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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 financial planner talks with a young client across a desk with a laptop, books titled investments, behaviour and technology, and the headline 'When everyone knows the product, understanding people matters more'

Financial Planning

Next Gen Clients: Beyond Product Knowledge

By Isha Shah CFP

5th September 2026

What happens when your client knows the product before they meet...

An investor at a fork: one path leads to a cliff-edge 'Panic exit' under storm clouds labelled tariff threats, geopolitical conflict and market volatility; the other winds up a sunlit mountain past signs reading 'Stay invested' and 'Compounding rewards', under 'Discipline drives wealth' and 'The choice is yours'

Financial Planning

The Behavioural Trap

By Tejpal Singh Bagga CFP®

5th September 2026

Why investors exit at exactly the wrong time — in SIFs and in...

Silhouettes of a couple separated by a crack with a child between them, above a desk holding a 'Financial plan' notebook (protect, prepare, plan, preserve, prosper), asset and liability lists, a model house, a rupee bag, a gavel and a 'Financial independence' booklet

Financial Planning

Divorce-Proofing the Financial Plan

By Sunita Rao CFA

5th September 2026

When should a financial planner discuss the financial...

An advisor rests a hand on a client's shoulder as they look over a path showing life stages – early career, protection first, marriage, parents and family, children and future goals, growth beyond boundaries, and stability, legacy and peace of mind – beside a sign reading trust, guidance, planning, discipline and peace of mind

Financial Planning

The Advisor Who Stayed Through Every Chapter

By Manish Dutia CFP

5th September 2026

One client. Two decades. Many life transitions. A story of how...

An advisor and a family on a path at sunrise facing a signpost reading cash flow management, insurance, investments, tax efficiency, retirement, estate planning and goal prioritisation, with a compass and icons for financial security, freedom, confidence and peace of mind

Financial Planning

Financial Well-Being

By Narendra Kumar CFP

5th September 2026

Why the next decade belongs to advisors who solve life problems,...

Split image: on the left 'Portfolio – what you own' with a laptop showing an asset allocation chart; on the right 'Financial plan – what your money is meant to do' with a family at sunset and a notepad listing education, retirement, home, financial freedom and legacy, joined by a compass

Financial Planning

Your Portfolio Is Not Your Financial Plan

By Darshana Shah CFP

5th September 2026

Your investments may be growing. But is your financial life...

An adviser talks with a thoughtful client beside a screen showing a risk questionnaire with a 6/10 risk score, while icons for goals, family, values, behaviour, confidence and experiences surround the headline 'Beyond the risk score: understanding the person behind the portfolio'

Financial Planning

Beyond the Risk Questionnaire: What Does It Really Mean to Know Your Client?

By Sai Prateek Patnaik

5th September 2026

Why understanding an investor requires more than a risk score —...

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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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