Are your employees making the most of their earnings?
Are they aware of the best tax saving investments?

Welcome to RISEWISE – an investor awareness session only for your employees. RISEWISE is our flagship initiative to spread awareness about why and how financial planning should be done.

Financial planning seems like a complicated subject to most. As a result, most of your employees would probably not be saving enough tax or might be leaving most of their savings in their bank account at low returns. A lot of them might be investing in instruments they don’t know fully about. But are they making the best use of their money?

Through RISEWISE we seek to talk to each of your employee and tell them what is best for them and their money.

Introduction to importance of financial planning
Introduction to Mutual funds, SIPs, Insurance and Goal based investing
Introduction to various tax saving instruments and NPS
Introduction to importance of asset allocation

Hear What They Say

Sumitra Saini

TVS

CAGRfunds has been our financial planning partner across Mumbai and Delhi locations since 2017. CAGR team has very effectively helped many of our employees to optimize their savings and guided them for wealth creation for a secure future. The employees have found a very reliable and secure partner to discuss and achieve their financial goals with CAGR team. The most liked aspect about CAGRfunds is the quality of advisory, commitment to attend each client with equal focus and accessibility of the team members to handle all concerns on priority. We can surely say most of our employees are smart fund managers after assistance from CAGR Team and we look forward for continued association with Team CAGR.

Are your employees making the most of their earnings? Are they aware of the best tax saving investments?

Why is it needed?

Hear What They Say

Are your employees making the most of their earnings?
Are they aware of the best tax saving investments?