Finsage
FINSAGEfor Business
Verified Financial Education for Enterprise

Give every employee
a verified financial
expert.

Companies contract with FINSAGE as an employee benefit. Employees get unlimited group sessions and a credit pool for private 1:1 coaching - from India's verified advisor network.

We teach. We never advise or execute.

SEBI RIASEBI RAAMFI MFDICAI CAFPSB CFPIRDAI

“We introduce verified professionals. We never advise, execute, or take a cut of what happens after.”

The Problem

Your employees are making financial decisions right now - based on the wrong sources.

YouTube influencers. WhatsApp forwards. Advice from colleagues who mean well but have no credentials. Financial stress is the number-one distraction at work - and companies have no scalable, verified answer.

FINSAGE is that answer.

FINSAGE Verified
0%

of employees say financial stress affects their work

Leading

cause of employee distraction in India

0

credential categories - every financial need covered

0%

credential-verified - no exceptions

Source: 1 Finance survey, 2026 (via CXO Today / Outsource Accelerator)

How FINSAGE Works

From contract to outcome - four steps, zero IT involvement

Structured to meet employees where they are, without HR overhead.

1

Company Signs Up

HR contacts us for a scoping call. We put together a custom plan - headcount, session frequency, credit pool size.

2

Employees Get Access

Access is gated to verified employees. Company email domain verification - no open public registration.

3

Money Moments Run

HR schedules group sessions. Employees attend freely. Those with personal needs book 1:1 from the credit pool.

4

HR Gets Full Visibility

Real-time credit tracker, attendance reports, session history - all in the HR dashboard.

The Employee Experience

Three layers, meeting employees where they are

From open group access to private 1:1 coaching - structured so every employee gets the right level of support.

1
Unlimited · Whole Org

Group Sessions

Ask an Expert Q&As and structured Workshops. Every employee attends freely - no limit, no cost per session.

2
Credit-Based · Individual

1:1 Credit Pool

Employees with personal needs book private sessions using credits HR releases from a shared pool.

3
Optional · Independent

Independent Follow-Up

If an employee wants ongoing help, that's a direct relationship outside FINSAGE - we take no cut.

“We introduce verified professionals for layers 1 and 2. We never advise, execute, or take a cut of what happens after.”

Verified Network

Six credential categories - every financial need covered

Every advisor is manually verified before approval. Cross-checked against SEBI, AMFI, ICAI, FPSB, and IRDAI.

SEBI RIA

Investment Advisory

SEBI RA

Equity Research

₹

AMFI MFD

Mutual Funds

ICAI CA

Tax & Accounting

FPSB CFP

Financial Planning

IRDAI

Insurance Advice

Why FINSAGE

Built for HR. Loved by employees.

100% Credential Verified

Every advisor is manually cross-checked against SEBI, AMFI, ICAI, FPSB, and IRDAI before approval. No exceptions.

Education-First Model

Group sessions and structured 1:1 coaching. We teach. We never advise, execute, or manage money.

HR Dashboard

Schedule sessions, track credit pool usage, export attendance reports - all without IT involvement.

Gated Employee Access

Employees are verified by company email domain. No open public registration.

Zero Scheduling Overhead

HR picks a slot, advisors confirm. Meeting links are auto-generated. Employees attend.

Six Languages & Growing

Sessions available in Hindi, Tamil, Marathi, Telugu, Gujarati, and English.

FAQ

Common questions

What is the difference between group and individual sessions?

Group sessions (Ask an Expert, Workshops) are open to all employees - unlimited access. Individual 1:1 sessions are booked by employees from a company credit pool managed by HR.

How are advisors verified?

Every advisor is manually verified before approval. We cross-check SEBI registration (sebi.gov.in), AMFI ARN (amfiindia.com), ICAI membership (icai.org), FPSB certification (fpsb.org), or IRDAI licence (irdai.gov.in).

Does FINSAGE give investment advice?

No. FINSAGE is a financial education infrastructure provider. Sessions are educational - group Q&As, workshops, and structured coaching. We introduce verified professionals. We never advise, execute, or take a cut of what happens after.

How does pricing work?

Pricing is customised per company - based on headcount, the number of group sessions, and the 1:1 credit pool size. We don't publish a public rate. Contact us for a scoping call.

Can employees continue with an advisor privately after a session?

Yes. If an employee chooses to engage an advisor independently after their FINSAGE sessions, that is a direct relationship entirely outside FINSAGE. We facilitate the introduction, nothing more.

Get Started

Ready to give your employees
a financial expert?

Book a 30-minute scoping call. No commitment. No self-serve checkout. Just a conversation about your team.

FINSAGE is a financial education infrastructure provider. We connect employees with independently operating, credential-verified financial professionals for educational group sessions and structured 1:1 coaching. FINSAGE does not provide investment advice, manage client funds, or execute transactions. Sessions on FINSAGE are between the employee and the advisor directly. FINSAGE is not responsible for advice given in or outside sessions.