Financial Planning Services
Corporate Employees
Empowering Organizations. Enriching Employees.
At Nbhava Capital, we believe that financially empowered employees build stronger, more productive organizations. Our Financial Planning service – Corporate Employees is designed to partner with companies that care about their people and their financial well-being.
We work directly with HR, Finance, and L&D teams to deliver customized financial literacy sessions, goal-based planning workshops, and one-on-one advisory — either physically at your premises or digitally through webinars and interactive platforms.
What We Offer to Corporates
Financial Awareness Drives
Foundational sessions that cover Budgeting, Savings and Investments - Mutual Funds, SIP and SWP
Goal-Based Planning Workshops
Interactive group workshops focused on setting and achieving personal financial goals
On-site Employee Engagement
1-on-1 Advisory & Consultation for corporate employess - Retirement Corpus Planning, Kids Education and Kids Marriage
Wealth Management Solutions
Customised Wealth Mgt solutions for CXOs, Senior level Executives and Top level management
Boost Employee Financial Wellness & Productivity
Tailored for Startups, SMEs, and Large Enterprises
Sessions Led by SEBI-Registered Experts & CAs
Improved Retention, Satisfaction, and Financial Awareness among employee
Physical Mode
On-site sessions across India (Available for Mid to Large teams). Minimum team size of 50
Digital Mode
Zoom / MS Teams/Google Meet – Webinars and Recorded sessions
Let’s Empower Your Team Financially
Trusted by Clients. Proven by Results.
“Nbhava Capital has redefined how I look at investments. Their personalized guidance helped me plan my future with confidence.”
“The team at Nbhava took the time to understand my goals and designed a plan that felt truly personalized. I finally feel in control of my financial future.”
“From onboarding to execution, the experience was seamless. Their advisors are responsive, insightful, and genuinely invested in helping you succeed.”
Financial Planing FAQ’s
Common questions on financial planning and investing
What is financial planning?
Financial planning is the process of setting financial goals and creating a roadmap to achieve them through budgeting, saving, investing, and managing risk.
Why do I need a financial plan?
A financial plan helps you manage your income, control expenses, grow wealth, and prepare for life events like retirement, education, or emergencies.
How often should I update my financial plan?
Ideally, review it annually or whenever there’s a major life change (e.g., marriage, job change, inheritance, or birth of a child).
Is financial planning only for the wealthy?
No. Financial planning is valuable for everyone, regardless of income or assets. It’s about making the most of your resources.
What does a financial planner do?
They assess your current financial situation, help you set goals, and develop a strategy to meet them through budgeting, investing, insurance, and retirement planning.
Can I do financial planning on my own?
You can start on your own, but a certified financial planner offers expert advice, personalized strategies, and objective oversight.
Are financial planning services expensive?
Costs vary, but many planners offer scalable plans based on your needs and income. The long-term value typically outweighs the initial cost.
What should I bring to a financial planning meeting?
Income statements, expense records, investment and debt summaries, insurance policies, and retirement accounts.
How is my information kept confidential?
Reputable firms follow strict data privacy protocols and comply with regulatory requirements to ensure your data is secure.
What’s the difference between a financial planner and a financial advisor?
A financial planner focuses on comprehensive planning, while an advisor may specialize in specific areas like investments or insurance.
