Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Basics

    Client’s “Comprehensive Financial Plan” Experience

Client’s “Comprehensive Financial Plan” Experience

Mr. Sachet Parida, Mumbai shared his “Comprehensive Financial Plan”  journey with us. He has done his ‘Comprehensive Financial Plan’ (60-70 Pages Written Financial Plan) on 16th May 2012. Already 5 years passed………..miles to go……………… Our disciplined and repeatable process enables us to provide our clients with a high quality comprehensive financial

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    Which Interest Income is Taxable?

Which Interest Income is Taxable?

Interest earned above a certain limit attracts tax deduction on interest income, but many individuals are not sure how tax is treated or how their interest income is getting charged under tax. Fixed deposits, savings account, post office schemes, corporate bonds, corporate fixed deposits, recurring deposits earn income interest, which

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    Sukanya Samriddhi Yojana – Maturity Value after 21 Years

Sukanya Samriddhi Yojana – Maturity Value after 21 Years

‘Sukanya Samriddhi Yojana’ (Girl Child Prosperity Scheme) Sukanya Samriddhi Yojana (SSY) is a small deposit scheme for the girl child launched as a part of the ‘Beti Bachao Beti Padhao’ campaign and Launched on 22nd January 2015. It is currently (2017-18) fetching an interest rate of 8.1 per cent and

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    38 Years SENSEX Return- 16% Per Year

38 Years SENSEX Return- 16% Per Year

Indian equity market delivered good return in last 38 years. As on 12th October 2017, Sensex closed at 32,182 points. BSE completed 38 years since 1979-80 (base year). But what is the return per year? Does the SENSEX really give good return per year, in the long-term? Why 1979-80? That

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    How Do You Choose The Right Mutual Funds?

How Do You Choose The Right Mutual Funds?

There are total 42 mutual fund companies (Asset Management Companies -AMC) in India as per AMFI (Association of Mutual Funds in India) website at the end of September 2017. To know about schemes, there are more than 2000 primary mutual fund schemes in India. There are lots of choices for

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    Warren Buffett – Money Mantras (5)

Warren Buffett – Money Mantras (5)

7 Pieces of Investment Advice From Warren Buffett Imagine if you could sit and have a cup of coffee with one of the world’s richest men. What if that rich man built his wealth the same way you are building yours – through investing? What if that man were Warren

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    What a Financial Planner should do for me?

What a Financial Planner should do for me?

  A financial planner is a professional who helps you organize your finances, projects the results of your savings and investments so you can see how well prepared you are for retirement, children higher education, buying your dream home, foreign vacation, buying car and helps you make decisions with your

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    How Do You Choose The Right Financial Planner For You?

How Do You Choose The Right Financial Planner For You?

  Financial Planners advise clients on how best to save, invest, and grow their money. They can help you tackle a specific financial goal—such as readying yourself to buy a house, making a strategy for retirement year or give you a macro view of your money and the interplay of

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    Better Late Than Never

Better Late Than Never

  “It is good this happened now although it should have happened sooner.” I used to interact with many people across different sections of society who comes to us for personal financial advice. It’s a question that remains dominant in the interaction. Reached 40, but not planned for retirement. What

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    Pradhan Mantri Vaya Vandana Yojana – Should You Buy?

Pradhan Mantri Vaya Vandana Yojana – Should You Buy?

    The Pradhan Mantri Vaya Vandana Yojana (PMVVY) was formally launched on 21 July by Arun Jaitley, the Union Minister for Finance, Defence and Corporate Affairs. However, the scheme has been available for purchase since 4 May 2017. Pradhan Mantri Vaya Vandana Yojana, a pension scheme launched by Life

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