Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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


    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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    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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    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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