Financial Session

Book a certifiedexpert. Talk it through.

A smiling expert on a laptop with available session dates

Money questions deserve a real conversation. Employees book a 1:1 session with a certified expert in a few clicks, pick a time that works, and talk it through, privately.

why use koshpal

Three taps from
a worry to a plan

  • Simplicity

    First

    We turn complex financial processes into effortless experiences. Because managing your money shouldn’t feel like a chore.

  • Trust

    Through transparency

    We put your privacy and security above everything else. Data is encrypted in transit and at rest, and we are clear about how it is used.

  • Innovation

    With purpose

    We don’t innovate for the sake of it, we innovate to make your life easier. Every feature is built to help you make smarter financial decisions.

Two colleagues walking through the office, talking
What People Bring

Any money question, every stage of life

A first salary and the first tax return. Clearing a card or a loan. Planning for a home, a wedding, a child, retirement. There’s no question too small and no judgement, just trusted guidance when it matters.

  • 1:1 sessions with certified CFPs and CAs, as often as the plan needs
  • Salaried coaches with no commissions
  • Fully private, never shared with the employer
Get started

One place to see it all,and stay in control.

questions leaders ask

Questions about insights

  • Everything an employee needs in one place: 1:1 financial sessions, spending insights, budgets and goals, and dues and reminders, plus learning and their progress over time.

  • Nothing, if your employer sponsors it. Koshpal is offered as an employee benefit.

  • No. Your financial information belongs to you. Your employer sees only aggregated, anonymised insights about the group.

  • Employees of organisations that partner with Koshpal. Your organisation invites you, then you sign in and either open the app or book a first session with an expert.