Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

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  • 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...
  • 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...

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

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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,

0 comment Read Full Article

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

0 comment Read Full Article

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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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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