Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

SIP

 Hot Topics
  • Market Correction Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which...
  • Beat Inflation Inflation! Is it making any impact on your savings and investments? Yes, inflation and taxes are two silent killer. They will make corrosive impact on your investments. Sometimes you may...
  • Wealth Creation v/s Wealth Erosion Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it...
  • Saving vs. Investing: Understanding the Key Differences Often, you have heard about words like ‘saving’ and ‘investment’. But did you know that savings and investment are two separate concepts? The words “Saving” and “Investing” are sometimes used...
  • 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...

Market Correction

    Market Correction

Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which

0 comment Read Full Article

Beat Inflation

    Beat Inflation

Inflation! Is it making any impact on your savings and investments? Yes, inflation and taxes are two silent killer. They will make corrosive impact on your investments. Sometimes you may

0 comment Read Full Article

Wealth Creation v/s Wealth Erosion

    Wealth Creation v/s Wealth Erosion

Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it

0 comment Read Full Article

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

0 comment Read Full Article

LTCG Tax for Your Mutual Funds

  LTCG Tax for Your Mutual Funds

What is LTCG? LTCG or Long-Term Capital Gains refer to the gains made on any class of asset held for

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Importance of Financial Planning in Your Life

  Importance of Financial Planning in Your Life

One of our clients said “I am just concentrating on the Comprehensive Financial Plan you have prepared and advised me.

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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:

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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

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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

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