Financial Wellbeing with Indian Wellness & Rishabh Finvest
Helping employees and individuals achieve financial certainty through education, tools, and expert guidance.
Why Financial Wellbeing Matters
Financial certainty can be attained only through acquiring knowledge, truly understanding it, and utilizing effective tools to apply what has been learned. Indian Employees expect proactive support from their employers, with industry sources noting employee expectations in the 70-80% range for financial education and assistance programs.
56% of Indian Employees feel that their generation is likely to be much worse off in retirement than their parents’ generation.
Our Collaboration with Rishabh Finvest
✅ AMFI-registered
Mutual Fund Distributors
✅ Licensed Consultants
Insurance under IRDAI guidelines
✅ PMS & AIF Distribution
Qualified under SEBI regulations
Investment Portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Risk Profiling
Knowing yourself is more important than products. Assess and review regularly.
Products
Choose only regulated products, aligned with your horizon, liquidity, and tax aspects.
Asset Allocation
Diversify wisely. Don’t put all eggs in one basket. Re-align regularly.
Insurance Policies
Insurance is an important risk management tool. Our insurance recommendations include:
- Life Insurance
- Health Insurance
- Personal Accident Insurance
- Critical Illness Cover
- Travel Insurance
- Motor Insurance
We review your existing policies and ensure you are appropriately and adequately insured.
Wealth Basket
Wealth management is an integrated process including investment portfolio, estate planning, retirement, tax optimization, and more.
✔ Portfolio Review
Review risk profiles and holdings.
✔ Tax Optimization
Smart strategies aligned with goals.
✔ PMS & AIF
Dynamic research across products and asset classes.
Targeted Investment
Holistic investments should always be linked to goals:
- Retirement Fund Accumulation
- Child’s Higher Education
- Child’s Marriage
Start early, even small amounts matter. Adjust asset allocation as goals come closer.
Tax Optimization
Tax planning is about aligning wealth creation with health, life, assets, and existing tax provisions.
- Long-term wealth creation
- Life & health insurance cover
- Home loan for property
- Education loan for higher studies
- Charitable donations