Financial Wellness - Templates

Employee financial wellness survey for HR teams

Saventh helps HR teams understand financial wellness needs before launching sessions, so employee education starts with the right themes.

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Why Run a Financial Wellness Survey

A survey helps HR understand common financial stress themes without asking employees to disclose sensitive details in public.

It can reveal interest in topics such as budgeting, tax, insurance, loans, investing basics, retirement, and family goals.

The output can guide which literacy sessions to run first and how to position financial wellness as a useful employee benefit.

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Templates

Saventh helps HR teams understand financial wellness needs before launching sessions, so employee education starts with the right themes.

What to Ask

A practical financial wellness survey can cover:

  1. 1

    Confidence with budgeting and monthly expenses

  2. 2

    Emergency fund readiness

  3. 3

    Debt, EMI, and credit pressure

  4. 4

    Insurance awareness

  5. 5

    Tax-season confidence

  6. 6

    Interest in SIPs, investing, and long-term goals

  7. 7

    Preferred format for workplace sessions

From Awareness to Action

The first step is practical education. After the session, employees who want personal help can voluntarily continue into deeper planning support.

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Goal-based financial planning

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Investment planning

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Mutual fund discussions tied to goals

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Insurance planning

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Tax planning

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Retirement planning

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Financial goal reviews

Benefits for HR

Survey inputs help HR plan better financial wellness sessions.

  • Identify high-interest financial literacy topics
  • Plan sessions around employee needs
  • Avoid guessing what employees want
  • Support wellbeing without public disclosure
  • Create better communication for launch
  • Measure interest before optional planning

Why Saventh

Saventh is built around workplace financial wellness for Indian employees. The approach starts with literacy, keeps the language simple, and respects employee choice.

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Education-first workplace sessions, not sales-first workshops

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Practical examples for Indian salaries, families, EMIs, tax, and goals

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Interactive delivery suitable for HR, People Ops, and leadership teams

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Optional personalised guidance only for employees who ask for it

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Goal-based planning, insurance, tax, and retirement support when requested

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No return promises, pressure, or invented statistics

Frequently Asked Questions

What is an employee financial wellness survey?

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It is a workplace survey that helps HR understand employee financial stress themes, literacy needs, and preferred support formats.

Should the survey ask for personal financial details?

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No. It should focus on themes, confidence levels, and topic interest rather than sensitive personal information.

What happens after the survey?

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HR can use the results to plan financial literacy sessions and optional planning pathways.

Schedule a literacy session

Schedule a literacy session after identifying employee financial wellness needs.

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.

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Employee financial wellness, literacy sessions, and guided next steps for Indian workplaces.

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