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SS Jena & AssociatesFinancial Planning ยท SS Jena Digital

๐ŸŽ“ Academy

Free, simple courses for families and businesses: understand money, insurance, claims and investing, or learn how to grow your business online. Short lessons, a quick quiz, and our team is always here to help.

Start with your stage of life:

๐Ÿงฎ

Money Basics: Budget and Emergency Fund

Know where your money goes, build a simple budget and keep an emergency fund so a sudden expense never becomes a crisis.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐Ÿ›ก๏ธ

Life Insurance and Term Plans

Why life insurance matters, how much cover a family needs, how term plans work, and why the nominee matters.

๐Ÿ’ฐ Family ยท 4 short lessons + quiz
๐Ÿฅ

Health Insurance Basics

Sum insured, waiting periods, room rent, co-pay, family floater and super top-up explained in simple words.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
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How Insurance Claims Work

Step-by-step: cashless and reimbursement health claims, life claims for nominees, and how to avoid common problems.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐Ÿ“ˆ

Mutual Funds and SIP

What a mutual fund is, NAV, SIP and compounding, risk and time horizon, explained without jargon.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐Ÿงพ

Tax Saving Basics

Old and new tax regimes in simple terms, common deductions like 80C and 80D, and why planning early in the year helps.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐ŸŽฏ

Planning for Big Goals: Child Education and Retirement

Turn dreams into numbers: today's cost, inflation, time and a monthly plan, for your child's education and your retirement.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐Ÿšจ

Stay Safe from Money Scams

Fake bonus calls, OTP fraud, fake KYC links, loan apps and schemes promising to double money: how to spot them and what to do.

๐Ÿ’ฐ Family ยท 3 short lessons + quiz
๐Ÿ“

Get Your Business Found on Google

Why customers search online first, how a Google Business Profile works, and how genuine reviews build trust.

๐Ÿ’ป Business ยท 3 short lessons + quiz
๐ŸŒ

Website Basics for Small Businesses

What a website does for a small business, domain and hosting, mobile-friendly design, speed and what to put on it.

๐Ÿ’ป Business ยท 3 short lessons + quiz
๐Ÿ“ฑ

Social Media and WhatsApp Business

Choosing the right platforms, a simple content calendar, and WhatsApp Business features that save time.

๐Ÿ’ป Business ยท 3 short lessons + quiz
๐Ÿ”

Online Safety for Your Business

Strong passwords and two-step verification, UPI and QR code fraud, backups, and what to do if something goes wrong.

๐Ÿ’ป Business ยท 3 short lessons + quiz

๐Ÿ™‹ Talk to an expert

Have a question about your family's protection, savings or a claim? Talk to our team, free of charge.

๐Ÿ“ž Call ๐Ÿ’ฌ WhatsApp ๐Ÿ“… Book a meeting

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