Max Financial Services Limited and Max Life Insurance Company Limited
Climate Impact & Sustainability Data (2021-04 to 2022-03, 2022-04 to 2023-03, 2023-04 to 2024-03)
Reporting Period: 2021-04 to 2022-03
Environmental Metrics
Total Carbon Emissions:6,202 tCO2e*
Scope 1 Emissions:234 tCO2e*
Scope 2 Emissions:5,968 tCO2e*
ESG Focus Areas
- Financial responsibility
- Green operations
- Care for people and community
- Work ethically and sustainably
Environmental Achievements
- 30 KLD Water recycled
- 100% Tap sensors and water aerator installation across facilities
- 2% Estimated energy reduction pan India
- 81,378 Kg plastic eliminated
- 18,084 litres fuel saved
- 537 tonne of CO2 reduced
- 42,000 Saplings planted
- 4.5 Kms Road adopted for plantation
- 65,000 Water nozzles distributed
- 70% Reduction in water usage
Social Achievements
- 95% Engagement scores
- Launched InstaClaim initiative, settling 51,815 death claims worth ₹2,760 Crores (30% within a day)
- Claims paid ratio of 99.34%
- Ranked 18th amongst ‘India’s Best Companies to Work For’ in 2021
- Recognised among the top 30 Best Workplaces in BFSI
- ₹8.40 Crore CSR expenditure
- 1.5 Lakh Beneficiaries across the country
- 45% of sales agents are women (highest in India’s life insurance sector)
- 25% women in workforce
- Various initiatives for employee well-being and safety (counselling, HealthifySmart, etc.)
- Launched the ‘Max Life Sustainable Equity Fund’
- First life insurance company to offer a product to homemakers
- Added ‘Transgender’ as an option on customer website
Governance Achievements
- 50% Independent directors in Max Financial Services Limited
- ~30% Independent directors in Max Life Insurance Board
- Robust corporate governance framework implemented
- Board-approved policies (Business Code of Conduct, Anti-Bribery, etc.)
- Established grievance redressal mechanism
- Ethics hotline maintained by an independent partner
- ISO 27001 (Information Security) and ISO 22301 (Business Continuity) certifications
Climate Goals & Targets
Medium-term Goals:
- Reduce CO2 emissions by 80% by FY28
- Increase gender diversity to 30% by FY25
- Digitally enable 90% of self-servicing operations by FY25
- Improve digital learning hours by ~3X by FY25
- 100% ESG integration in equity investment research and decision-making by FY23
Short-term Goals:
- Reduce single-use plastic by 1000 kg in FY23
- Replace 200 TR ACs in FY22 and 500 TR ACs in FY23
Environmental Challenges
- COVID-19 pandemic impact on growth and investment income
- Higher-than-expected claims across segments
- Cybersecurity risks
- Water stress in certain regions of India
Mitigation Strategies
- Incorporated ESG factors into asset allocation and risk decisions
- Implemented InstaClaim initiative to expedite claim settlements
- Strengthened cybersecurity governance and deployed advanced technologies
- Water recycling and conservation measures (tap sensors, water aerators, STP)
- Developed alternative sourcing strategies (Not explicitly mentioned but implied through various initiatives)
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: GRI Standards, UN SDGs
Certifications: ISO 27001, ISO 22301
Sustainable Products & Innovation
- Max Life Sustainable Equity Fund
- Saral Jeevan Beema
- Saral Pension Plan
- Smart Secure Plus Plan
Awards & Recognition
- Numerous awards listed in the report (refer to page 100-101)
Reporting Period: 2022-04 to 2023-03
Environmental Metrics
Total Carbon Emissions:10,701.35 tCO2e (Scope 1 and 2 combined)
Scope 1 Emissions:265.64 tCO2e
Scope 2 Emissions:10,647.98 tCO2e
Waste Generated:16,489.5 kg (battery and e-waste combined)
ESG Focus Areas
- Financial Responsibility
- Ethical and Sustainable Work Practices
- Community and Employee Well-being
- Environmentally Conscious Operations
Environmental Achievements
- Replaced 500 tons of air conditioners with energy-efficient versions
- Planted 98,786 saplings
- Reduced carbon emissions (Specific percentage not explicitly stated, but a target of 80% reduction by 2028 is mentioned)
- Recycled 30 kilolitres of water per day at Head Office
- Stopped 1.2 Lakh plastic water jars from ending up in landfills by installing RO units
Social Achievements
- Launched several employee well-being programs (Yoga sessions, health camps, counselling, etc.) resulting in an employee engagement score above 95% for the last four years.
- Increased gender diversity to 26% (target of 30% by FY25)
- Launched 'Max Life Sustainable Equity Fund'
- CSR expenditure of ₹10 Crores
- Reached over 97,200 beneficiaries through CSR initiatives
- Launched PRAGATI, a career comeback program for women on a break
Governance Achievements
- Established a dedicated steering committee overseeing ESG integration into investment decisions.
- Implemented a robust corporate governance framework aligned with core values.
- 100% ESG integration in equity investment research and decision-making
- 75% of equity portfolio to be ESG compliant
- Board-approved Business Code of Conduct, Anti-Bribery, Anti-Corruption policies in place.
Climate Goals & Targets
Long-term Goals:
- Not disclosed
Medium-term Goals:
- Reduce CO2 emissions by 80% by FY28
Short-term Goals:
- Reduce water consumption by 70%
- Increase gender diversity to 30% by FY25
- Achieve 90% digital self-servicing operations by FY25
- Increase digital learning hours and total training hours by 3X by FY25
Environmental Challenges
- Climate change
- Fraudulent activities and spurious calls targeting life insurance consumers
- Cybersecurity threats
Mitigation Strategies
- Set ambitious goals to reduce carbon emissions by 80% by 2028.
