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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

Cover-style illustration titled 'The SIF Playbook: who should invest, what to watch for and how each category changes your portfolio', with a compass above blocks labelled with the SIF strategies such as Equity Long-Short, Equity Ex-Top 100, Sector Rotation, Debt, Sectoral Debt, Active Asset Allocator and Hybrid Long-Short

Specialised Investment Fund

The ₹10 Lakh Question

By Tejpal Singh Bagga CFP®

5th August 2026

SIFs and the art of choosing a strategy: why SEBI fixed the...

A balance with stacked coins labelled Fixed Deposits (certainty, predictable interest, capital protection) on one side and Smarter Retirement (beats inflation, better long-term growth, tax-efficient income, financial freedom) on the other, under the headline 'Fixed Deposits After Retirement: Are They Really Risk-Free?'

Retirement Planning

Every Indian Parent Loves Fixed Deposits

By Chintan Kamdar QPFP CFP

5th August 2026

But there's a smarter tax-efficient income strategy. Why...

A retiree stands at a fork in the road under a 'Retirement – The journey is unpredictable' signpost, with a stormy falling market on the left and a sunny rising market on the right, headlined 'Sequence of Returns Risk: When timing matters more than average returns'

Retirement Planning

Sequence of Returns Risk: The Retirement Risk Most Investors Never See Coming

By Sai Prateek Patnaik

5th August 2026

Two retirees, the same portfolio, the same average return—and a...

A balance scale tipping from a 'Good Investment' pan of coins and a growing tree toward a 'Bad Result' pan of falling red bars, beside signposts reading Wrong Goal, Wrong Allocation, Wrong Expectations, Wrong Behaviour and No Review

Financial Planning

Why Good Investments Produce Bad Results

By Harendra Zatakia CFP

5th August 2026

The investment wasn't wrong. The decision often was. Why...

A smiling Indian couple sits at a dining table with a financial advisor who shows them a growth chart on a tablet, with a family plan folder and a goals notebook listing sons' education, retirement and term insurance

Financial Planning

From Caution to Confidence

By Manish Dutia CFP

5th August 2026

How one family transformed their future through timely financial...

Illustration of a ₹4,68,00,000 insurance claim settlement card beside a financial plan notebook, coins, a calculator and a family shield, with the headline 'A ₹4.68 Crore Insurance Claim Changed Everything'

Financial Planning

A ₹4.68 Crore Insurance Claim Changed Everything

By Darshana Shah CFP

5th August 2026

Financial Planning Changed What Happened Next. Financial...

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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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