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September 2026 Edition

17 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 man in a suit stands at a fork in the road with signposts pointing to a multi family office and a single family office

Single vs Multi: Choosing Your Family Office

By Sai Prateek Patnaik

5th September 2026

The first structural decision on the road to a family office in...

ESG risks: measuring impact, managing risk and building resilience, with environmental, social and governance segments and the steps measure, analyze, manage and disclose

Financial Planning

ESG Risks: Impact Measurement and General Mitigation Methods

By Venugopal Rajamanuri

5th September 2026

How ESG risks are measured, managed and disclosed, and how they...

Illustration of an AAA-rated REC tokenised corporate bond card beside a wholesale digital rupee (e₹-W) coin, with icons for faster settlement, lower risk, operational efficiency and deeper liquidity

India’s First Tokenised Corporate Bond: What the REC Pilot Really Means for Investors

By Sai Prateek Patnaik

5th September 2026

What the REC tokenised bond pilot is, what it is not, and why...

Lend your shares, earn additional income: a frame showing ₹10 lakh invested 20 years ago now worth ₹2 crore, a jar of share certificates and a lending fee income bag

Financial Planning

The Shares You Bought 20 Years Ago Can Now Earn You Rent Too

By Chintan Kamdar QPFP CFP

5th September 2026

How securities lending and borrowing can help long-term...

Robins Joseph points to a screen map titled Global equity leadership is not evenly distributed, showing 10-year index returns by market and MSCI World at 9.4%

Global Investments

Beyond India: A Simple Approach to Global Investing

By Robins Joseph CFP

5th September 2026

India at the core. The world in your portfolio.

Infographic: fleet vehicles, industrial equipment, solar panels and medical equipment feed tokenized ownership and lease income to investors, contrasted with an unsecured promise to repay

Alternative Investments

Own the Asset, Not the Promise: The Retirement Risk Most Investors Never See Coming

By Sai Prateek Patnaik

5th September 2026

Asset leasing, the difference between owning something and being...

A sailing ship with growth, stability and contrarian sails and a diversification hull rides a storm while small boats capsize; caption: All-weather > all-winning

Financial Planning

The All-Weather Portfolio: Why the Fund You Want to Sell Is Doing Its Job

By Simi Agarwal

5th September 2026

A portfolio is not built to win every season; it is built so...

Manage risk, secure tomorrow: an umbrella over a risk management shield, surrounded by market, credit, operational, liquidity and country risk icons

Financial Planning

Demystifying Risk: The Art of Risk Management across Assets

By Sai Prateek Patnaik

5th September 2026

Market, credit, operational, country and legal risk explained,...

Infographic: a portfolio pie split into equities, fixed income, gold, real estate, international investments and alternatives, with overlap, concentration, correlation and portfolio structure labels

Financial Planning

How to Know If Your Investments Are Actually Diversified

By Harendra Zatakia CFP

5th September 2026

Understanding overlap, concentration, correlation, and portfolio...

A family looks at a classical building labelled 'Wealth Architecture' with four pillars – core and alternative continuum, structural asset location, multi-layer risk governance and intergenerational continuity – beside icons for SIFs/PMS, AIFs, IFSC/GIFT City and risk management

Financial Planning

Advanced Wealth Architecture & Advisory Evolution

By Manish Singh CFP

5th September 2026

Moving beyond product distribution to holistic 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

Manish Singh CFP

Prashant Ajmera

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