Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Insurance Planning

    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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    New Year Financial Resolution

New Year Financial Resolution

New Year Financial Resolution However, our good intentions notwithstanding, almost half of us were concerned that the continuing uncertainty around the economy, GDP growth rate, fiscal deficit, inflation rate, demonetization, GST impact and the ongoing threat of lower interest rates could deter our good resolutions. In addition, as we all

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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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    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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    5 Reasons Why A Financial Plan Is Important

5 Reasons Why A Financial Plan Is Important

  Buying a home. Saving for child’s higher education like MBA, MBBS, Engineering etc.. Designing debt management strategy. Insurance planning. Retirement planning. We all have financial goals, but often have no idea how to make them happen. Unlike more mature markets such as the United States of America (USA), United

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    Do You Need a Financial Planner?

Do You Need a Financial Planner?

  Just Imagine, you know the product you wish to buy and you know where to buy it from. All you need to do is to write a cheque, fill in the relevant document and submit it to respective point or insurance company or registrar. There are host of websites

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    Make The Power of Compounding Work for You

Make The Power of Compounding Work for You

  Planned Investments always yields more than unplanned and haphazard investment. This is because you will be monitoring it better. A more important factor is that it will help you take advantage of the power of compounding. Of course, it needs no retelling that the sooner you start to invest,

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