Welcome to Financial Wellness

Achieve your financial goals while maximizing joy.
Leveraging our expertise gained over 50 human years, we have defined a process and built an user friendly app to help our customers achieve their financial goals.

Our Chief Advisor

  • As a Behavioral Finance Coach, he specializes in working with organizations to train employees and offer consultation and coaching services to individuals, helping them achieve their financial goals while maximizing their joy.
  • Since 2008, he has held certification as a Certified Financial Planner. His articles on personal finance have been featured in prominent publications such as Business Line, Business Today, Money Today, Parents Circle, and Nanayam Vikadan (a Tamil magazine focusing on Personal Finance). 
  • In 2009, he was commissioned to publish a course book titled "Risk Analysis and Legal Aspects" by the Life Underwriters Guild of India for their FChFP course.
  • He serves as a Visiting Faculty at PSG Institute of Management and PSGR Krishnammal College for Women. Additionally, he conducts training sessions and workshops on Personal Finance at various educational institutions. 
  • He conducts regular training sessions at companies such as Titan Industries, ELGI Equipment, The Hindu, Shiva Tex Yarn, L&T, and ZF. His training is conducted in English, Tamil, and Hindi. 
  • With a background in engineering and post-graduation in management, he holds expertise as a Six Sigma Black Belt and a Data Analytics Expert. He leverages his passion for numbers and profound analytical skills to benefit his clients, trainees, and mentees in the realm of finance. 
  • He is an innovator and techno-preneur, with one of his research projects receiving funding from the Government of India through the Department of Science and Industrial Research. He was incubated at TREC-STEP at NIT, Trichy, and went on to win the DST – Lockheed Martin India Innovation Growth Program in 2010. The technology resulting from this research has been successfully commercialized through his company, Karma Innovations and Solutions Pvt Ltd. 
  • He, Karthikeyan Jawahar, also known as JK or Karthi, rediscovered his love for running and completed his first Half Marathon in 2019. Additionally, he enjoys solving up to 4×4 Rubik’s cubes.

Our company

Financial Wellness Forever (since December 2013) is a training firm in the Business Domain of Financial Literacy, Consulting, and Behavioural Finance Coaching.

Four Power Steps for Financial Wellness is a One-day Financial Literacy Workshop conducted to help employees make financial plans for the future and provide tools to assist and understand the keys to achieving Financial Goals while Maximizing Joy.

Our Team is not involved in selling financial products and does not promote or recommend any specific company’s product in the training.

We are financial wellness a company registered under the companies Act 2013.
Our registered office is at
Financial Wellness Forever,
11/1, 3rd Street, Vidya Nagar, Civil Aerodrome post,
Coimbatore - 641 014, Tamil Nadu,
India.

Leave us a message and we will contact you:

Reach us

Our Products

A wiseman once said "A journey without a destination in mind is an adventure at best".
It applies to financial journey of a person or family as well.

Financial Wellness Forever is dedicated to assisting individuals in implementing personalized financial plans for the future. Our collaborative approach includes partnering with industry-leading organizations like Xcaldata and Generate Wealth for Life to ensure effective plan implementation.

Xcaldata and Generate Wealth for Life are our trusted partners, bring specialized expertise and resources to the implementation process. Together, we work closely with individuals to tailor implementation strategies that align with their unique financial goals and objectives. Through this partnership, we provide comprehensive support to individuals as they embark on their journey towards financial wellness.

Generate Wealth

Our investment advisory platform supporting all users who need guidance and advice to reach their financial goals.

xCalData

Our investment research platform for active traders and informed investors.

Get in touch

Whether you have a question, or simply want to connect. Feel free to send us a message in the contact form

Location:

Financial Wellness Forever,
11/1, 3rd Street, Vidya Nagar, Civil Aerodrome post,
Coimbatore - 641 014, Tamil Nadu,
India.

Email:

reachus@financialwellness.in

Your Privacy

This website use cookies to ensure you get the best experience on our website.