Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Wealth

 Hot Topics
  • How Wealth Is Created? Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for...
  • 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...
  • 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,...

How Wealth Is Created?

    How Wealth Is Created?

Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for

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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 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

0 comment Read Full Article

12 Credit Card Tips

  12 Credit Card Tips

Credit Card – it is very easy to use but very dangerous if you have misused it. A credit card

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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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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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Sukanya Samriddhi Yojana – Maturity Value after 21 Years

  Sukanya Samriddhi Yojana – Maturity Value after 21 Years

‘Sukanya Samriddhi Yojana’ (Girl Child Prosperity Scheme) Sukanya Samriddhi Yojana (SSY) is a small deposit scheme for the girl child

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