Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

Practical Views on Money, Finance & Life .....

 Hot Topics
  • Market Correction Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which...
  • Beat Inflation Inflation! Is it making any impact on your savings and investments? Yes, inflation and taxes are two silent killer. They will make corrosive impact on your investments. Sometimes you may...
  • How Wealth Is Created? Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for...
  • Wealth Creation v/s Wealth Erosion Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it...
  • Saving vs. Investing: Understanding the Key Differences Often, you have heard about words like ‘saving’ and ‘investment’. But did you know that savings and investment are two separate concepts? The words “Saving” and “Investing” are sometimes used...
    Market Correction

Market Correction

Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which we have prepared for them. It’s a 60-70 pages written report with 4-5 hours discussion on the recommendations with alternatives.

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    Repo Rate Cut Means For Your Home Loan EMI

Repo Rate Cut Means For Your Home Loan EMI

Clients are asking about RBI’s recent repo rate cut and it’s impact on their home loan EMIs. In future, home loan EMI will increase or decrease? Is it good or bad for home loan EMI? It’s a fact that all the financial headlines are linked to the recent monetary policy

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    Beat Inflation

Beat Inflation

Inflation! Is it making any impact on your savings and investments? Yes, inflation and taxes are two silent killer. They will make corrosive impact on your investments. Sometimes you may not able to know about it’s impact. What is inflation? Inflation is the increase in the prices of goods and

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    How Wealth Is Created?

How Wealth Is Created?

Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for your believe in “Comprehensive Financial Plan” and CFP professional work and practice. Most important is your TRUST on me as

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    Wealth Creation v/s Wealth Erosion

Wealth Creation v/s Wealth Erosion

Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it is likely to fit into one or more of these categories. Equity shares, IPOs, equity funds, PMS are all equity.

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    Nuggets For You

Nuggets For You

Some of my recent tweets in the month of April 2018 “I think this is also a great time to invest in private equity, helping companies grow from the ground top.” ~Jim Rogers “By developing your discipline and courage, you can refuse to let other people’s mood swings govern your

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    LTCG Tax for Your Mutual Funds

LTCG Tax for Your Mutual Funds

What is LTCG? LTCG or Long-Term Capital Gains refer to the gains made on any class of asset held for a particular period of time. In case of equity shares, it refers to the gains made on stocks held for more than one year. In other words, if the shares

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    12 Credit Card Tips

12 Credit Card Tips

Credit Card – it is very easy to use but very dangerous if you have misused it. A credit card can be a valuable tool if you know how to use it properly. Likewise, using credit cards irresponsibly can lead to a world of hurt. The way you use credit

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    Importance of Financial Planning in Your Life

Importance of Financial Planning in Your Life

One of our clients said “I am just concentrating on the Comprehensive Financial Plan you have prepared and advised me. I am relaxed. I have no anxieties and am having a peaceful sleep. I am confident that we will be able to maintain our current standard of living after retirement

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