The money lessons the syllabus skipped.
Workshops for college students, teachers, staff and parents. Online or on campus, practical and unbiased.
AMFI Registered Mutual Fund Distributor: ARN 174062APMI Registration: APRN-04975
Featured in The Navhind Times, Consultants Review, Business Goa, It's Goa
Sound familiar?
- 01Students spend by UPI with no budget
- 02Staff unsure about tax, PF and insurance
- 03Parents worried about education costs
Nobody is taught this in class. One practical session fills the gap, for students and the adults around them.
Pick your campus
Four rooms on every campus
College students
Pocket money, stipends and the first salary ahead.
They walk out knowing how to
- Budget pocket money, stipends and first pay
- What UPI, credit cards and BNPL really cost
- SIPs and compounding, from small amounts
- Spot fake trading apps, loan apps and bad tips
- Read a job offer: CTC, PF and tax
Pick the topics. We shape the session.
Choose one topic for a short talk, or combine a few for a longer workshop or series.
Most requested
Budgeting and saving
Pocket money, stipends and salaries, planned in a way that sticks.
Scam awareness
Fake trading apps, loan apps, 'guaranteed returns' and impersonation calls.
Investing basics
Compounding, mutual funds and risk, explained from small amounts.
Banking and UPI safety
Accounts, UPI, cards and keeping money safe online.
Credit cards, BNPL and loans
How borrowing works, what it costs and how a credit score is built.
Your first job offer
CTC, take-home, PF and tax, so students know what they're signing.
Salary, tax and PF for staff
Old vs new regime, PF, NPS and gratuity made simple.
Insurance basics
Term and health cover and the gaps worth checking.
Funding a child's education
Costing the goal and investing towards it over the years.
Retirement for staff
How much is enough, and how PF, NPS and savings fit together.
How a one-hour session runs
10 min
Warm-up money quiz
A quick, anonymous quiz that shows the room where the gaps are.
25 min
The core topic
Explained with examples from your industry and pay structure.
15 min
Build it yourself
Everyone fills a one-page checklist they keep using afterwards.
10 min
Open questions
Anything goes. Questions can be sent in anonymously.
Formats and fees
Fees depend on format, group size and location. You get a clear quote after a short call.
Online session
- Live on Zoom or Google Meet
- Works for remote teams and every shift
- 60 to 90 minutes with open Q&A
On-site session
- At your office, campus or property
- Hands-on activities and printed checklists
- Location and timing fixed on our call
Session series
- 3 to 4 sessions over a month or a term
- Moves from basics to action, step by step
- Online, on-site or a mix of both
Open online session
- Individuals register on their own
- Join link shared after registering
- Scheduled dates, announced here
Education, not a sales pitch.
No scheme recommendations, no product forms, nothing sold in the room. People who want individual help can reach out on their own, later.
What you get as the organiser
Invite kit
A ready poster and message for your internal channels.
Take-home checklist
A one-page guide every attendee keeps.
Feedback summary
What the room asked and how it rated the session.
Open online sessions
Not booking for a group? Join a public session on Zoom or Google Meet. Register here and the joining link appears straight away.
Led by Manalee Verneker
Founder of Financial Wisdom, Margao, Goa, working with families, professionals and NRIs since 2021. Sessions are practical, local and free of jargon.
- AMFI Registered Mutual Fund Distributor: ARN 174062
- APMI Registration: APRN-04975
Questions organisers ask
No. Sessions are investor-awareness education. There are no product recommendations, no account opening and nothing sold on campus.
Student sessions are designed for college students. We adjust examples for first-years, final-years and postgraduates.
It depends on the format, audience size and location. After a short call we share a clear quote before anything is booked.
Either. Online sessions run on Zoom or Google Meet and we send the link for you to share. On-campus sessions are fixed around your timetable on our call.
Yes. Tell us the slot and the audience, and we shape the session to fit it.
The Financial Wisdom team, led by founder Manalee Verneker. Financial Wisdom is an AMFI-registered Mutual Fund Distributor (ARN 174062) based in Margao, Goa.
Give your campus the money class it never had.
Tell us about your group. We’ll come back on WhatsApp to plan the session together.