Rupakumar Pradhan, CFPCM, CWM®

Personal Financial Advisor

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

Tag "Mutual Funds"

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

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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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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

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What is a Systematic Investment Plan or SIP? How does it work?

  What is a Systematic Investment Plan or SIP? How does it work?

What is SIP? How does it work? I used to interact with many people across different layers of society who

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Why ELSS Scores Over Other Tax-Saving Products?

  Why ELSS Scores Over Other Tax-Saving Products?

  Planning your taxes is an integral part of your financial planning. It may be short-term, medium-term or long-term. Sec

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