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A leather-bound family constitution book with a family tree emblem beside a globe and a portrait of a patriarch, as family members watch a city sunset

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A holographic AI figure receives client confessions about debt, a bad investment and a hidden loan, while a human adviser sits thinking beside a checklist of accountability, judgement and commitment

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A buyer looks from a new car with an on-road price of ₹20 lakh to a motor insurance policy showing an IDV of ₹11.9 lakh with add-ons listed

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Two smartphones frame a city skyline: one shows a bank and market charts, the other shopping, travel and payment app icons, with compete and collaborate arrows between them

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5th October 2026

An adviser and a client sit across a table, each with a thought bubble: his full of charts and checklists, hers of family, home, education, health and travel

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A parent's silhouette shields a mother and child walking towards a sunrise city, with the title Life Insurance: A Promise That Outlives Us

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A globe with routes from India beside books labelled UCITS, private markets and GIFT City, against skylines for each

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A businessman looks from an Indian flag towards the New York skyline and Statue of Liberty, with signposts for the L-1, EB-1C and EB-5 visas

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A leather-bound family constitution book with a family tree emblem beside a globe and a portrait of a patriarch, as family members watch a city sunset

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A financial planner talks with a client under speech bubbles asking about goals, financial security, what is already working and what has changed since the last review

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A man steers a ship past islands marked global investments, IPO and primary markets, unlisted debt and derivatives, MF-PMS and simplified operations, with a compliance and innovation compass on deck

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

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

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₹2.5 Crore: Your Second Home in Greece

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Imagine owning a premium apartment on the...

A globe with routes from India beside books labelled UCITS, private markets and GIFT City, against skylines for each

Global Investing for Indian Portfolios: Allocating Across UCITS, Private Markets, and the Magic of GIFT City

By Sai Prateek Patnaik

Latest Updates

September 2026 - Volume 1

Education

Where India's Financial Planners are Made

September 2026 - Volume 2

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A leather-bound family constitution book with a family tree emblem beside a globe and a portrait of a patriarch, as family members watch a city sunset

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A founder stands between a factory stacked with production, expansion and working capital blocks and a path to his family past blocks for financial freedom, family security, investments, retirement and legacy

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A financial planner talks with a client under speech bubbles asking about goals, financial security, what is already working and what has changed since the last review

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

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

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

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An investor faces a winding road of buy and sell signs while a calm path leads to a long-term wealth signpost; papers note transaction costs, tax impact and missed opportunities

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A man steers a ship past islands marked global investments, IPO and primary markets, unlisted debt and derivatives, MF-PMS and simplified operations, with a compliance and innovation compass on deck

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SEBI's PMS overhaul widens the investment horizon, lowers the gate for the emerging affluent, and...

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

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

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

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An investor faces a winding road of buy and sell signs while a calm path leads to a long-term wealth signpost; papers note transaction costs, tax impact and missed opportunities

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A buyer looks from a new car with an on-road price of ₹20 lakh to a motor insurance policy showing an IDV of ₹11.9 lakh with add-ons listed

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A holographic AI figure receives client confessions about debt, a bad investment and a hidden loan, while a human adviser sits thinking beside a checklist of accountability, judgement and commitment

Financial Planning

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By Sai Prateek Patnaik

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For the finance professionals who've heard "AI won't replace you" so...

A buyer looks from a new car with an on-road price of ₹20 lakh to a motor insurance policy showing an IDV of ₹11.9 lakh with add-ons listed

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

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Two smartphones frame a city skyline: one shows a bank and market charts, the other shopping, travel and payment app icons, with compete and collaborate arrows between them

FinTech vs TechFin: Competitive and Complementary Dynamics

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An adviser and a client sit across a table, each with a thought bubble: his full of charts and checklists, hers of family, home, education, health and travel

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A parent's silhouette shields a mother and child walking towards a sunrise city, with the title Life Insurance: A Promise That Outlives Us

Life Insurance: A Promise That Outlives Us

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A holographic AI figure receives client confessions about debt, a bad investment and a hidden loan, while a human adviser sits thinking beside a checklist of accountability, judgement and commitment

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Two smartphones frame a city skyline: one shows a bank and market charts, the other shopping, travel and payment app icons, with compete and collaborate arrows between them

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