In person
Corporate seminar
In-person sessions at an office or venue.
- Setting
- Your office or venue
- Length
- Typically 60–90 minutes
- Group
- 30 to 500+ people
- Custom agenda
- Practical rupee-based examples
- Open Q&A
- Takeaway notes
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
01Formats
Four ways to bring financial literacy to your people
Each format is built around your audience. Swipe to compare. Not sure which fits? Ask Aveek on WhatsApp (opens in a new tab)
02About
Money, explained the way people actually learn
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.
-
01
Salary, budgeting and saving
- Understanding payslips and CTC
- Practical budgeting
- Building a saving habit
-
02
Investing, SIPs and mutual funds
- Understanding SIPs
- Risk, return and time
- Understanding fund categories
-
03
Tax planning
- Understanding old and new tax regimes
- Understanding deductions
- Developing a year-round planning routine
-
04
Insurance and protection
- Term and health insurance concepts
- Understanding coverage needs
- Common mistakes
-
05
Smart credit and debt
- Credit scores
- Responsible use of cards and loans
- Debt repayment planning
-
06
Retirement and life goals
- Setting goals and timelines
- Understanding the value of starting early
- Retirement planning concepts
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, adapted to the people in the room.
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.
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
Where the sessions happen
Sessions suit the room you have, or no room at all. The same six learning areas work in every setting.
- AIn person
Seminar hall
A larger group seated in a hall, facing the presenter.
Enquire about seminar hall sessions on WhatsApp (opens in a new tab) - BIn person
Boardroom
A screen-led session around the boardroom table.
Enquire about boardroom sessions on WhatsApp (opens in a new tab) - CIn person
Meeting room
A focused session for a smaller team or batch.
Enquire about meeting room sessions on WhatsApp (opens in a new tab) - DOnline
Live webinar
A live session with polls and Q&A for remote or distributed teams.
Enquire about live webinar sessions on WhatsApp (opens in a new tab)
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.
-
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.
-
Step 2
Discuss the details
Talk through the format, topics, agenda and schedule that suit your team.
-
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)
07Gallery
Photographs from past sessions
A few moments from sessions, in different rooms. Host a similar session (opens in a new tab)
08FAQ
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.
The investing sessions explain concepts such as how SIPs work, the relationship between risk, return and time, and how mutual fund categories differ. They are educational and general in nature and do not recommend specific investments.
Six learning areas can be combined to suit your team: salary, budgeting and saving; investing, SIPs and mutual funds; tax planning; insurance and protection; smart credit and debt; and retirement and life goals.
No. Sessions are educational and general in nature. They explain concepts and do not recommend specific securities or products, and they are not investment advice for any individual. Investments are subject to market risks.
09Enquire
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
Aveek AgarwalWhatsApp
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.