FAQs

What is this learning series about?

Retirement Finances for Active Seniors is a practical learning series created to help you understand and manage your money in your 50s and beyond. From pensions and fixed deposits to mutual funds, senior citizen schemes, and health-related costs, everything is explained using simple language and real-life examples. You don’t need to know finance. You just need to begin.

I don't have a finance background. Will I still understand this?

Yes, absolutely. This learning series is created especially for people who may not have a background in finance. Our expert coach, Mr Suraj Kaeley, explains everything using real-life examples and clear, jargon-free language. Many of our learners are first-timers, and you’ll feel right at home.

What will I learn from Suraj Kaeley?

Suraj brings over 30 years of experience in financial services and shares his wisdom in a way that’s easy and calming. He’ll help you:

• Plan monthly income after retirement
• Choose wisely between FDs, mutual funds, annuities, and more
• Avoid common money mistakes
• Understand tax-saving schemes for Active Seniors
• Make confident financial decisions without feeling overwhelmed

What do I get when I sign up?

You will receive:

• Step-by-step video lessons (that you can finish at your pace)
• Easy, downloadable worksheets and retirement planning tools
• Downloadable summaries and guides
• A supportive private community of senior learners
• Certificate of Completion to mark your achievement

How do I access the learning series? Do I need a computer?

You can watch the learning series on your phone, tablet, or laptop - whatever you’re most comfortable with.
Once you register, you’ll get all the details on WhatsApp and email to help you get started. And if you ever feel unsure, our support team is always there to guide you, step by step.

I’m not very comfortable with technology. Will I still be able to manage?

Yes, you absolutely can. We understand that learning online might feel unfamiliar at first, but we’ve designed the experience to be senior-friendly, simple, and easy to follow. And if anything feels difficult, we’re here to help you with patience and clear step-by-step support.

Is this only for retired people? What if I’m still working or planning ahead?

This learning series is helpful whether you're already retired, still working, or just planning for the future. The goal is to make you feel more prepared and in control, no matter where you are in your journey.

What are the different learning series options?

We offer two options for you to choose from: 

• Standard Plan (₹999): A self-paced series with all the lessons, tools, and community access - perfect if you prefer learning on your own time.
• Live Plan (₹3999): Includes everything in the Standard Plan plus a live session with Suraj, and more real-time interaction.

Can I upgrade from the Standard Plan to the Live Plan later?

Yes, absolutely. If you start with the Standard Plan and later feel ready for the Live Plan, you can upgrade by paying an additional fee, as long as seats are available. Just let us know, and we’ll guide you through the process.

How long can I access the learning series?

You’ll have full access for one whole year from the date of registration, so there’s no rush. You can revisit the lessons, review tools, or catch up whenever it suits you.

Is there a refund policy if I change my mind?

Since this is a digital learning series, we do not offer refunds once access is given. However, if you have any trouble using or accessing the series, please get in touch and we’ll do our best to support you. Contact: [Insert WhatsApp number / email]

Will someone be there to help me if I have questions or feel stuck?

Yes, always. You’re not alone. Our support team is available on phone or WhatsApp to guide you through any questions or difficulties, step by step.