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MYFINWELL - YOUR FINANCIAL WELLNESS PROGRAM

MyFinWell is our Code of Practice. It is the foundation of our business ethos with our core values being ethics, integrity and transparency. Further, it focuses on you. The service delivery of our financial wellness program is based on your investor education. Hence, you make informed decisions. It is backed by research driven advice & process oriented technology. Finally, routine monitoring of your investments and achievements of your designated milestones bring us to a full circle.

MYFINWELL

HOW IT WORKS?

FINANCIAL WELLNESS

THE CONCEPT OF AUTHENTIC FINANCIAL WELLNESS IS MEASURED BY A COMBINATION OF FACTORS INCLUDING THE OVERALL SATISFACTION WITH OUR CURRENT FINANCIAL SITUATION, ACTUAL FINANCIAL BEHAVIORS (I.E., BUDGETING, SAVING, PAYING OFF CREDIT CARD BALANCES IN FULL), FINANCIAL ATTITUDES, FINANCIAL KNOWLEDGE, AND OBJECTIVE FINANCIAL STATUS. - FORBES.COM

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