Why This Matters to Your Organisation

When an organisation invests in employees’ financial well-being, it invests directly in focus, loyalty, productivity, and long-term performance. Financial stress is one of the largest hidden productivity killers. By proactively addressing this, the company positions itself as an employer that cares beyond compensation—creating trust, engagement, and stability within the workforce.

The Problem Companies Often Don’t See

Employees may be:

• ✔ Earning well but making poor financial decisions
• ✔ Over-insured or under-protected
• ✔ Missing simple tax planning opportunities
• ✔ Anxious about long-term financial security

This leads to:

• ✔ Stress and distraction at work
• ✔ Lower engagement
• ✔ Increased attrition
• ✔ Reduced decision-making clarity

How the Company Creates Real Value for Employees

Through this session, the organisation empowers employees with clarity, confidence, and direction in managing their personal finances.

Employees gain:

• ✔ A clear understanding of their financial health score
• ✔ Practical steps to improve financial fitness
• ✔ Awareness to avoid mistakes that cost decades
• ✔ Confidence to make informed, independent decisions

This is life-impacting knowledge, not a one-time talk.

Program Overview

“60 Minutes Securing 60 Years of Life” is a high-impact financial wellness intervention, designed to deliver maximum value in minimal time.

The session is:

• ✔ Educational and unbiased
• ✔ Practical and life-stage oriented

Commercials

INR 51,000 per session + taxes + out of pocket expense, if any

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Program 2: Excel + AI Productivity Training

We don’t teach Excel features. We teach thinking, execution & speed using Excel and AI.

Why This Is Different

Most Excel trainings improve knowledge but fail to improve output. Teams know features, yet struggle with speed, accuracy, standardisation, and decision-ready reporting. Organisations lose productivity due to manual work, dependency on individuals, and inefficient MIS processes.

Who Is This For?

This workshop is designed for:

• ✔ CA Firms & Corporate Finance Teams
• ✔ Organisations dependent on MIS & reporting
• ✔ Teams spending excessive time on Excel
• ✔ Firms facing inconsistency in outputs
• ✔ Decision-makers seeking productivity, not certificates

Program Overview

This is not a conventional Excel training. It is a productivity and execution intervention, where Excel and AI are used as business decision tools, not software features.

The same framework has been successfully delivered to:

• ✔ JITO Bangalore
• ✔ Bangalore Branch of ICAI

Positioned as a decision-support and efficiency enhancement program.

Training Philosophy – Why This Is Different

Most Excel programs focus on what the trainer knows. Our training focuses on what the organisation must achieve.

Our USP: We do not teach Excel as a tool. We teach teams how to THINK and EXECUTE using Excel and AI.

This ensures:

✔ Immediate applicability    ✔ Faster adoption    ✔ Measurable output improvement

What Participants Learn

• ✔ Advanced Excel workflows aligned to management reporting
• ✔ AI-enabled Excel features for faster analysis & summaries
• ✔ Practical use of AI for MIS preparation
• ✔ Analytical insights for better decision-making
• ✔ Real-world reporting techniques (not textbook data)

Beyond Technicals

• ✔ Thinking from a management & partner perspective
• ✔ Reducing dependency on specific individuals
• ✔ Standardisation of reporting processes
• ✔ Speed, accuracy & ownership mindset

Training Structure

• ✔ Duration: 1 Hour per session
• ✔ Mode: Onsite/Online
• ✔ Sessions: 1 to 4
• ✔ Recording: Enabled for internal reference & continuity

Proven impact

Our Excel + AI productivity program has consistently delivered measurable efficiency gains across corporates, CA firms, finance teams, and business groups.

✔ Faster & more accurate decision-making
✔ Error reduction in critical reports
✔ 30–50% reduction in manual effort
✔ Error reduction in critical reports
✔ Immediate on-the-job application

What Value You Gain

✔ Designed from a management reporting perspective
✔ Faster execution & reduced errors
✔ Bridging expectation vs actual team output
✔ AI positioned as a controlled productivity enabler
✔ Delivered by a practicing Chartered Accountant
✔ Real-life corporate & construction-oriented use cases
✔ Proven framework trusted by ICAI & industry forums
✔ Long-term ROI through session recordings

Commercials

INR 51,000 per session + taxes + out of pocket expense, if any