Trusted by 20+ Hyderabad Companies

Financial Planning & Investment Awareness Program for Corporates

Empower your employees with CFP®-led workshops on SIP investing, insurance planning, home loans, and tax saving — delivered by a SEBI-registered advisor. On-site in Hyderabad or virtual.

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20+ Companies Served
2,000+ Employees Trained
4.9 Program Rating
SEBI Registered Presenter

Why Financial Wellness Matters for Your Organisation

67% of Indian employees report financial stress affects their work productivity. HR leaders at Hyderabad’s top IT, pharma, and manufacturing companies partner with Mintra to close this gap.

Financial anxiety leads to reduced focus, higher absenteeism, and increased attrition. A structured employee financial wellness program is no longer a perk — it is a strategic retention and productivity tool. Mintra’s program is built specifically for the Indian salaried workforce, addressing real concerns around SIP investing, tax saving, home loan planning, and retirement readiness.

Our workshops are delivered by Ankit Choradia — CFP® certified and SEBI-registered — ensuring every session is credible, unbiased, and compliant with regulatory guidelines.

67%
Employees are financially stressed SHRM India Workforce Study
3.2x
Better retention at companies with financial wellness programs Employee Benefits Research, 2024
₹0
Cost to company option available Program fee covered by employees or subsidised

What We Cover

Six practical, jargon-free modules designed for the Indian salaried employee — from fresh graduates to senior leaders.

Module 01

Salary & Cash Flow Management

  • Building a salary-to-savings framework that actually works
  • Creating a 3-month emergency fund without disrupting lifestyle
  • Identifying and escaping the debt trap cycle
Module 02

Smart Investing: Mutual Funds & SIPs

  • How to choose direct plans over regular plans and save commissions
  • The compounding power of SIPs explained with real numbers
  • Fund selection framework: categories, risk, and time horizon
Module 03

Tax Planning for Salaried Employees

  • Maximising 80C, 80D, HRA, and LTA deductions effectively
  • NPS contribution strategy for additional ₹50,000 deduction
  • LTCG harvesting to legally reduce mutual fund tax liability
Module 04

Home Loan Planning

  • Calculating real home loan eligibility based on salary and liabilities
  • Strategies to negotiate better interest rates with lenders
  • Optimal prepayment strategy to save lakhs in interest
Module 05

Insurance Planning: Life & Health

  • Calculating the right life cover using the HLV method
  • Term vs ULIP: why pure term insurance wins for most employees
  • Health cover adequacy beyond the group policy provided by employer
Module 06

Retirement Planning: NPS, EPF & Beyond

  • Projecting your retirement corpus using realistic return assumptions
  • Voluntary PF and NPS Tier-I vs Tier-II: what suits you best
  • Systematic Withdrawal Plan (SWP) strategy for post-retirement income

Flexible Delivery Formats

Choose the format that works best for your team — or mix and match across departments.

In-Person Workshop

Half-day (4 hours) or full-day (7 hours) sessions at your Hyderabad office or campus. Up to 50 participants per session for optimal engagement. Includes printed workbook and Excel financial planning tools for every participant.

Virtual Webinar

90-minute focused modules delivered online. Unlimited participant capacity — ideal for distributed teams. Sessions are recorded for internal sharing. Dedicated live Q&A session with Ankit Choradia at the end.

Ongoing Employee Advisory

Monthly 1:1 financial consultations for individual employees. Priority scheduling with Ankit Choradia. Each participant receives a personal financial plan document — a step beyond one-time workshops.

Program At a Glance

Detail Information
Presenter Ankit Choradia, CFP® | SEBI Registered Investment Adviser (RIA)
Format In-person / Virtual / Hybrid (customised for your team)
Duration 90-min focused modules or half-day (4 hr) / full-day (7 hr) workshops
Batch Size 15 to 200 participants (multiple batches for large organisations)
Language English / Telugu / Hindi — or bilingual sessions on request
Customisation Yes — modules tailored to your industry and employee demographics
Post-Session Live Q&A, individual 15-min consultations, follow-up resource pack
Industries Served IT/ITES, Pharma, Banking & NBFC, Manufacturing, Real Estate, Healthcare

Trusted by People Leaders Across Hyderabad

“Ankit’s session on SIP compounding was an eye-opener for our team. 40+ employees started their first SIP within 2 weeks of the workshop. The practical examples and zero jargon approach made all the difference.”

