Elevate Your Business Success
65%
of employees
feel drained because of financial stress
35%
of employees
are seeking tax-related answers
47%
of companies
struggle to retain employees as they look for better pay.
| Traditional Financial Wellness |  |
|---|---|
Generic advice: One-size-fits-all solutions that don't address individual needs. | Tailored solutions: Customized plans based on your specific goals and circumstances. |
Limited access: In-person workshops or seminars with restricted availability. | Convenient access: Online tools and resources available 24/7. |
Focus on saving and investing: Neglecting other crucial financial aspects. | Comprehensive approach: Addressing all areas, from budgeting to retirement planning. |
Lack of personalized support: Minimal guidance and follow-up. | Dedicated support: Ongoing guidance from our expert financial advisors. |
Over 20 years of expertise in finance
SEBI registered for trust and security
Transparent pricing with no hidden fees
Partnered with Ditto for full insurance coverage
Expert support available 24/7
DIY tools for your financial freedom
Over 20 years of expertise in finance
SEBI registered for trust and security
Transparent pricing with no hidden fees
Partnered with Ditto for full insurance coverage
Expert support available 24/7
DIY tools for your financial freedom
Over 20 years of expertise in finance
Mohit Jain
It was a pleasure hosting you. You have built a very relevant and interesting product with a great user experience. All of us ignore the importance of managing our finances to achieve our life goals -- Cashvisory ignites the interest and helps in taking care of this important aspect.
Manisha Emmadishetty
Thank you for guiding our employees and making them understand how important it is for us to be financially aware. I hope all of them will be using your advice in their future financial planning.
Navaneetha Suvarna
We @ STAR had empaneled Cashvisory for 2024 Women's Day. Utkarsh & Arpita presented a detailed & very informative session. The session was very interactive, engaging & was induced with the Gamification concept. Our women employees appreciated this session. I would strongly recommend Cashvisory team for any future engagement or any network as their deliverables are worth exploring.
