FAQ

Financial wellness is empowering employees with the right education, knowledge and awareness to help them manage their financial life better.

Finsafe is the India’s first and only pure financial education company which is focused on equipping people with education to handle their money with focus on goals, growth and safety. There is no business solicitation or brand promotion and the all the programs are completely educational.

Finsafe offers a mix of in-person and digital learning, through webinar and e-learning programs for every age and income level. The focus of all the programs is to build savings consciousness and help people plan for their financial lives with the right investments and smart borrowing options.

Finsafe also facilitates financial, insurance, tax and legal counselling services to help employees clear their queries/concerns about their finances as well as guide them on various aspects of handling money better.

No, Finsafe is a pure financial education company and does not offer financial advisory services.

Finsafe does facilitate financial, insurance, tax and legal counselling services to help employees clear their queries/concerns about their finances as well as guide them on various aspects of handling money better.

Financial wellness covers all aspects of personal finance including topics on savings, investments, loans, taxation, financial planning and estate planning.

Yes, there are various programs available for employees of all grades.

Yes, there are programs designed for women associates as well. Womantra, our flagship program has won the CNBC Grand Jury Award in 2015 and 2017.

Yes, most of the programs are conducted by in house trainers. Finsafe also has external trainers who can deliver programs on various topics in various languages.

All Finsafe’s in house trainers come with more than 20 years experience in the financial industry. All the external trainers also come with vast experience in the financial services industry and are only educators and not advisors.

The programs can be conducted in English and Hindi. Trainings could also be delivered in vernacular languages like Tamil, Kannada, Gujarati, Marathi, etc.

Yes, most of the programs are conducted by in house trainers. Finsafe also has external trainers who can deliver programs on various topics in various languages.

The charges for the webinar/ classroom sessions are per session. The charges vary depending on the level of the program (beginner, intermediate or advanced level programs).

Yes, Finsafe believes in continuous learning and hence has a Financial wellness portal with a lot of learning material.

The Financial Wellness portal (knowledge portal) includes a host of calculators, learning material, FAQ’s, articles, videos and a Finguide on various topics of personal finance.

There is a dedicated mail id for all queries and the TAT for the same is 24 hours.

You can call Finsafe during working hours at 7411677575 or you can send us a mail at support@finsafe.in.

One-on-one counselling is a one-on-one 45 minute interaction between customer and a counsellor to resolve various queries around various aspects of personal finance.

The customer can book a 45 minute one-on-one counselling session with a counsellor. The counselling is completely unbiased with no brand/ scheme recommendations. The slot can be booked online as per customer’s preference by choosing counsellor of their choice and the date and time for the meeting as per counsellor’s availability. A meeting confirmation mail is sent to customer and counsellor and the counsellor then connects with the customer on the said date and time for the one-on-one interaction.

The charges are Rs 1000/- + taxes for a 45 minute financial counselling session.

Customer clicks on the counselling link and chooses the counsellor of his/her choice. Then they need to register with their name, mobile number and email id and login and choose the convenient date and time for counselling and make the payment for the same. A booking confirmation mail is sent immediately to the registered mail id. The counsellor connects with the customer on the said date and time on a mutually agreed medium (Gmeet, Zoom, Webex, phone call, etc) and the counselling meeting happens.

Yes, the customer can reach out to the counsellor post the first meeting as per the confirmation from the counsellor.

All the counsellors are experienced financial advisors and a due diligence is done by Finsafe.

A financial counsellor can help resolve queries around savings, investments, loans, taxation, etc and help give clarity around managing one’s money in a better and disciplined manner.

Tax filing (ITR 1,2,3,4 including RSU/ ESOP/ foreign assets) and advise and management of tax notices/ scrutiny cases is included in Tax counselling.

The legal counselling is done by a lawyer on all matters except family law. The legal counsellor will understand the legal issue faced and will provide guidance on the way forward. The legal counsellor can also help with will writing.

Insurance counsellor can help decide on the right insurance cover suitable as per needs. Insurance counsellor can also deal with Risk Analysis, placement and servicing of policies and can also advise regarding claims and servicing of insurance contracts.

Finsafe has 2 e-learning courses – Finstart (beginner) and Finsmart (Advanced).

Finstart is an animated program with 10 modules which will teach how one can save, invest and borrow smartly. It is a course meant for millennials which gives the right method and tips to build financial security and start on the path of financial independence.

Finsmart is a holistic personal finance awareness program and includes all aspects of financial planning of an individual’s life like investing, borrowing and estate planning. The course is interactive and has calculators and a comprehensive financial planner. Finsmart is intended for people above 28-30 year old who are interested to learn in more detail on how to manage their money.

The courses are open for one year from the date of registration.

The charges for the courses are as below:

Finstart – Rs 1,500/- + taxes
Finsmart – Rs 4,000/- + taxes