Impact of Financial Wellness
Rolling out TrueX Financial Wellness Platform in your organisation is a great way to help your employees with money management and achieving life goals.
Reduce Financial Stress
The financial assessment measures stress levels and understands the root cause. A personalized plan is created to enable employees to focus on their work & make them financially confident.
Achieve their Dreams
TrueX financial advisors work with employees to define their dreams through financial goals and create a time-bound, step-by-step roadmap to achieve them.
Increased Retention and Happiness
TrueX helps employees feel financially stable and secure, resulting in happier workplaces and increased retention.
TrueX Features
Combination of TrueX Advisory App and Expert Advisors take care of all the money management needs of employees
Check Financial Stress
Check for financial stress and money management skills which directly impact employees financial stability
Plan your Home
Right combination of home loan EMI, down payment is advised to maximise tax optimisation and minimise financial stress
Plan your Taxes
Step by step planner which compares regimes, advises on right deductions and optimises tax payout.
Financial Guides
Practical and insightful guides created by TrueX experts for prudent financial decision making
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Achieve Goals
Dream goals set by the employees are used to create customised portfolios and roadmaps.
Connect with Advisor
TrueX Financial Advisor can guide with any financial queries and help in creating financial plans.
