Seminars Webinars Workshops

Financial literacy sessions for teams and organisations

Most people earn well but were never taught what to do with it. Aveek Agarwal explains salary, SIPs, tax, insurance, credit and retirement in plain language, with practical rupee examples.

For HR and L&D teams, business owners, brands and communities.

  • Salary & saving
  • SIPs & funds
  • Tax planning
  • Insurance
  • Credit & debt
  • Retirement
Aveek Agarwal in a grey blazer and patterned shirt, standing with his hands in his pockets
Aveek AgarwalFinancial literacy consultant

01Formats

Four ways to bring financial literacy to your people

Swipe or use the arrows to compare. Each format is built around your audience.

Online

Live webinar

Online sessions for remote or distributed teams.

Setting
Online, live
Length
Typically 60–90 minutes
Suited to
Teams across locations

Included

  • Agenda coordinated with your organisation
  • Live polls and Q&A
  • Slides shared afterwards
  • Recording available on request
Enquire on WhatsApp about the live webinar (opens in a new tab)
Programme

Workshop series

A multi-session financial wellness programme.

Format
Multi-session programme
Sessions
3–6 sessions
Group
20–100 per batch

Included

  • Topics developed progressively
  • Practical exercises
  • Check-ins between sessions
  • Closing recap for the HR team
Enquire on WhatsApp about the workshop series (opens in a new tab)
For brands

Brand event

Co-hosted financial education for customers, members or partners.

Setting
In person or online
Audience
Customers, members or partners
Hosting
Co-hosted with your brand

Included

  • Audience-specific content
  • Co-branded session and materials
  • Joint promotion support
  • Open Q&A
Enquire on WhatsApp about the brand event (opens in a new tab)

Not sure which format fits your team? Ask Aveek on WhatsApp (opens in a new tab)

02About

Money, explained the way people actually learn

Presenter pointing at a large screen as participants watch from the boardroom table
In the room · A boardroom session

Aveek Agarwal is a financial literacy consultant. He teaches employees, business owners and communities how salary, savings, investments, tax, insurance and credit fit together, using plain language and everyday rupee examples instead of jargon.

aPlain language
Concepts are explained without jargon, so people at any level can follow along.
bPractical examples
Ideas are tied to rupee-based examples drawn from everyday pay, spending and saving.
cTailored to the audience
Content is shaped around the needs of your workforce rather than delivered as a fixed script.
dApproachable style
Sessions leave room for open Q&A, so questions are always welcome.

03Topics

What your team can learn

Six learning areas, combined to suit your workforce. All content is educational and general in nature.

  1. 01

    Salary, budgeting and saving

    • Understanding payslips and CTC
    • Practical budgeting
    • Building a saving habit
    Ask about this topic: Salary, budgeting and saving (opens WhatsApp in a new tab)
  2. 02

    Investing, SIPs and mutual funds

    • Understanding SIPs
    • Risk, return and time
    • Understanding fund categories
    Ask about this topic: Investing, SIPs and mutual funds (opens WhatsApp in a new tab)
  3. 03

    Tax planning

    • Understanding old and new tax regimes
    • Understanding deductions
    • Developing a year-round planning routine
    Ask about this topic: Tax planning (opens WhatsApp in a new tab)
  4. 04

    Insurance and protection

    • Term and health insurance concepts
    • Understanding coverage needs
    • Common mistakes
    Ask about this topic: Insurance and protection (opens WhatsApp in a new tab)
  5. 05

    Smart credit and debt

    • Credit scores
    • Responsible use of cards and loans
    • Debt repayment planning
    Ask about this topic: Smart credit and debt (opens WhatsApp in a new tab)
  6. 06

    Retirement and life goals

    • Setting goals and timelines
    • Understanding the value of starting early
    • Retirement planning concepts
    Ask about this topic: Retirement and life goals (opens WhatsApp in a new tab)

Want a mix of these for your team? Request a session on these topics on WhatsApp (opens in a new tab)

04Who it’s for

One programme, shaped for different audiences

The same six learning areas can be adapted to the people in the room.

Presenter standing at the front of a long table with participants seated along both sides of the room
In-person seminar session

A

Corporates, HR and L&D teams

Add practical financial education to employee learning and wellbeing programmes, for new hires, managers or whole teams.

Fits with Seminar Webinar Workshop series

B

Business owners and employees

Help the people in your business make sense of salary, saving, tax and protection, in a format that suits your team size and schedule.

Fits with Seminar Webinar

C

Brands and communities

Offer customers, members or partners useful financial education through a co-hosted session with content built for your audience.

Fits with Brand event

05Sessions

The kinds of sessions we run

In-person sessions in different settings, plus live webinars online. Select any photo to enlarge it.

Webinar

Live webinar

Online · Live

Plan a webinar (opens in a new tab)

The same plain-language sessions, delivered online for remote or distributed teams.

  • 01Live polls
  • 02Live Q&A
  • 03Slides shared afterwards
  • 04Recording on request

06How it works

From first message to your session in three steps

The whole enquiry happens on WhatsApp. There are no forms to fill in and no accounts to create.

  1. Step 1

    Share your requirements

    Tap any enquiry button. A message opens in WhatsApp, ready for you to complete and send with your organisation, team size and topics of interest.

  2. Step 2

    Discuss the details

    Talk through the format, topics, agenda and schedule that suit your team.

  3. Step 3

    Finalise and host

    Confirm the arrangements, then host the session for your people.

Ready to start? Enquire about a session on WhatsApp (opens in a new tab)

07FAQ

Questions before you enquire

Something else you would like to know? Ask on WhatsApp.

Message Aveek on WhatsApp (opens in a new tab)

Companies, HR and L&D teams, business owners, brands and community organisations that want to offer financial education to their people or audience.

Seminars are in-person sessions at your office or venue. Webinars are live online sessions that suit remote or distributed teams, with live polls and Q&A. Both typically run 60 to 90 minutes.

Yes. Seminars use a custom agenda and webinar agendas are coordinated with your organisation. Topics from the six learning areas can be combined to suit your workforce.

Corporate seminars and live webinars typically run 60 to 90 minutes. A workshop series is spread over 3 to 6 sessions.

No. Sessions are educational and general in nature. They explain concepts and are not investment advice for any individual’s circumstances. Please see the disclaimer at the foot of this page.

Share your requirements on WhatsApp, discuss the format, topics, agenda and schedule, then finalise arrangements and host the session. There is no online booking or payment on this website.

08Enquire

Let’s plan a session for your team

Send a short WhatsApp message with a few details and take it from there. The message is ready to go; you review it and press send.

Message Aveek on WhatsApp (opens in a new tab)

WhatsApp +91 97480 78229 (opens in a new tab)

Your message opens like this

Hi Aveek, we would like to organise a financial literacy session for our team. Could you share the available formats and next steps?

 

Organisation:

Approximate team size:

Preferred format:

Topics of interest:

Preferred dates (if known):

Share your organisation, approximate team size, preferred format, topics of interest and preferred dates, if known.