Financial Wellness Session

If you are seeking unbiased, conflict-free financial wellness sessions, BasuNivesh Fee Only Financial Planners is here to assist. Our sessions are designed to provide clear, expert guidance tailored to your unique financial needs, ensuring you make informed decisions with confidence.

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Pricing for Financial Wellness Sessions

At BasuNivesh Fee Only Financial Planners, we invest significant effort into creating high-quality content for our audience. Our programs receive high praise from participants, underscoring the value of our work. We believe that our efforts should be appropriately compensated, and therefore, we charge a reasonable fee for conducting these sessions to ensure that only serious participants attend.
Our fees are determined based on various factors including the audience, duration, and location of the session. We will communicate these details in advance following our discussions with you. If you are interested in arranging a Financial Wellness Session at your college, company, or society/association, please contact us using the information below, and we will respond promptly.

Financial Literacy

Savings And Investment Patterns In India

According to the latest RBI Report (2018-19), an average Indian saves approximately Rs.30 out of every Rs.100, one of the highest savings rates globally. Despite this, over 85% of investments are in fixed deposits, life insurance, or other debt instruments, yielding post-tax returns around 3%. Less than 3% of Indians invest in equities.

While some understand the importance of Term Life Insurance, many still purchase Endowment or ULIP Plans. Despite equity’s potential for positive real returns, traditional instruments dominate due to fear of loss, lack of knowledge, patience, skill, and education about equities.

This highlights a gap: although we’re great savers, we miss opportunities for real returns through equity investments. This gap stems from low literacy levels regarding equity instruments.

At BasuNivesh, our goal is to provide the right perspective on wealth management and investing. Since 2011, our blog has aimed to empower individuals to make informed financial decisions.

To further this mission, we now conduct Financial Wellness Sessions for employees of large corporations, SMEs, NGOs, B-Schools & Colleges, housing societies, professional bodies, and individuals. These sessions are customizable and can range from 2 hours to a full day.

For more details or to arrange a session, please contact us below.

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