Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

About Rupakumar

Mr. Rupakumar Pradhan, CFPCM
M.A (Eco.), PGDBM (Marketing), PGDCA, LLB, LICENTIATE (III)

He is a Certified Financial PlannerCM, Chartered Wealth Manager® and Personal Financial Advisor.

He also holds a Post Graduate Diploma in Business Management (PGDBM) from IMIS, Bhubaneswar (Institute of Management & Information Science).

Apart from the above, he also holds a Master’s Degree in Economics from Ravenshaw University.

“SmartFin Wealth Management Pvt. Ltd.” is founded and headed by Rupakumar Pradhan.

Mr. Pradhan has over 20 years of experience in financial services industry. He was previously working with leading Life Insurance Companies, Broking Firms, Distribution Company, Financial Planning Company and Health Insurance Company. He has cleared several NCFM modules & is also AMFI Certified. His expertise is in Comprehensive Financial Planning, Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management & Business Development.

Areas of Expertise:

Need Based Financial Planning, Wealth Management, Investments and Strategies, Portfolio Management, Risk Management, Insurance Planning- Life and Non-Life, Retirement Planning, Tax Planning, Estate Planning, Cash Flow Management. Various Life Stages Financial Planning: Home, Education, Marriage, Vacation etc.

Basically believe in the process of “Comprehensive Financial Planning” solution to clients based on their need, profile, income, risk tolerance capacity, age and goals & helping the client to create, preserve and protect wealth through various financial and risk management instruments.

He is also faculty in SmartFin Education (in association with Financial Planning Academy, Mumbai) to teach & coach the students pursuing the CFPCM program and other B-Schools.

He provides ongoing coaching, training and consulting to Investors, Management Institutions, Companies and Students.

Regular Columnist with The Dharitri Oriya Daily Newspaper– “Artha ra Artha” and other business journals. A regular contributor to various leading journals, newspapers & websites on issues related to Financial Planning, Wealth Management and Finance.

Rupakumar’s articles and views are regularly published in The Dharitri Odiya Daily and www.middayodisha.com.

He has done live talk show in ‘OTV’, ‘PrameyaNews7’ and ‘Naxarta News

Rupakumar loves to help people to achieve their financial goals. His objective is to help as many people as possible to become financially independent so that their quality of life improves greatly.

He firmly believes in continuing education as a way of life.

Focus -“Truly Honest Client Oriented Practice.”

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