How It Works
FINSAGE gives companies a structured way to give employees access to verified financial experts - without touching money, without giving advice, and without legal exposure.
The Three-Layer Model
Every employee gets access to regular live group sessions with verified advisors. Anyone in the company can attend, ask questions, and get answers in real-time. Sessions cover the financial topics that matter most - tax planning, retirement, insurance, investments, and more.
Ask an Expert - live Q&A with a verified advisor
Workshops - structured deep-dives on key topics
Unlimited access for all employees
HR schedules sessions directly on the platform
Employees who need personalised guidance book 1:1 sessions with an advisor of their choice - using session credits released by HR. Credits are tracked in real-time. HR controls the pool size and release cadence.
Employee picks their own advisor and slot
HR dashboard tracks pool usage in real-time
Credits controlled and released by HR
Auto-generated meeting link, no back-and-forth
If an employee wants to engage an advisor for ongoing, independent financial management after their sessions - that is entirely between them and the advisor. FINSAGE is not involved, does not facilitate payment, and takes no cut.
The boundary: We introduce verified professionals. We never advise, execute, or take a cut of what happens after.
Verified Network
Every advisor in the FINSAGE network is manually verified before being approved. Credentials are cross-checked against the issuing regulator.
SEBI RIA
Investment Advisory
SEBI RA
Equity Research
AMFI MFD
Mutual Fund Guidance
ICAI CA
Tax & Accounting
FPSB CFP
Financial Planning
IRDAI
Insurance Advice
Verified against: SEBI (sebi.gov.in) · AMFI (amfiindia.com) · ICAI (icai.org) · FPSB (fpsb.org) · IRDAI (irdai.gov.in)
For HR Teams
HR schedules group sessions directly - pick a date, invite the org, done.
See in real-time how many individual session credits are released, booked, and remaining.
Session counts, attendance, topic breakdown - exportable for HR reporting.
Employees are verified by company email domain before they can book - no open public registration.
We'll scope the right plan for your team size, budget, and schedule - no commitment, no self-serve checkout.