Find out more about TrueX- Financial Wellness Platform

TrueX is a financial advisory and wellness platform for corporates. Combining behavioural psychology, expert financial advisory and in-depth financial education, TrueX empowers employees to develop their financial skills and make better financial decisions.

Help Employees Achieve their Dreams: With personalized goal-based planning and the right asset allocation, TrueX Wealth helps employees achieve their dreams and financial goals. Maintain Strong Focus at Work: Financial stress is the biggest detractor of focus and productivity. TrueX Wealth measures the stress level of every individual and connects them with expert coaches to alleviate it. Increased Retention: Financially secure employees make career decisions based on their professional growth. With a personalized financial roadmap, employees can see their journey for financial success and feel stable and secure. Happy Workplace: Organizations enabling employees to become financially successful create an environment of genuine care and connectedness between the company and employees.

Feeling Confident About Their Finances: The TrueX Wealth Advisory app provides in-depth planners and guidance to help employees plan their finances and make decisions based on their financial situation and risk appetite. Access to High-Quality Advisory: Lack of unbiased, trusted advice is key to navigating the nuances of financial planning. TrueX Wealth Advisors are experts in finance and tailor advice to balance financial success and peace of mind. Handling Finance Stress-Free: TrueX Wealth helps employees with everything finance-related - from tax filing to choosing the right insurance policies, investing for their goals to buying a home; TrueX Wealth is here to help!

TrueX Wealth helps you better understand your finances, take action, and plan your future. Key features include: Financial Wellness Assessment: Complete a short questionnaire to understand where you're thriving and where there's room for improvement - from money management to emergency planning, investments to future planning. You’ll get an instant rating and recommendations to improve your financial health. Financial Roadmap: Create your own personalized financial roadmap covering all crucial parts of personal money management - tax planning, investments, insurance, loan planners, and goals. Advisory Connect: Connect with TrueX Wealth Financial Experts for any questions, recommendations, and guidance on creating roadmaps, planning investments, finding suitable insurance policies, tax filing, etc. Financial Guides: From everyday money management to more complex finance topics, financial guides cover the whole spectrum of personal money management. Complex topics are broken down into simple concepts and real examples are incorporated to make these guides practical and useful for decision-making.

TrueX Wealth Advisors are financial experts who help employees with: Optimizing their tax payout, creating roadmaps for financial success, preparing for financial emergencies, securing their family's future, understanding their financial mindset and decision-making process. TrueX Wealth Advisors can be reached via WhatsApp or a video meeting can be set up.

We don't ask for any identity or bank account data. Any personal data shared by the employee is accessible only to them and their financial advisor. The company does not have access to any employee's personal data.

Using the behavioural and financial data, employees are provided recommendations and guidance. Using different planners, roadmaps and advisor intervention, TrueX Advisory App make the whole financial planning personalized and relevant for the employee.

You can setup your account in TrueX Advisory app from here . Please use your personal email account for setting up your account to ensure data privacy can be adhered.