Financial Wellness That Drives Action

We partner with corporates to bring a financial wellness program unlike any other. We go beyond just education, but a structured action program that works closely with HR to drive real lift in employee wellbeing and productivity.

Employees don’t have a knowledge problem.
They have a behavior problem.

Financial stress is widespread among salaried employees.
It's not because they lack access to information, but because turning good intentions into consistent habits is genuinely hard.

Financial Stress

50%+

Young salaried employees report high financial stress, driven by EMIs, rent, and lifestyle pressure.

Savings Gap

1 in 4

Only 1 in 4 employees has an emergency buffer, adequate term cover, or a retirement plan in place.

Financial Literacy

25%

Only 1 in 4 adults is financially literate — and the gap is worse for women and young earners.

Workplace Burnout

59%

Financial stress is estimated to cost employers up to 8% of GDP in lost productivity.

Financial Wellness = Participation, Not Education

We measure success not by content consumed, but by the moment an employee takes their first financial action, and every action that follows.

First Action

We measure success by the moment an employee begins their financial journey. The first step matters most.

Consistency

Building the muscle of monthly contributions and tracking. Progress is the default state.

Confidence

True financial wellness is the psychological freedom of being prepared for life’s moments, big and small.

Momentum

Most people don’t need better portfolios. They need momentum, which is the simple act of getting started and sticking with it.

3 Layers That Move People From Awareness to Action

Each layer builds on the last — starting with broad reach, then personal benchmarking, then guided action tailored to where each employee actually is.

01

Awareness

Broad-scale education through webinars, emails, and in-person engagement. The goal is to build organizational trust and drive initial app adoption — creating a culture where financial action feels normal, not intimidating.

02

Assessment

The Financial Health Score auto-benchmarks every employee and routes them to a cohort experience matched to their specific situation. Employees see exactly where they stand — without jargon or overwhelm.

03

Advisory

App-managed guidance for employees who need momentum, and structured human advisory sessions for those with more complex situations. Every employee gets the right level of support — no one is over- or under-served.

The Employee Journey

From First Step to Financial Confidence

Month 1

Clarity

Understanding the starting line. Employees discover their Financial Health Score and what it means for them.

Month 2

First Step

Overcoming the fear of beginning. Setting up a first SIP, emergency buffer, or insurance plan with guided action designed to remove friction.

Month 3-4

Automation

Making progress a default state. Automated contributions, smart nudges, and group support sessions keep employees on track.

Month 5-6

Confidence

Achieving long-term stability. Employees are invested, tracking progress, and building a lifelong financial habit.

We Work Closely With HR at Every Stage

We co-design the program with your HR team by setting up communication channels, aligning on expectations, and measuring impact together at every phase. Real lift in employee wellbeing and productivity is something we track jointly.

Before the Program

Setting Up for Impact

Company-wide financial awareness quiz, communication channel setup, Financial Wellness Team appointed, program expectations and flow aligned with HR.

During the Program

Active Engagement

Webinars, on-site kiosks, app onboarding, financial diagnostics, live group sessions, and open calendar office hours for one-on-one reviews.

Ongoing Support

Sustained Behavior Change

Cohort follow-ups, continued support for onboarded employees, program performance evaluation, and iteration for increased adoption over time.

What We Measure Together

Quiz Completions

Awareness Phase

Onboarded Employees

Action Phase

Plans Created

Habit Formation

Score Improvement

Long-term

Why Fabits

Built Different. Designed for Action.

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Simplified Investing — No confusing charts or endless funds to choose from. Just clear, expert-backed investment approaches that match where you are in life.

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Built for You — Financial plans tailored to each employee's life and goals. No generic advice — every experience is contextual and personal.

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People-Powered + Tech-Driven — Expert-backed guidance that makes sense for you. No product pushing. No upselling. Just clear guidance and community support.

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A Money Movement — More than an app. Fabits helps employees build lifelong financial habits through an active, supportive community and a product that grows with them.

Ready to bring financial wellness to your team?

Talk to our team about running a financial wellness program for your organization. We’ll co-design it with HR from day one.

Personalized wealth management combining dedicated client partners with intelligent technology to help you achieve your long-term financial goals.

Start your wealth building journey

Download the Fabits App

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Fabits Capital Services LLP is an AMFI-registered Mutual Fund Distributor (ARN: 344673) and an APMI-registered PMS Distributor (APRN08242).

We may earn commissions from Asset Management Companies for mutual fund distribution. Past performance is not indicative of future returns.

Designed by Communitie x Vikas Athuluri

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Ready to bring financial wellness to your team?

Talk to our team about running a financial wellness program for your organization. We’ll co-design it with HR from day one.

Personalized wealth management combining dedicated client partners with intelligent technology to help you achieve your long-term financial goals.

Start your wealth building journey

Download the Fabits App

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Fabits Capital Services LLP is an AMFI-registered Mutual Fund Distributor (ARN: 344673) and an APMI-registered PMS Distributor (APRN08242).

We may earn commissions from Asset Management Companies for mutual fund distribution. Past performance is not indicative of future returns.

Designed by Communitie x Vikas Athuluri

Social Icon
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Social Icon
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Ready to bring financial wellness to your team?

Talk to our team about running a financial wellness program for your organization. We’ll co-design it with HR from day one.

Personalized wealth management combining dedicated client partners with intelligent technology to help you achieve your long-term financial goals.

Start your wealth building journey

Download the Fabits App

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Fabits Capital Services LLP is an AMFI-registered Mutual Fund Distributor (ARN: 344673) and an APMI-registered PMS Distributor (APRN08242).

We may earn commissions from Asset Management Companies for mutual fund distribution. Past performance is not indicative of future returns.

Designed by Communitie x Vikas Athuluri

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