- Actively communicate with policyholders about fraud prevention.
- Established cutting-edge protocols to fortify cybersecurity stance, including partnerships with experts and a dedicated Chief Information Security Officer.
Supply Chain Management
Responsible Procurement
- Code of conduct
- Supplier sustainability requirements
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: GRI Standards
Certifications: ISO 27001 (Information Security), ISO 22301 (Business Continuity)
Sustainable Products & Innovation
- Max Life Group Saral Suraksha plan
- POS products
- Saral Jeevan Beema
- Saral Pension Plan
- Smart Secure Plus Plan
- Max Life Sustainable Equity Fund
Awards & Recognition
- Best Claims Settlement at InsureNext Conference and Awards 2023
- Celent Model Insurer of the Year Award
- Excellence in driving distribution through Digital at the FICCI Insurance industry awards 2022
- Gold and Silver at the ASQ International Team Excellence Awards 2022
- Best BFSI Brands 2022 (Economic Times)
- Excellence in Claims service and Best product innovation for SFRD at World BFSI Congress and awards
- India’s most trusted brands 2022 (WCRCInt)
- e4m Pride of India Brands – North Conference and Awards
- Special mention for Internal Communications at the Velocity Awards 2022
- Silver for Best use of Internal Communications at Fulcrum Awards 2022
- Legal department of the year at Biz Asia legal award 2022
- The Sustainable Organisation 2023 (Economic Times)
Reporting Period: 2023-04 to 2024-03
Environmental Metrics
Total Carbon Emissions:6836 tCO2e/year (Scope 1 & 2)
Scope 1 Emissions:141.73 tCO2e/year
Scope 2 Emissions:6694.64 tCO2e/year
Renewable Energy Share:1.25%
Total Energy Consumption:3,70,87,241.40 MJ/year (non-renewable) ; 23,972.40 MJ/year (renewable)
Water Consumption:381.96 KL/year
Waste Generated:11.469 tons/year
ESG Focus Areas
- Green Operations
- Caring for People and Communities
- Working Ethically and Sustainably
- Financial Responsibility
Environmental Achievements
- 100% E-waste recycled
- 25 KW Solar panel installed at head office
- 25,000 Trees planted
- Reduced CO2 emissions by approximately 1.25% compared to FY2023
- 94.15% of generated waste recycled, including e-waste, biomedical, and other non-hazardous waste
Social Achievements
- 95% Employee engagement score
- 26.5% Gender diversity ratio achieved
- 20,971 Employees certified on POSH via e-learning module
- 91.41% Employees given skill upgradation
- ₹ 10 crore CSR spent, impacting 1.3 lakh beneficiaries
- 59,134 beneficiaries of financial literacy and insurance awareness campaigns
- 60,200 beneficiaries of Joy of Giving initiative
- 26,902 children benefitted from Education initiatives
Governance Achievements
- Zero Cases of conflict of interest
- Zero Cases of corruption reported
- Zero Cases of data and privacy breaches
- 100% ESG integration in equity investment research and decision-making
- 75% of the stock portfolio to be ESG-compliant
Climate Goals & Targets
Long-term Goals:
- Net zero emissions by 2070 (aligned with India's national target)
Medium-term Goals:
- Achieve 95% digital penetration by 2026
- Reduce CO2 emissions by 80% by 2028
Short-term Goals:
- Increase employee diversity ratio to 28% by 2025
- Upskill employees by providing 40 learning hours per employee by 2025
Environmental Challenges
- Climate change impacts (heatwaves, floods)
- Maintaining ESG compliance across a large and diverse organization
- Balancing business growth with sustainability goals
Mitigation Strategies
- Implementing energy-efficient equipment and planting trees to reduce carbon load
- Developing and implementing comprehensive ESG policies and frameworks
- Investing in renewable energy sources
- Regularly reviewing and updating ESG framework
Supply Chain Management
Responsible Procurement
- ESG considerations integrated into procurement decisions
Climate-Related Risks & Opportunities
Physical Risks
- Extreme weather events (heatwaves, floods)
Transition Risks
- Regulatory changes related to sustainability
Opportunities
- Development of sustainable products and services
Reporting Standards
Frameworks Used: GRI Standards, UN SDGs, IIRC Framework
Certifications: ISO 27001, ISO 22301
UN Sustainable Development Goals
- Goal 7 (Affordable and Clean Energy)
- Goal 8 (Decent Work and Economic Growth)
- Goal 10 (Reduced Inequalities)
- Goal 13 (Climate Action)
- Goal 17 (Partnerships for the Goals)
Initiatives contribute to these goals through various environmental, social, and governance programs
Sustainable Products & Innovation
- Max Life SEWA (Secure Earnings and Wellness Advantage)
- Max Life STEP (Smart Total Elite Protection Term Plan)
- Max Life SUPR (Smart Ultra Protect Rider)
- Max Life SWAG Par (Smart Wealth Advantage Growth Par Plan)
- Max Life SWAG Pension (Smart Wealth Annuity Guaranteed Pension Plan)
- SWAG Elite (Smart Wealth Advantage Guarantee Elite Plan)
Awards & Recognition
- Numerous awards and recognitions from various Indian and international business bodies (see Awards and Recognitions section)