About Program Modules Outcomes FAQ Contact Book Corporate Session
Corporate Financial Wellness Program

Employees don't only leave for better salaries. Many leave because their pay has no structure.

A practitioner-led financial wellness program for Indian companies — helping employees understand salary, tax, EMI, ESOPs, insurance, retirement and wealth decisions with clarity, not product-selling.

Led by Abhishek Aggarwal, CFP — 15+ years in markets, 500+ sessions delivered, zero product bias.

For HR · L&D · BFSI · IT · Pharma · Manufacturing · Founder-led Teams

↓  Download the Program Outline (PDF)

Abhishek Aggarwal, CFP — Founder & CEO, Grivaa Capital
Abhishek Aggarwal, CFPFounder & CEO, Grivaa Capital
15+Years in markets
500+Sessions delivered
50–500Employee batches
ZeroProduct bias

"Financial wellness is not motivation. It is salary clarity."

Your employees earn. But many still don't feel financially secure.

Most corporate wellness programs focus on health, motivation or productivity. But one silent stressor sits inside every salary cycle — unclear money decisions.

01

Salary comes in, but planning does not.

02

Tax-saving happens in panic, not strategy.

03

EMIs quietly control career choices.

04

ESOPs, NPS, EPFO and insurance stay misunderstood.

When employees don't understand money, increments don't create peace — they only create temporary relief.

From salary confusion to financial confidence.

Step 01

Decode

Salary structure, tax, CTC, benefits, deductions and real take-home clarity.

Step 02

Decide

Insurance, emergency fund, EMI load, SIPs, NPS, EPFO, PPF, ESOPs and goal planning.

Step 03

Discipline

Simple money systems employees can follow — without tips, panic or product pitches.

This is education-first. No product distribution. No commission-led agenda. No generic motivational lecture.

Built around the financial questions employees actually ask.

Module 01

Salary-to-Wealth Clarity

CTC, take-home, benefits, deductions and monthly surplus decoded in simple language.

Module 02

Tax-Smart Planning

Old vs new regime, 80C decisions, HRA, deductions and last-minute tax mistakes.

Module 03

EMI & Debt Discipline

Home, car, credit-card, BNPL and personal loans — and the hidden cost of over-commitment.

Module 04

Insurance & Emergency Fund

Term cover, health cover, emergency corpus, and why random policies create false comfort.

Module 05

Retirement & Long-Term Wealth

NPS, EPFO, PPF, SIP discipline, asset allocation and compounding — explained practically.

Module 06

ESOPs & Wealth Events

Vesting, taxation, liquidity, concentration risk and how to think about ESOP wealth.

Module 07

Rent, Buy & Home Loans

Rent-vs-buy maths, home-loan structuring and prepayment — the biggest call most employees make.

Module 08

Bonus, Increments & Windfalls

Deploying variable pay, appraisals and one-time windfalls without lifestyle inflation eating the gains.

For teams where money stress affects focus, retention and decisions.

  • IT & technology companies
  • BFSI and wealth firms
  • Pharma and manufacturing teams
  • Startups with ESOP-heavy compensation
  • CXO & senior leadership cohorts
  • Sales teams with variable pay
  • Young employees receiving their first meaningful salaries
"

This is not a tax-saving seminar. It is a financial decision-making program for employees who need clarity before advice.

Flexible formats for HR and L&D calendars.

01

75–90 Minute Expert Session

Best for awareness, salary clarity and tax-season education.

02

Half-Day Corporate Workshop

Best for deeper employee financial planning and practical exercises.

03

3-Session Financial Wellness Series

Structured learning across salary, tax, wealth and retirement.

04

Confidential 1-on-1 Counselling

Optional private clarity for employees who need it — without judgment.

Ideal batch size50–500 employees
ModeOnline · Offline · Hybrid
CustomizationTailored by age, income, role & benefits structure

Taught by a practitioner, not a product seller.

I bring 15+ years of market experience, a live investment portfolio, CFP certification and 500+ institutional sessions into the room. This isn't textbook theory — it's built from real conversations with employees, HNI families, founders and wealth teams.

  • CFP professional with market experience since 2008
  • Founder & CEO, Grivaa Capital
  • 500+ sessions across institutional and corporate audiences
  • ₹10Cr+ personal capital deployed across Indian equities, US stocks, PMS & alternatives
  • Zero product distribution bias
  • Experience across tax, wealth structuring, behavioural finance and employee money decisions
"

Most people don't need another product. They need a better money framework.

Clearer employees. Better decisions. Less financial noise.

  • 01

    Employees understand salary and tax decisions better.

  • 02

    Panic-driven tax-saving reduces.

  • 03

    EMI and debt decisions become more conscious.

  • 04

    Retirement and insurance conversations become practical.

  • 05

    HR gets a credible, premium financial wellness intervention — without product-selling risk.

The goal is not to make employees financial experts.
The goal is to make them financially clearer.

Want to bring financial clarity to your team?

Share your employee profile, batch size and preferred format. I'll suggest the most suitable corporate financial wellness structure.

Direct
+91 98109 91910
Call Now
Alternate
+91 95828 78903
Call Now
Email
abhishek.aggarwal@grivaacapital.com
Email Me
Location
New Delhi, India
View Modules

For HR, L&D, founders and leadership teams only. Program pricing is shared after understanding the batch size, format and customization required.

Frequently asked.

Is this a financial product-selling session?
No. The program is education-first and framework-led. It is not designed to sell insurance, mutual funds, loans or any financial product.
Can the program be customized for our employees?
Yes. The session can be customized based on employee age group, compensation structure, ESOP exposure, tax season, role type and company benefits.
What is the ideal batch size?
The program works well for 50–500 employees. Smaller leadership cohorts and larger awareness sessions can also be structured separately.
Can this be conducted online?
Yes. The program can be delivered online, offline or hybrid depending on the company's location and L&D calendar.
Is 1-on-1 counselling included?
It can be added as an optional confidential format for employees who need private financial clarity after the group session.