Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Tag "Financial Plan"

New Year Financial Resolution

    New Year Financial Resolution

New Year Financial Resolution However, our good intentions notwithstanding, almost half of us were concerned that the continuing uncertainty around the economy, GDP growth rate, fiscal deficit, inflation rate, demonetization,

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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 Pages Written Financial Plan) on 16th May 2012. Already 5

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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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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 investments so you can see how well prepared you are

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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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