For Verified Advisors

Reach employees -
not individual clients.

FINSAGE connects verified advisors with contracted companies. You conduct group sessions and 1:1 coaching for their employees. Flat fee per engagement - no percentage cuts, no client acquisition, no chasing payments.

Why Join

A different kind of advisory practice

🏢

Corporate Engagements

Session demand comes from contracted companies, not individual retail clients you have to find yourself.

💳

Flat Fee Per Session

Predictable income per session type. No percentage-based commissions. Payouts per the Advisor Services Agreement.

📋

TDS Handled

Tax deductions are shown clearly on your payout screen - no surprises at year-end.

📅

You Control Your Calendar

Accept group sessions and 1:1 bookings that fit your schedule. No forced slots.

🆓

Free to Apply

No onboarding fee. Verification is free. You only earn once you start conducting sessions.

🔍

Credential-First Discovery

Employees find advisors by credential category and specialisation - not by marketing spend.

Eligibility

Six credential categories accepted

You must hold a current, valid credential from one of the following categories. Expired or suspended registrations are not accepted.

SEBI RIA

Investment Advisory

Verified via sebi.gov.in

SEBI RA

Equity Research

Verified via sebi.gov.in

₹

AMFI MFD

Mutual Funds

Verified via amfiindia.com

ICAI CA

Tax & Accounting

Verified via icai.org

FPSB CFP

Financial Planning

Verified via fpsb.org

IRDAI

Insurance Advice

Verified via irdai.gov.in

Onboarding

From application to first session in 48 hours

01

Apply & Submit Credentials

Create your profile and upload your credential number - SEBI registration, AMFI ARN, ICAI membership, FPSB certification, or IRDAI licence.

02

Manual Verification

Our team cross-checks your credential against the issuing regulator. Typically approved within 24 hours.

03

Set Your Availability & Topics

Configure your calendar, session types (group / individual), and the topics you cover.

04

Get Assigned to Engagements

Once verified, you are available for group sessions and individual bookings from contracted companies.

Important

The boundary - what FINSAGE is and is not

FINSAGE is a financial education infrastructure provider. Sessions on FINSAGE are educational - group Q&As, workshops, and structured 1:1 coaching. FINSAGE does not facilitate investment advice, portfolio management, trade execution, or fund distribution for platform sessions.

If an employee chooses to engage you independently after a session - that is a separate, direct relationship outside FINSAGE. You are responsible for all regulatory compliance in that independent engagement.

Ready to join the network?

Apply now - it takes 10 minutes. Verification is typically complete within 24 hours.

Apply as a Verified Advisor

Free to apply. No onboarding fee.