Find out more about TrueX- Financial Wellness Platform

TrueX is a financial advisory and wellness platform for corporates. Combining behavioural psychology, expert financial advisory and in-depth financial education, TrueX empowers employees to develop their financial skills and make better financial decisions.

Help Employees Achieve their Dreams: With a personalized goal-based planning and right asset allocation, TrueX helps employees achieve their dreams and financial goals. Maintain Strong Focus at Work: Financial Stress is the biggest detractor of focus and productivity. TrueX measures the stress level of every individual and connects them with expert coaches to alleviate them. Increased Retention: Financially secure employees make career decisions based on their professional growth. With personalized financial roadmap, employees can see their journey for financial success and feel stable and secure. Happy Work Place: Organisations enabling employees to become financially successful create an environment of genuine care and connectedness between the company and employees

Feeling confident about their Finances: TrueX Advisory app provides in depth planners and guidance to help employees plan their finance and make decisions based upon their financial situation and risk appetite. Access to high quality Advisory : Lack of unbiased, trusted advice is key to navigate the nuances of financial planning. TrueX Advisors are experts in finance and tailor advice to balance financial success and peace of mind. Handling Finance Stress Free: TrueX helps employees with everything Finance - from tax filing to choosing the right insurance policies, Investing for their goals to buying a home; TrueX is here to help!

TrueX helps you to better understand your finances, take action and plan your future. Key features include: Financial Wellness Assessment: Complete a short questionnaire to understand where you're thriving and where there's room for improvement - from money management to Emergency planning, investments to future planning. You’ll get an instant rating and recommendations to improve your financial health. Financial Roadmap: Create you own personlized financial roadmap covering all crucial parts of personal money management - Tax Planning, Investments, Insurance, Loan Planners and Goals. Advisory Connect : Connect with TrueX Financial Experts for any questions, recommendations and guidance on creating roadmaps, planning investments, finding suitable insurance policies, tax filing, etc. Financial Guides: From everyday money management to more complex finance topics, financial guides cover the whole spectrum of personal money management. Complex topic are broken down into simple concepts and real examples are incorporated to make these guides practical and useful for decision making.

TrueX Advisors are financial experts who help employees with - Optimising their Tax Payout Creating roadmaps for Financial Success Preparing for Financial Emergencies Securing their Family's future Understanding their Financial Mindset and Decision making process TrueX Advisors can be reached via Whatsapp or a video meeting can be setup.

We dont ask for any identity or bank account data. Any personal data shared by the employee is accessible to them and their financial advisor. Company dont have access to any employee's personal data.

Using the behavioural and financial data, employees are provided recommendations and guidance. Using different planners, roadmaps and advisor intervention, TrueX Advisory App make the whole financial planning personalized and relevant for the employee.

You can setup your account in TrueX Advisory app from here . Please use your personal email account for setting up your account to ensure data privacy can be adhered.