Jivisha arrow logoJIVISHAPLANNERS AND INVEST MENTORS
We make your money work as hard as you do.

CORPORATE SEMINARS

Financially informed people.
More confident workplaces.

Bring practical financial education to your employees through engaging seminars designed around their questions, life stages and learning needs.

OnlineIn personHybridEnglish & Hindi
Enquire about a seminar

TOPICS TO EXPLORE

Useful learning for your people.

Financial wellbeing essentials

Budgeting, debt, emergency funds and protection for everyday financial confidence.

Understanding investments

Investment concepts, product basics, risk and informed decision-making.

Retirement readiness

Understanding long-term goals and planning for future income needs.

Women’s financial confidence

Encouraging women to participate actively in money decisions and build independence.

Family financial goals

Connecting education, protection and household responsibilities with financial priorities.

A programme for your team

Discuss the audience, objectives and format so the session fits your organisation.

HOW IT WORKS

A seminar shaped around your organisation.

  1. Share your audience, goals and preferred format.
  2. Discuss a suitable topic, schedule, scope and commercial terms.
  3. Confirm arrangements and participant communication.

Sessions focus on financial education. Individual investment recommendations are handled separately.

CORPORATE BOOKING ENQUIRY

Let’s discuss your team’s needs.

Tell us about your organisation.

Submitting this form requests a conversation. It does not confirm a date or a paid booking.

We will follow up to discuss availability, programme details and fees.