Corporate Seminars & Helpdesks
 
The objective is to educate the investor so that he is able to choose between avenues and products. Our extensive research helps provide thought leadership as is evident from the company’s media presence. This also brings out our focus towards investor education. AM Unicorn Professional has one of the best expertise in conducting these seminars and help desks.
 
Overview
In association with the corporates, AM Unicorn Professional conducts a series of educative seminars and help desks which would focus pre-dominantly on helping employees in their Tax Planning and Investments. We believe that educating investors is key to help them achieve their goals.
 
For Corporates, this can be one of the non monetary benefits that can be provided to the employee without any cost to the company. The AM Unicorn Professional model of working with multiple financial services organizations helps us provide unbiased advice. Our processes and training helps ensure there is no mis-selling to the employees. Our sessions are educative in nature and we never have any coverage to specific products.
 
What we do?
  • Conduct series of educative tax and investment planning sessions
  • Have help desks on campus so that customers can discuss their queries
  • Support through email / phone
  • Conduct tax planning & filing helpdesks
  • Induction seminars on taxation and investments
  • Significant discounts on paid services
 
Benefits for Employees and Employers
 
For Employee:
  • Additional benefit/facility provided by the employer
  • Assist the employees to optimize their taxes
  • Help the employee to maximize returns, keeping in mind the risk appetite
  • Financial plan customized to the employee’s needs
  • End to end financial solutions-one point contact for all the employee’s needs
  • Saves the employee’s time
  • Unbiased advise on any product
  • Create a better understanding of the current pay package by the employees and to try and increase take home of the employee.
 
For Employer:
  • Higher employee satisfaction.
  • Employee can focus on his work rather than managing his investments/ taxation.
  • Having a one stop shop on the campus would save the employee considerable time he would have spent in making investment, speaking to multiple vendors, etc. – leading to higher productive time.
  • Lower Stress to employee – since their needs are taken care of, they will be more focused on their job.
  • Provides differentiation to employer Vs other corporate.