Today's financial planner is expected to understand far more than investments. Two complete volumes covering wealth creation, banking, taxation, retirement, estate planning, business finance, alternate assets, cyber security and global investing.
Financial planning has evolved into one of the most multidisciplinary professions in the world. Rather than compress everything into a single issue, we split this edition into two complete magazines — each dedicated to a different dimension of modern financial planning.
Building and growing capital — equity, credit, alternate assets and the frameworks serious investors rely on.
Preserving what's been built — retirement, estate planning, insurance and the human side of financial security.
A sample of the 21 features across both volumes.
When should you meet a financial planner?
Why great portfolios are built around purpose, not products.
The financial planning blueprint for business owners.
A bank credit analysis and credit risk management perspective.
A financial planner's role in transforming a life.
The absence of a financial plan is India's real challenge.
Who should invest, what to watch for, and how each category changes your portfolio.
Analyzing India's current yellow metal scenario.
Building the alternate asset shelf your clients cannot build themselves.
Are young Indians chasing returns or diversification?
A strategic international diversification opportunity for Indian investors.
Helping clients prepare for their next chapter.
Accurate reporting matters more than the tax amount.
A returning NRI's guide to smarter tax planning.
A financial planner's framework for building after-tax wealth.
The missing chapter in most financial plans — Part 1.
What every home loan borrower should know about GCLI.
The most important wealth document most HNIs don't have.
The silent threat behind cyber fraud.
Protecting yourself from online banking scams.
Building a personal continuity plan.
Financial planning is no longer defined by investment products alone. A great financial planner understands taxation, banking, retirement, estate planning, business finance, risk management, behavioural finance and global investing. SunYta Magazine exists to bring these disciplines together through practical, experience-driven insight written for professionals who want to stay ahead.
SunYta is a financial planning ecosystem for CFP-certified and finance professionals across India. sunyta.com
Every issue of SunYta Magazine, in one place. New editions are added here as they're published.