Employee Financial Wellness

The employee benefit your team will actually thank you for.

Famli gives your employees free, clear insights into their mutual fund portfolio — no jargon, no advisor fees. Plus a live session where a SEBI-registered advisor answers the questions your team actually has.

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Famli financial wellness session
Famli Financial Awareness Session Turning financial stress into financial strength — one team at a time.
57% of employees say finances are their #1 source of stress PwC Employee Financial Wellness Survey, 2023
56% spend 3+ hours every week at work dealing with money worries PwC Employee Financial Wellness Survey, 2023
7.3hrs of productivity lost per employee per week to financial stress BrightPlan Wellness Barometer Survey, 2024
The Problem

Financial stress is your
hidden productivity leak.

01

No visibility into MF performance

Employees invest in mutual funds but have no clear picture of which ones are actually performing — and which are quietly underperforming.

02

Scattered financial picture

Money across banks, MFs, FDs, and loans — no single view of where they stand. Decisions made in the dark.

03

No trusted place to ask

Real financial questions but no access to a qualified, unbiased advisor. What little advice exists often comes with an agenda.

04

One-off talks that don't stick

Generic seminars and brochures don't change behaviour. Employees need an ongoing tool — not a one-time event.

How It Runs

Three steps. One session that actually helps.

We prepare before we show up — every minute is built around your team's real questions.

1

Your team submits questions anonymously

So people ask what they actually want to know, not what sounds polite

2

We tailor the session around those questions

MF performance, loans, goal planning — built around your team's reality

3

Live Q&A with a SEBI-registered advisor

Real answers — followed by a hands-on Famli app walkthrough

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Financial Awareness Session

Not a seminar. Your team's questions, answered live.

Before the session, employees submit their real financial questions — anonymously. Our SEBI-registered advisors answer them directly. No fluff, no generic slides.

Questions we have received in the past
Q

How do I know which of my mutual funds are actually performing well?

Q

I have 6 MFs — are any of them overlapping or cancelling each other out?

Q

Should I pay off my home loan early or keep investing?

Q

How do I build a financial plan given my current salary and EMIs?

Q

How much of my salary should I be saving to hit my goals?

What They Take Home

A tool they keep using
long after the session.

📈

Free MF Insights

See which mutual funds are performing and which aren't — at a glance, for free, without needing a financial advisor.

📊

Unified Financial View

Bank accounts, MFs, FDs, and loans — all in one dashboard. Auto-synced via Account Aggregator. No manual entry.

🎯

Goal Planning

Set and track financial goals — a home, education, retirement — with a clear view of how they're tracking against current savings and investments.

🤖

AI Insights via Buddy

Buddy, Famli's in-app AI assistant, surfaces personalised financial insights and answers questions on demand — even after the session ends.

From Real Users
Famli user testimonial
The Full Rollout

Simple to launch.
Zero IT overhead.

01

We onboard your team

Famli handles all invites and setup. Employees get access to the app with a guided start — no IT involvement needed.

02

Questions collected in advance

Employees submit their real financial questions anonymously before the session date. We review, prepare, and personalise.

03

Live awareness session

A SEBI-registered Famli advisor answers the submitted questions live, then walks the team through the app in real time.

04

Ongoing clarity, not a one-off

Employees keep using Famli — MF insights, unified dashboard, AI guidance — month after month. Not a one-time event.

Why companies trust Famli

🏛️ SEBI Registered Investment Adviser · INA000021979
🔐 ISO 27001 Certified
🏦 RBI Account Aggregator Framework
📱 Bank-level Encryption

Ready to give your team financial clarity they'll actually use?

One session. One app. Free MF insights from day one.

Book a Discovery Call