Financial literacy for corporates and brands

Financial clarity for the people behind your business.

Aveek Agarwal hosts financial literacy seminars and webinars for companies, business owners and brands, helping employees plan their investments, save tax and build wealth with confidence.

  • Corporate seminars
  • Live webinars
  • Workshop series
  • Brand events
Aveek Agarwal, financial literacy consultant, in a grey blazer
Aveek AgarwalFinancial literacy consultant

The programmes

Four ways to bring financial literacy to your people.

Choose the format that fits your company. Every session is customised to your workforce and explained in plain language.

01

In person

Corporate seminar

A live, visual session at your office or venue on investing, tax saving and building wealth, with real examples your people remember.

  • A custom agenda for your workforce
  • Slides and real rupee examples
  • Open Q&A with Aveek
  • Takeaway notes for employees
02

Online

Live webinar

A live online session for distributed teams, multiple offices and remote employees, with questions answered in real time.

  • Topic and agenda set with your HR team
  • Live polls and open Q&A
  • Slides shared after the session
  • Recording available on request
03

Programme

Workshop series

A multi-session financial wellness programme that builds money skills week by week, one topic at a time.

  • One topic per session, building up
  • Practical exercises employees can use
  • Check-ins between sessions
  • A closing recap for your HR team
04

For brands

Brand event

Co-hosted seminars or webinars that bring financial education to your customers, members or partners and add real value to your brand.

  • Content aligned to your audience
  • Co-branded session and materials
  • Joint promotion support
  • Open Q&A for your community
Aveek Agarwal standing in a blazer and open-collar shirt
Aveek AgarwalFinancial literacy consultant

About Aveek

Money skills, taught the way people actually learn.

Most employees earn well but were never taught what to do with it. Aveek turns salaries into plans, with sessions that make investing, tax and saving clear for every level in your company.

01Plain language
No jargon walls. Every idea comes with a real rupee example your people relate to.
02Tailored to your workforce
Content shaped for new hires, mid-career staff or leadership, never one-size-fits-all.
03Built on teaching experience
Experience teaching money skills to people from their first salary to retirement.

What your team will learn

The money skills nobody taught at work.

Every session is built from these six topics, mixed and matched to suit your workforce.

01

Salary, budgeting and saving

Read the payslip, budget well, build the habit.

  • Read a payslip and CTC with confidence
  • Budgeting methods that actually stick
  • Build a saving habit that survives real life
02

Investing, SIPs and mutual funds

Start early, stay regular, understand risk.

  • How SIPs work and why regular beats timing
  • Understanding risk, return and time
  • How to pick a fund category with confidence
03

Tax planning

Plan from April, not in the March rush.

  • Old versus new tax regime, simply explained
  • Using deductions the right way
  • A year-round tax planning routine
04

Insurance and protection

Protect the family before chasing returns.

  • Term and health cover, explained plainly
  • How much cover is enough
  • Common insurance mistakes to avoid
05

Smart credit and debt

Use credit well and clear debt without stress.

  • Credit scores and how they work
  • Using cards and loans wisely
  • A simple plan to clear debt
06

Retirement and life goals

Work backwards from the life they want.

  • Set goals with real timelines
  • Why starting early changes everything
  • Building a retirement corpus step by step

Who it is for

Built for teams that care about their people.

From growing startups to large corporates, and from founders to brand teams: financially confident people do better work.

01

Corporates and HR teams

Add real value to your employee wellbeing and learning programme, from onboarding to leadership.

Onboarding · Tax season · Wellbeing

02

Business owners

Help your staff and their families make sense of money, with sessions that fit your team size and schedule.

Small teams · On site · Online

03

Brands and communities

Offer your customers, members and partners something genuinely useful that your brand can be proud of.

Co-branded · Customers · Members

Sessions can be tailored for teams in

  • IT and technology
  • Banking and finance
  • Manufacturing
  • Startups
  • Healthcare
  • Education
  • Retail
  • Agencies

How booking works

From first message to your session, in three steps.

No forms and no long back-and-forth. Everything happens on WhatsApp.

  1. 1

    Share your requirements

    Tap any booking button. Your message is already written. Add your company, team size and the topics that matter, then send.

  2. 2

    Agree the format, agenda and schedule

    Aveek's team replies with availability, a proposed agenda and next steps, shaped around your workforce.

  3. 3

    Host the session

    Your team learns, asks questions and walks away with clarity.

Questions

Before you reach out.

Can't find your answer? Message Aveek's team on WhatsApp.

Companies of any size, HR and L&D teams, business owners, brands and community organisations that want to help their people understand money better.

Seminars are held in person at your office or venue. Webinars are live online sessions for teams anywhere. Both include open Q&A and usually run 60 to 90 minutes.

Yes. New hires, mid-career staff and senior leaders need different conversations, so the agenda and depth are shaped around your workforce and the topics you choose.

No. Seminars and webinars are educational and general in nature. They help employees understand concepts so they can make better decisions, and are not advice for any individual's situation.

Tap any Book a session button. A message for your company is ready to send on WhatsApp. Aveek's team will reply with availability, a proposed agenda and next steps.

Book a session

Let's plan a session for your team.

Message us on WhatsApp and tell us about your company. We will reply with availability and a proposal.

Message on WhatsApp (opens WhatsApp in a new tab)

WhatsApp: +91 97480 78229

What to share

  • Your company name
  • Approximate team size
  • Preferred format
  • Topics you would like covered

Or start with a specific format