Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Stock Market

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  • 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...
  • 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...
  • 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 a particular period of time. In case of equity shares,...
  • 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...

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

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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

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 a particular period of time. In case of equity shares,

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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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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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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.

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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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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

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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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