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August 2026 Edition

16 Articles

Popular Posts

5th October 2026

Why AI Is Coming for the One Thing We Told Ourselves It Never Could

5th October 2026

The ₹20 Lakh Car That May Be Insured for ₹11.9 Lakh

5th October 2026

FinTech vs TechFin: Competitive and Complementary Dynamics

A financial planner presents a chart to a three-generation business family seated around a boardroom table at night, with city lights outside the window

Sab CA Dekh Leta Hai

By Simi Agarwal

5th August 2026

Why business families need an office, not just an accountant—and...

A hand about to tap 'I Agree' on a phone screen reading 'Your consent, your information, your choice', linked by icons to bank, loan, EMI purchase, insurance and credit card, beside a checklist titled 'Know what you agree to'

The Power of One Click: What Your Consent Really Means

By Sai Prateek Patnaik

5th August 2026

Before you click "I Agree" on a loan, insurance or EMI purchase,...

Gold bars, an 'Electronic Gold Receipt' card and a phone showing EGR holdings of 100 g at 999.0 purity beside a 'SEBI Regulated' shield and BSE/NSE logos, headlined 'The Modern Gold Rush: How Electronic Gold Receipts are revolutionising gold ownership in India'

The Modern Gold Rush: How Electronic Gold Receipts (EGRs) Are Revolutionising Gold Ownership in India

By Aakash Sharma CWM

5th August 2026

What Electronic Gold Receipts are, how the three-step EGR...

Illustration headlined 'Title Insurance India: risk mitigation for real estate', with lenders on one side, a family of property owners on the other, residential towers behind, and a magnifying glass over a title deed reading legal due diligence, clear title, forgery check and historical ownership

Financial Planning

Title Insurance in India: An Emerging Risk Mitigation Tool for the Real Estate Ecosystem

By Venugopal Rajamanuri

5th August 2026

How title insurance protects property owners, developers and...

A distressed man holds a home loan statement stamped 'EMI due' beside a scale weighing the EMI against job loss, pay cut, expenses and uncertainty, with a model house and a bank notice reading 'payment overdue'

When the EMI Becomes Too Heavy to Carry

By Pankaj Kumar Arya, CFP®

5th August 2026

What home loan borrowers should know — before the bank sends the...

A suitcase, sun hat, passport and a travel insurance checklist covering medical emergencies, evacuation, trip cancellation, lost baggage and personal liability, beside the headline 'Planning your next foreign vacation? Read this before you buy (or skip) your travel insurance'

Financial Planning

Planning Your Next Foreign Vacation?

By Seepika Saxena CFP®

5th August 2026

Read this before you buy (or skip) your travel insurance: how...

A health insurance form stamped 'Claim Rejected' beside a calculator, stethoscope and a wooden family under an umbrella, with icons listing waiting periods, room rent sub-limits, co-pay clauses, restoration vs multiplier benefit, base policy plus super top-up, and cashless vs reimbursement

Financial Planning

The Claim That Shouldn’t Have Been Rejected

By Narendra Kumar CFP

5th August 2026

Why CFPs and MFDs know health insurance — and still don't sell...

Illustration headlined 'The Quiet Revolution in Indian Wealth: Why Every Serious Business Family Now Needs a Family Office', contrasting old ledgers labelled FDs, Mutual Funds, Real Estate, Insurance and Shares with a golden chess king on a 'Family Office' plaque and panels for holistic wealth management, governance and inter-generational legacy

The Quiet Revolution in Indian Wealth

By Sai Prateek Patnaik

5th August 2026

Why every serious business family now needs a family office—and...

Headline 'RSUs made you wealthy. Diversification will keep you wealthy.' above a glass dome holding stacked blocks labelled RSUs, Salary, Career and Investments on a plaque reading 'Concentration risk: too much depends on one company'

Financial Planning

RSUs Made You Wealthy. Diversification Will Keep You Wealthy

By Robins Joseph CFP

5th August 2026

Wealth creation is an achievement. Wealth preservation is a...

Illustration headlined 'India's AIF Story: Why Alternative Investments Are Entering Their Golden Decade', with blocks labelled Private Equity, Venture Capital, Private Credit and Real Estate & Infrastructure beside chess pieces and a city skyline at sunrise

Alternative Investments

India’s AIF Story

By Sai Prateek Patnaik

5th August 2026

Why alternative investments are entering their golden decade—and...

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Retirement Planning

The Retirement Number Is a Lie

5th October 2026

Four sailboats labelled mutual funds, SIFs, PMS and AIFs are tethered to the same underwater rock of twenty stocks, while an investor looks on

One Ocean, Many Boats: The Silent Risk of Portfolio Overlap Between Mutual Funds, SIFs, PMS and AIFs

5th October 2026

A magnifying glass over wooden blocks labelled banking, healthcare, manufacturing, consumption, technology, infrastructure and energy

Beyond the Buzz: How to Spot Sectors Worth Investing In

5th October 2026

A glowing globe with trade routes in front of world landmarks including the Statue of Liberty, Big Ben, Burj Khalifa and Shanghai skyline

Beyond Borders: Why Global Allocation Belongs in the Wealth-Planning Conversation

5th October 2026

Top Authors

Sai Prateek PatnaikCo-Founder - SunYta

Sunita Rao CFA

Darshana Shah CFP

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