A benefit your team actually uses

The employee benefit your team will actually thank you for.

Join a live session where a SEBI-registered advisor breaks down FDs, debt funds, and SIPs — and answers the questions your team really has.

SEBI-registered Investment Adviser (INA000021979) · ISO 27001 certified

Famli Financial Awareness Session — turning financial stress into financial strength, empowering teams across India
57%
of employees say finances are their #1 source of stress
PwC Employee Financial Wellness Survey, 2023
3+ hrs
spent every week at work dealing with money worries
PwC Employee Financial Wellness Survey, 2023
7.3 hrs
of productivity lost per employee, per week, to financial stress
BrightPlan Wellness Barometer Survey, 2024
The problem

Financial stress is your hidden productivity leak.

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.

A scattered financial picture

Money spread across banks, mutual funds, FDs, and loans — with no single view of where they stand. Decisions get made in the dark.

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.

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 in a room.

2

We tailor the session around them

MF performance, loans, goal planning — built around your team's real situation, not a generic deck.

3

Live Q&A with a SEBI-registered advisor

Real answers to real questions — followed by a hands-on walkthrough of the Famli app.

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.

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.

📈

MF insights

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

📊

Unified financial view

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

🎯

Goal planning

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

🤖

AI guidance via Buddy

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

From real users

In their words

The people using Famli after a session tell the story better than we can.

Famli user review: “UI looks very impressive.” Onboarding flow is seamless and smooth; the haptic sound while entering DOB was great. Overall a good app — five stars.
The full rollout

Simple to launch. Zero IT overhead.

Step 01

We onboard your team

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

Step 02

Questions collected in advance

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

Step 03

Live awareness session

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

Step 04

Ongoing clarity, not a one-off

Employees keep using Famli — MF insights, unified dashboard, AI guidance — month after month.

Why companies trust Famli

Regulated, certified, and built for your team's peace of mind.

SEBI-registered Investment Adviser · INA000021979
ISO 27001 certified
RBI-regulated Account Aggregator framework
Bank-level encryption

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

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

Book a discovery call