Head of HR IT Services Company, Hyderabad
100+ Employees

“The home loan module was exactly what our team needed — practical, no jargon, and genuinely helpful. We’ve partnered with Mintra for our annual financial wellness calendar and have already scheduled three more sessions.”

L&D Manager Pharma Company, Hyderabad
Annual Partner

“Our employees loved the 1:1 consultation sessions after the workshop. Ankit is genuinely unbiased — he never pushed any product. That credibility is what makes the program so effective for us.”

CHRO Technology Startup, Hyderabad
250 Employees

Post-Workshop: Free 1:1 Consultations for Your Employees

After each workshop, employees can book a free 30-minute consultation directly with Ankit Choradia. This is not a sales call — it is a genuine advisory session where employees can ask about their specific financial situation.

Review of their personal financial plan worksheet filled during the workshop
Specific questions on SIPs, mutual fund portfolio, or investment goals
Home loan eligibility and EMI planning for individuals
Insurance coverage review and gap analysis
Include 1:1 Sessions in Your Package

Free 30-Min 1:1 Consultation

Available for every participant after any Mintra corporate wellness workshop

No product pitch. No hidden agenda. Pure financial education.

Schedule a Free Program Demo

15-minute call with Ankit Choradia to understand your team’s needs and customise the program. No commitment required.

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Demo Request Received!

Ankit Choradia will reach out within 24 hours to schedule your 15-minute program demo call. You will also receive a confirmation on your WhatsApp.

Download Our Program Deck

Get a complete overview of all six modules, delivery formats, customisation options, and session logistics — formatted as a professional deck you can share with your leadership team.

Full module descriptions with learning outcomes and time breakdowns
Sample participant workbook page and Excel tools included
Presenter credentials and SEBI registration details for internal approval
Program investment varies by format — contact us for a custom quote. Virtual webinars, in-person workshops, and ongoing advisory packages are priced based on batch size, duration, and number of modules. Many organisations expense this as an employee welfare initiative.

Send Me the Program Deck

Interested Modules
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Program Deck on Its Way!

You will receive the full program deck on WhatsApp and email within 2 business hours.

Trusted by Companies Across Industries

From early-stage startups to 500+ employee enterprises — our program scales to fit your organisation.

IT / ITES Companies
Pharma & Life Sciences
BFSI
Manufacturing
Healthtech
Real Estate
EdTech
Startups

20+ companies in Hyderabad have partnered with Mintra FinServ for employee financial wellness.

Frequently Asked Questions

Program investment varies by format, duration, and number of participants. Virtual webinars start at a lower cost per session, while in-person full-day workshops are priced based on batch size and customisation. Many companies cover the fee as a welfare expense, or employees contribute a nominal amount. Contact us for a custom quote tailored to your organisation.
Yes. Ankit Choradia is a SEBI-registered Investment Adviser (RIA) and CFP® certified professional. Financial education and awareness sessions delivered in a non-personalised manner in group settings are fully permitted under SEBI guidelines. All content is educational and does not constitute personalised investment advice. We can provide SEBI registration documentation for internal compliance approvals.
Absolutely. We tailor modules to your employee demographics and industry context. For IT professionals, we focus heavily on ESOP taxation and high-income investing strategies. For pharma and manufacturing, we emphasise shift-based budgeting and loan planning. All customisations are discussed during a free 15-minute demo call before the program begins.
In-person workshops accommodate up to 50 participants per session for optimal engagement and Q&A participation. Virtual webinars can accommodate unlimited participants with live Q&A. For larger organisations, we recommend scheduling multiple batches. We have conducted programs for teams ranging from 15 to 200+ employees.
Yes. Every workshop package includes a post-session Q&A and follow-up resource pack with templates and calculators. Our premium packages include monthly 1:1 consultations for employees, access to financial planning worksheets, and priority scheduling with Ankit Choradia. Employees can also book a free 30-minute individual consultation after any workshop session.

Ready to Invest in Your Employees’ Financial Wellbeing?

Join 20+ Hyderabad companies that have partnered with Mintra FinServ for credible, practical, and SEBI-compliant financial wellness programs.