Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Children's Education

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

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6 Strategies For When Markets Become Volatile

    6 Strategies For When Markets Become Volatile

If markets get rough, it pays to have an investing plan and to stick to it. Key takeaways Keep Perspective: Political, Indian Budget, Taxation on investment and global market uncertainty

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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

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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

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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

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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

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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

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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

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What is a Systematic Investment Plan or SIP? How does it work?

    What is a Systematic Investment Plan or SIP? How does it work?

What is SIP? How does it work? I used to interact with many people across different layers of society who

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