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Benefits
01
Help employees achieve their dream
With personalized goal-based planning and right asset allocation, TrueX helps employees achieve their dreams and financial goals.
03
Increased Retention
Financially secure employees make career decisions based on their professional growth. By understanding the financial protection and cash flow projections, employees can see the roadmap for their financial success.
02
Undivided focus at work
Financial Stress is the biggest detractor of productivity. TrueX measures the stress level of every individual and connects them with expert coaches to alleviate them.
04
Happy Work Place
Organizations enabling employees to become financially successful create an environment of genuine care and connectedness between the company and employees
TrueX Impact
Before TrueX
36% of employees who had high financial stress, were struggling to manage their finance
64% of employees were happy with the salary but had no financial success plan
After TrueX
All the employees in the 'struggling' bucket moved to 'Growing'
45% of employees had started on their roadmap for their financial success goals
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.
