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.