for Indian HR: practical literacy sessions, tools and guided next steps, shaped around your workforce, format and participation goals.

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A short planning call for HR and People teams—no employee financial data required.

Explore Saventh’s employer solutions

Find the programmes and tools that help you bring financial wellness to your workforce.

Financial Wellness Program

An employee financial wellness programme is a workplace learning initiative that helps people build confidence with budgeting, debt, insurance, tax, investing and retirement planning. It complements—not replaces—regulated financial advice or an employer’s existing benefits.

View the programme overview

Financial Literacy Sessions

A workplace financial literacy session is a structured class for Indian employees on salary, budgeting, tax, insurance and retirement. Choose online, on-site or hybrid; it is education, not personal advice.

See financial literacy sessions

Saventh HRMS

Plan sessions, organise communications and review privacy-safe programme activity from one employer workspace.

See Saventh HRMS

Employee Engagement

Extend a workplace session with short learning activities, reminders and optional team challenges. Measure participation and learning at programme level without making personal financial or product activity visible to managers.

See employee engagement

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Find financial literacy and wellness programmes shaped around your industry and workforce.

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What is an employee financial wellness programme?

An employee financial wellness programme is a workplace learning initiative that helps people build confidence with budgeting, debt, insurance, tax, investing and retirement planning. It complements—not replaces—regulated financial advice or an employer’s existing benefits.

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Why employers offer financial wellness education

Financial concerns can affect attention, confidence and benefit decisions. A well-designed programme can support employee understanding while giving HR a consistent, accessible way to communicate practical financial concepts.

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Support workplace focus

Give employees structured learning and tools for common money questions.

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Improve benefit understanding

Connect financial education with relevant workplace benefits and policies.

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Strengthen employee experience

Offer practical support across different career and life stages.

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Build financial capability

Help employees turn information into realistic next steps.

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Support engagement

Use relevant topics, accessible formats and reminders to encourage participation.

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Understand workforce needs

Use privacy-safe, aggregated feedback to plan future sessions.

What the programme can include

Live sessions can be planned around workforce needs. See financial literacy sessions for format and logistics, and the financial literacy for employees hub for employee-facing lessons.

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Live financial literacy sessions

Facilitated sessions for common employee questions, with time for general Q&A.

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Practical learning resources

Plain-language guides, checklists and calculators employees can revisit.

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Topic-based learning paths

Content organised around needs such as salary, budgeting, debt, protection, tax and retirement.

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HR planning support

Help selecting topics, cadence, communication and participation measures.

How implementation works

  1. 1. Understand the workforce

    Align on employee groups, common questions, existing benefits and programme boundaries.

  2. 2. Plan the format

    Select relevant topics, languages, session length and online or in-person delivery.

  3. 3. Launch and communicate

    Provide clear invitations, learning expectations and access instructions.

  4. 4. Review participation

    Use agreed, aggregated measures to refine future learning.

What HR can measure

Track measures that match the programme’s purpose: registrations, attendance, completion, repeat participation, resource use and optional pre/post confidence questions. Report results in aggregate. Do not present productivity, retention or absenteeism improvements as guaranteed outcomes unless the employer has a suitable measurement design.

HR teams can review Saventh’s approach to financial wellness ROI. If you also use an employee wellness score, treat it as a planning input and review the score methodology on that page.

Employee privacy and informed participation

Explain what information is collected, why it is needed, who can access it and how long it is retained. Participation and feedback should be clearly described. Individual financial information should not be shared with an employer unless the employee has knowingly requested and authorised a specific service.

Read Saventh’s privacy policy for how information is handled.

Frequently asked questions

Who is the programme for?

It can be planned for employees across career stages, locations and income levels. The final scope should reflect workforce needs and existing benefits.

Can sessions be delivered online or in person?

Yes. The delivery mix can be selected during programme planning, subject to location, group size and facilitator availability.

Which topics can be covered?

Common topics include salary and payslips, budgeting, emergency funds, debt, insurance, tax, investing and retirement. Content should be prioritised using workforce needs.

How should HR evaluate the programme?

Start with participation, completion and learning-confidence measures. Use aggregated reporting and agree success measures before launch.

Is this personal financial advice?

Workplace education provides general information. Any regulated product distribution or personalised recommendation must be clearly separated and accompanied by applicable disclosures.

Plan a financial wellness programme for your workforce

Share your workforce context, preferred delivery format and priority topics. Saventh can outline a practical programme structure for your HR team to review.

Are you an HR?

Bring your workforce size, locations, preferred format and current priorities.

Reviewed by the Saventh Financial Literacy Team. Educational information for Indian employees — not personalised advice. Mutual fund investments are subject to market risk. Saventh AMFI ARN 324457.