01
Run
Monthly expenses, rent, EMIs and regular commitments.
Your Salary Has 4 Jobs
Build Your 4-Part Salary Plan
Most money workshops end with notes. This one ends with a plan.
In two hours, salaried employees use one practical worksheet to organise monthly expenses, trips, protection and investing—then choose three next actions for themselves.
- 2 hours
- In person
- 30–60 employees
- ₹0 workshop fee
No product pitch. No employee financial data collected.
Why employees need this
Good decisions, made separately, can still feel scattered.
A SIP is running. An insurance policy exists. A trip is planned. An EMI is being paid. But very few employees have one place where the complete picture comes together.
The structure
One salary. Four jobs.
02
Enjoy
Trips, eating out and planned purchases.
03
Protect
Emergency reserves, health insurance and life cover.
04
Build
Retirement and other short- and long-term goals.
Workshop run-of-show
What happens in the two hours
The session is interactive and questions are taken throughout.
- 20 min01Four life stages and changing money priorities
- 35 min02Cash-flow mapping, annual expenses and trips
- 25 min03Emergency reserve, health insurance and life cover basics
- 25 min04Market basics and broad mutual fund categories
- 15 min05Complete the worksheet and choose three next actions
The take-home result
A plan they build—and take with them.
Every participant completes their own A4-style worksheet during the session.
Participant worksheet
My 4-Part Salary Plan
- Monthly take-home income
- ₹
- 01RunHousehold expenses, EMI and commitments
- ₹
- 02EnjoyTrips and planned lifestyle spending
- ₹
- 03ProtectEmergency reserve and insurance
- ₹
- 04BuildShort-term and long-term goals
- ₹
- Still unassigned
- ₹
My next three money moves:
- 1.
- 2.
- 3.
The worksheet belongs to the participant. Investably does not collect the completed information.
Employee outcomes
Six useful outcomes from one session
- See where their salary is currently going
- Turn annual expenses into monthly amounts
- Plan trips without automatically disturbing long-term investments
- Spot emergency-reserve and insurance gaps to examine
- Separate near-term money from long-term money
- Leave with three next actions they chose themselves
Decision information
Everything HR needs to approve the session
There is no workshop fee. Sessions are subject to location and facilitator availability.
- Audience
- Salaried employees; no prior financial knowledge required
- Workshop fee
- ₹0
- Duration
- 2 hours
- Format
- In-person, interactive, worksheet-led
- Venue
- At the organisation’s office
- Recommended group
- 30–60 employees
- Timing
- Date and time agreed with HR
- Setup
- Meeting room, screen and basic audio
- Employees bring
- Nothing
- Privacy
- No employee financial data is collected
- Sales policy
- No product pitch or investment requests
- Customisation
- Examples can reflect the team’s broad profile
- Availability
- Subject to location and facilitator availability
- Facilitator
- Led by an Expert, who brings 15+ years of corporate experience across sales and marketing, from Investably.
Safe for the workplace
Useful education. No awkward sales pitch.
No individual product or scheme suggestions, portfolio reviews, stock tips, return promises or investment requests.
About Investably
Investably works with salaried professionals and families to bring structure to financial decisions.
Investably is an AMFI-registered Mutual Fund Distributor based in Mumbai. ARN 188582.
Led by Chirag Joshi, who brings 15 years of corporate experience across sales and marketing, from Investably.
For HR teams
Frequently asked questions
Is the workshop really free?
Yes. There is no workshop fee. Sessions are subject to location and facilitator availability.
Is this a mutual fund sales session?
No. Market basics and broad mutual fund categories are explained without individual schemes, product pitches or requests to invest.
Will employee data be collected?
No. Employees use their own approximate numbers on paper. Investably does not collect completed worksheets or employee financial data.
Who is it for, and do employees need prior knowledge?
It is for salaried employees. No prior financial knowledge is required.
What does each employee receive?
Each participant completes and keeps an A4-style My 4-Part Salary Plan worksheet, including three next actions they choose for themselves.
What does HR need to arrange?
A meeting room, a screen and basic audio at the organisation’s office. Employees do not need to bring anything.
Can the content and examples be adapted?
Yes. Examples and interaction can be adapted to the team’s broad age and employee profile while keeping the workshop structure consistent.
Is it available outside Mumbai?
Potentially, yes. Sessions outside Mumbai are subject to location and facilitator availability; share your city and preferred dates on WhatsApp.
Request the workshop
Bring Your Salary Has 4 Jobs to your team.
On WhatsApp, share your company, city, approximate group size and preferred month/date. We’ll reply with available dates and session requirements.
AMFI registered mutual fund distributor (ARN 188582)
Investably does not provide investment advisory services
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully.
