In today’s fast-changing financial world, knowledge is the greatest wealth. Yet, most aspiring professionals find financial education complex, overwhelming, or limited to English-only content. At SunYta, we set out to change that.
At SunYta, our vision has always been simple: make financial planning education accessible, engaging, and practical — not just for students in India, but for learners across the globe. Today, powered by the Knorish platform, SunYta has built a thriving ecosystem where students learn Financial Planning, CFP, Mutual Funds, Portfolio Management, Alternative Investments, Research Analysis, and Taxation — all with ease, clarity, and confidence.
About Sunita Rao – Founder of SunYta
Finance is often seen as numbers, charts, and jargon. But for Sunita Rao, it’s about empowering lives through financial education.
With 15+ years of experience, Sunita has:
- Trained 5000+ finance professionals including senior bankers, CFOs, wealth managers, and investment bankers.
- Guided 10,000+ investors to make confident, informed financial decisions.
- Built SunYta.com, a trusted financial education platform for CFP® Fast Track, Financial Planning, Wealth Coaching, and more.
Ms Rao combines academic rigor with real-world expertise. Her mission is clear: make financial planning education accessible, practical, and future-ready. What sets Sunita apart is her vision for the next generation of financial leaders. Beyond certifications, her programs prepare students and wealth advisory businesses to lead with clarity, confidence, and integrity.
“Finance is not just about passing exams. It’s about building financial leaders who can advise, plan, and create impact.” – Sunita Rao
At SunYta, Sunita continues to transform financial education—making it simple, accessible, and powerful for learners across India and the globe.
The Student Journey at SunYta
1. First Steps: Discovering SunYta
Students often find us through our webinars, ebooks, or direct program funnels — all built seamlessly on the Knorish, which we found to be the best course selling platform. Some join out of curiosity, some through referrals, and others through our community-driven campaigns. No matter how they arrive, the first experience is designed to be frictionless and welcoming.
2. Easy Enrollment, Global Access
With Knorish’s direct integration to domestic and international payment gateways, enrolling in a SunYta program takes just a few clicks. Automated invoicing and transparent fee structures mean no hidden surprises.
3. Learning Made Simple
At SunYta, most of our advanced programs like CFP, Research Analyst, Mutual Funds, and Portfolio Management are taught in English, led by our highly qualified coaches — a team of CFA charterholders, CFP professionals, and Chartered Accountants, supported by an energetic backend team. With deep expertise in taxation and wealth management, they ensure every concept is taught with clarity and real-world application.
But we also know financial education shouldn’t be limited by language. That’s why our in-house flagship 21-Day Financial Planning Program is available in English, Hindi, and Gujarati — making financial planning truly accessible to young professionals, couples, and first-time learners. And we’re just getting started: many more regional languages are on the way, as part of our mission to bring financial literacy closer to every household in India and beyond.
4. Staying Connected, Always
With Knorish’s built-in communication tools, learning is not just about classes — it’s about consistent engagement.
- Our platform integrates directly with email and WhatsApp automation, making sure we are able to send automated upsells, offers, reminders, and updates.
- Students never miss a session, assignment, or opportunity.
- Whether it’s a scheduled email or a personal WhatsApp reminder, staying on track becomes effortless.
5. Belonging to a Community: SunYta Financial District
Every SunYta student becomes part of SunYta: Financial District, our exclusive online community hosted on Knorish.
- It’s where learners discuss financial planning, portfolio strategies, taxation, and exam prep.
- It’s also where they network, share opportunities, and grow together.
6. Programs for the Next Generation
In short, it’s not just a classroom — it’s a financial neighborhood.
Beyond certifications, SunYta also runs a flagship program for Young CEOs of Wealth Advisory businesses. This program equips them with the financial knowledge needed to confidently take on leadership, manage portfolios, and grow their family legacy in wealth management.
7. Ongoing Masterclasses & Webinars
Our ecosystem doesn’t stop at core courses. Using Knorish, we host masterclasses and webinars (both free and paid) on emerging topics, new regulations, and advanced strategies. This ensures students remain updated long after their certification.
Why Students Love the SunYta Experience
- Ease of Learning: Modular structure and simplified delivery powered by Knorish.
- Expert Faculty: CFA, CFP, CA mentors with deep industry experience.
- Tax Proficiency: Strong focus on taxation as part of holistic financial planning.
- Career-Oriented: From exams to real-world financial planning and portfolio management.
- Always Connected: Knorish-enabled email and WhatsApp integrations keep learners engaged.
- Community-Driven: Financial District community hosted on Knorish provides lifelong peer support.
- Global Ready: Payment integrations for students worldwide.
- Multilingual Edge: 21-Day Financial Planning Program in English, Hindi, Gujarati — with more languages coming soon.
- Next-Gen Focus: Programs for wealth advisory leaders of tomorrow.
The Bigger Picture
At SunYta, we are not just teaching financial planning — we are building financial leaders. And with Knorish as our technology partner, we’ve been able to deliver a seamless, global, and future-ready learning experience.
From first-time learners to future CEOs, every student’s journey at SunYta is powered by ease, expertise, and a supportive ecosystem.
The result? Confident professionals who don’t just pass exams, but who step into the world ready to advise, plan, and lead with integrity.
That is the SunYta journey.
