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FINANCIAL INDEPENDENCE WORKSHOP

– HARSHA ENGINEERS
FINDEPENDENCE SOLUTIONS
FINANCIAL INDEPENDENCE – THE NEED

Financial stress can have a major impact on employees, from greater health concerns to
trouble with relationships and distractions at work. This same stress can also influence a
company’s well-being, including potentially higher costs due to elevated healthcare plan use,
lost productivity from distractions/absenteeism, and lower savings for retirement or
medical expenses. This special report, based on the results of our 2017 Employee Financial
Wellness Survey, delves into data around stress and its impact on the financial well-being
of both the employee and employer.
The Stress – Cause & Impact:
CREATING FINANCIAL INDEPENDENCE –
THE PURPOSE
•  Individuals are living Pay-cheques to Pay-cheques.
•  Many people are struggling to manage their finances effectively and efficiently.
•  Misunderstandings about finance is making it worse.
•  Our aim is to bring and build clarity about the need of varied financial products.
•  Efforts is right direction lead to financial security and independence.
THE PLAN

•  A very simple module to help people understand and accept.


•  Imparted through an interactive delivery methodology.
•  Interactive exercises, practical examples, and real-time coaching.
•  Fun yet focused environment.
THE PAY OFF FOR EMPLOYEES

•  Empowering Individuals lead a Financially Independent Life.


•  Enabling them to manage their Personal Finances in the most efficient manner.
•  Removing misconceptions and myths that revolves around Finances.
•  Help them Avoid getting into the Financial Trap of Frauds & Liabilities.
•  Awareness about various Financial Products & Asset Classes.
•  Convenience of Technology to manage finances day-to-day.
THE PAY OFF FOR EMPLOYERS

•  Helping Organizations reduce attritions resulting out of Monetary gains.


•  More productive employees with lesser stress about their finances.
•  Employers seeking interest in Employees personal life & challenges is always
a motivation for them.
•  If required can help corporates setup various Employee Benefit
Schemes & Retention Plans.
MR. JATIN HURA – FOUNDER, FINDEPENDENCE
SOLUTIONS
•  Jatin Hura – The brainchild behind and the founder of Findependence Solutions.
•  The primary intent to start Findependence Solutions was to Empower Salaried
Individuals with Financial Awareness.
•  11 + years of experience in the Wealth Management Industry.
•  Extensive knowledge on the modalities of the financial industry.
•  Worked with companies such as Birla Sun Life & Deutsche Asset & Wealth Management
at senior roles.
•  Have trained more than 5000 individuals across various financial aspects.
DELIVERABLES

•  Tailor made workshop for Salaried Individuals at different levels of Corporate Structure.
•  The Duration of the workshop would be 120 minutes plus 15-30 mins of Q&A.
•  Financial Health Checkup Tool to be provided for Continuous Financial Management.
•  Tax Planning.
•  Free Advisory for Personal Financial Planning.
•  Online Platform & Mobile App for transacting & tracking your Financials.
INVESTMENT

•  The workshop cost would Rs. 7500/- for a group of 50 – 70 people.


•  The only we need is your help in supporting us to execute the program Successfully.
REQUIREMENTS

•  Venue with a seating capacity of 100 - 300 individuals.


•  Audio / Visual Aid.
•  120 mins + duration to conduct the workshop.
•  Feedback from Individuals..
•  Text/AV Testimonials from the participants and management.
www.findependence.in ; support@findependence.in ; +91-99244 88884 ; 079 – 4890 4990

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