Corporate Programs

Financial Wellbeing sessions for company employees

We help corporates in conducting financial wellbeing sessions for their employees with aim to help them get knowledge and act in right way in their financial life

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4 Benefits To Employers


Increase in productivity

A lot of time is wasted by employees thinking of their money matters. If they are free of these worries, that means more productivity.


Good Reputation

Let your employees know that you care your team and helping them get better in money matters with these sessions.


Help in Retention

Low stress of employee and better bonding helps in retaining the employees over time.


Lowers Stress

Financial matters are one of the biggest reasons for the stress today. These sessions will lower the stress of your employees.

What Sessions We Offer
To Corporates

Our interactive workshops cover a wide range of financial topics, from budgeting and savings to investing and retirement planning.

Financial Wellbeing

Foster a financially resilient workforce with our holistic financial well-being programs. We focus on enhancing financial literacy, instilling healthy financial habits, and reducing financial stress among employees.

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Financial Planning

Our financial planning sessions provide personalized guidance to employees on setting financial goals, creating strategic financial plans, and making sound investment choices. Equip your employees with the tools to achieve their financial aspirations.

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Women & Money

Empower the women in your organization with specialized workshops that address their unique financial challenges and goals. From financial independence to wealth-building strategies, we guide women towards financial empowerment.

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Retirement Planning

Ensure your employees are prepared for a secure retirement with our retirement planning sessions. We demystify retirement options, pension plans, and investment strategies, enabling employees to plan for a fulfilling post-work life.

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Financial Health Check

Provide your employees with a comprehensive financial health check. Our financial experts review individual financial situations and offer personalized recommendations to improve their financial well-beings.

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Happy Retirement

This is a detailed program for post-retirement planning suitable for a batch of people who are about to Retire from company. There are 8 modules in total

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Design Your Financial Life

Inspire your employees to design their financial future. Our sessions focus on goal setting, creating a financial roadmap, and optimizing resources for long-term financial success.

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Our Past Work and
Corporate Clients

35+ Face To Face Workshops

We hav conducted more than 35+ workshops in big cities like Pune, Bangalore, Delhi, Mumbai, Hyderabad, Chennai

50+ Open Webinars

We have done tons of open webinars on variety of topics for general public

15+ Corporate Sessions

We have also done various online webinars for multiple corporates

2000+ One-To-One Sessions

We have done online sessions and consultancy with more than 2000+ families and helped them in finances.

How it Works



We listen to your organization's financial wellness goals and assess your employees' specific needs.



Tailoring our program to match your workforce's requirements, we create engaging workshops and sessions.


Interactive Learning

Our expert instructors deliver interactive sessions, making financial concepts relatable and easy to understand.


Measurable Impact

We track progress and measure the positive impact of our program on your employees' financial well-being.

Our Clients Love Us

It was indeed one of my biggest sigh of relief even before starting SIPs - it was when I registered myself with JagoInvester membership. I had been following JagoInvestor blog since 2 years and I knew I needed help. My financial health check was an expected eye opener.

Rachana Chokkapu

My journey with Jago Investor had started since 2017 and I would say I am satisfied with their services by more than 100%. The team was very helpful in clearing my queries and they are always present at a ping away. So in a nut shell, a big thank you Jago Investor Team. Keep up the good work.

Harish Kumar

General Manager in Quality Management - Siemens, Seoul

The Internet is having many matured articles; but there wasn't any for a total newbie like me. Only a regular search day, I stumbled upon Jago team. Jago team will guide/handhold you in EXACTLY doing that.

Bobby John

Proposals Engineer, Intergraph Middle East LLC, Dubai

Right until the point I began my association with Jago, I was a financial disaster. Prior getting in touch with Nandish /Manish I had begun reading books about what steps we need to take to have a strong financial base and secure future for self and family.

Kelvin Pereira

Sr. Transition Manager , Cma Cgm Shared Service Center Mumbai

I would like to say that the Jago Investor team is always available to you in case of any financial doubts that you may have; I really appreciate their prompt responses in any given scenario. On top of it, the founders of Jago Investors have an excellent collection of financial articles/books on their websites which you can go through at your convenience; these materials are very informative, they are centred around various financial aspects in our day to day life.

Ayan Sarkar

Lead Consultant, Saama Technologies India Pvt. Ltd. Pune

I had a decent corpus as savings, went on to a job, specialised further, spent time and money on training and moved on to higher positions and naturally, a higher salary. It was only then that I decided to seek professional assistance in finance and after months of dilly dallying, finally decided to email Jagoinvestor.

Niyaz Ashraf

Doctor, Iqraa Hospital Calicut

After joining Jagoinvestor team, I feel more relaxed money is growing through SIPs and I can concentrate more on the things which I am good at rather than worrying about my financial health...I will definitely continue these SIPs and increase it time to time.

Abhay Pagar

General Manager, Raajratna Metal Industries Ahmedabad

I'm one happy individual who is on track towards financial freedom. If you are like me who procrastinates on whether to seek help from a financial adviser, I would say act now. I also highly recommend JagoInvestor  services. You will be in safe hands and will not regret it, for sure.

Julius Periera

Software Architect, J. J. Keller & Associates Inc, USA

The Jagoinvestor  team have been my partner as I transitioned from living in India to studying in Finland. They've been understanding of various financial situations prescribed appropriate actions when it comes to saving, investing growing my money.

Pukhraj Ranjan

Head of Community & Media, HundrED, Finland

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