Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Tag "CFP"

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. I am relaxed. I have no anxieties and am having

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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: Political, Indian Budget, Taxation on investment and global market uncertainty

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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 in India) website at the end of September 2017. To

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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 one of the world’s richest men. What if that rich

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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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5 Reasons Why A Financial Plan Is Important

  5 Reasons Why A Financial Plan Is Important

  Buying a home. Saving for child’s higher education like MBA, MBBS, Engineering etc.. Designing debt management strategy. Insurance planning.

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Is a Written Financial Plan Necessary?

  Is a Written Financial Plan Necessary?

  Managing finances is an important aspect of the life of every working individual and to ensure that one is

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