Where India's
Financial Planners
Are Made.
SunYta is an education, media, and technology platform built for India's next generation of financial planning professionals.
per cohort
for financial professionals
The Comprehensive Financial
Planning Program
We teach you to build a comprehensive financial plan from the very beginning — starting with core concepts and progressing step-by-step to a full, client-ready plan. Live instruction from Sunita Rao, CFA. As you learn, you'll apply every concept to 3 real case studies, submitted for your certificate.
16+ years training financial professionals — including senior bankers, CFOs and investment bankers across India. Teaches every cohort live, from first principles to client-ready plans.
After your sessions I genuinely feel much more confident. The fear of how I'll get clients has reduced a lot — I feel more clear and calm about everything. The way you've structured everything makes it so easy to understand and follow.
Thank you for your unwavering support and guidance throughout completing the calculations and case study presentation. I'm certain I wouldn't have been able to accomplish this without your assistance.
You being soft-spoken, I could really relate to you — and the content was quite powerful. With your support, I was able to submit my case study with confidence. Thank you so much!
The sessions simplified understanding of detailed calculations and financial plans. One-on-one meetings kept me focused and boosted my confidence in creating financial plans for clients.
Her unique teaching style helped me clear my case study on the first attempt. She's task-oriented, motivates students, and provides immediate clarification of doubts.
She has a remarkable ability to transform struggles into success through engaging teaching methods and relatable stories. I now comprehend and enjoy the subject.
The 1:1 approach meant every session moved at my own pace. I built my own financial planning Excel framework, and now I walk clients through their numbers in real time — it's completely changed how I present plans.
Thank you for your support in helping me clear the financial plan assessment. Your constant support and push not only allowed me to clear it, but also helps in my business today — I apply these concepts with my clients daily, with complete clarity.
India's financial planners
A monthly publication covering planning frameworks, alternative investments, wealth strategies, and the ideas shaping India's financial planning profession. Written by practitioners, for practitioners.
Read the Magazine →
SunYta
Intelligence Hub
We've built an AI-powered learning environment for our students — using NotebookLM to let financial planning concepts come alive the way practitioners actually think. A new way to learn the craft.
book
Prep
Hub
We'd love to hear from you.
Whether you're a student looking to enrol, or a finance professional looking to contribute — you're in the right place. Fill in the form and our team will get back to you within 24 hours.
Wealth Coach
"We're building a new era of Wealth Coaches — skilled professionals who inspire others to understand money, plan better, and grow financially confident."
If you have expertise in financial planning, investment advisory, tax, or wealth management — SunYta gives you a platform to turn that knowledge into a program, without building a business from scratch.
to educator