Partner with Odisha Investors Society to bring SEBI-aligned investor education directly to your employees and communities. Expert-led. Non-commercial. Completely free.
In India, 73% of salaried employees have never received structured financial education. Many are over-insured, under-invested, or unknowingly exposed to fraudulent schemes. The financial stress this creates directly impacts workplace productivity and wellbeing.
Employees can tell the difference between insurance and investment
They can identify and report fraudulent schemes to SEBI
They know how to start an SIP and calculate long-term returns
They leave with a simple personal financial plan they can act on immediately
“The 90-minute session changed how our team thinks about money. Three employees started their first SIP the following week.”— HR Manager, IT Company, Bhubaneswar (name withheld)
Reduce financial anxiety in your workforce. Offer structured investor education as part of your employee wellness or L&D program — at zero cost to employees.
Educate your floor staff and officers on PF, gratuity, and basic investing. Help them avoid fraudulent chit funds and build real retirement security.
Teachers and parents deeply value financial literacy. We run dedicated sessions for parent communities and senior students on budgeting, saving, and avoiding scams.
Fulfil SEBI Investor Education mandates. We are experienced working with government institutions, district administrations, and public sector bodies across Odisha.
Empower self-help group members, cooperative employees, and rural communities with practical knowledge about savings, microfinance, and fraud prevention.
Doctors, nurses, and paramedical staff are high earners but often underserved by financial education. We help healthcare professionals plan their finances and protect their savings.
Every organisation is different. We adapt our programs to your team size, sector, audience profile, and time constraints. All programs are delivered by SEBI-registered advisors and Chartered Accountants. All programs are completely free.
Our most impactful format. An OIS expert visits your premises and conducts a structured session covering investment basics, mutual funds, tax saving, insurance vs investment, and scam identification. Includes pre-session survey and resource kit.
Conducted over Zoom, Google Meet, or Microsoft Teams. Ideal for distributed teams. Features interactive polls, live Q&A, and breakout discussions. Recording available on request.
A structured curriculum spread over 4–6 weeks. Participants build from financial basics to a personal investment plan. Ideal for organisations serious about employee financial wellbeing as a strategic HR initiative.
Topics: Budgeting → Emergency Fund → Insurance → Investing → Tax Planning → Wealth Building
“OIS conducted a 2-hour session for our 80-person team at our Bhubaneswar office. The feedback was extraordinary — employees said it was the most practically useful training they had received. Three employees came to HR the next day asking how to increase their EPF contribution.”
“We brought OIS to our school parent community evening. Parents were deeply engaged — many had been putting money into schemes they did not fully understand. The OIS session gave them clarity and confidence. Several parents reached out afterwards to thank us.”
We do not sell products. No fund house, broker, or insurance company funds or influences our sessions.
All curriculum is built around SEBI's Investor Education guidelines and updated every year.
Our speakers have 15+ years combined experience in investor education, financial planning, and CA practice.
Local examples, Odia-language content where needed, and deep understanding of Odisha's specific financial landscape.
Fill in the form and our partnerships team will get back to you within 24 business hours. No commitment required — we start with a free 20-minute discovery call to understand your needs.
Proposal delivered within 3 working days of discovery call.
Dedicated OIS program coordinator assigned to your engagement.
Program scope, speaker profile, and session plan in writing before confirmation.
We will never pitch any product to your employees or use your engagement for commercial purposes.
We typically respond within 24 business hours on weekdays.