Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Wealth

 Hot Topics
  • Hidden Charges In Your Saving Bank Account Savings accounts are designed to encourage more savings, unlike current accounts which allow unlimited transactions and do not offer any interest. An individual who has a steady income for example...
  • 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...
  • 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...

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

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

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

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

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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

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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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