Rupakumar Pradhan, Author at Rupakumar Pradhan, CFPCM, CWM®

August 1, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Money Mantras, Wealth
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A Guide To Choose A Financial Planner At Any Age

A Guide To Choose A Financial Planner At Any Age Financial planners are professionals who assist their clients in making decisions about how to spend, save, invest, and grow their money to achieve their financial goals and attain financial freedom. They can guide specific financial objectives, such as purchasing a home, creating a retirement plan, […]

July 29, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Money Mantras, Mutual Funds, Retirement, Stock Market, Warren Buffett, Wealth
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44 Years SENSEX Return- 15.60% Per Year

44 Years SENSEX Return- 15.60% Per Year Indian equity market delivered good returns in the last 44 years. As of 31st March 2023, Sensex closed at 58,991.52 points. BSE completed 44 years since 1979-80 (base year). But what is the return per Year? Does the SENSEX give a good return per Year in the long term? […]

July 24, 2021
By Rupakumar Pradhan
Financial Planning, Life & Spirituality, Money Mantras
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Do You Need a Financial Planner?

Just Imagine, you know the product you wish to buy, and you know where to buy it from. You write a cheque, fill in the relevant document, and submit it to the respective point or insurance company or registrar. Or you can do it thru a host of websites that facilitate online investments. Then do […]

July 18, 2021
By Rupakumar Pradhan
Money Mantras, Mutual Funds, Stock Market, Warren Buffett, Wealth
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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 man built his wealth the same way you are building yours – through investing? What if that man were Warren Buffett? What would you ask? Would you try to learn something that would completely change […]

Why I Wrote This Book

My book “JOYFUL RETIREMENT- The 7 Step Strategy for Healthy, Wealthy and Early Retirement” was published on 25th April 2021. Yes, my friends and clients keep asking me if I have always wanted to write a book in my life and why I decided to do it now. The idea was started a few years ago as […]

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 interchangeably, but when it comes right down to it, we should be engaged in both, separately, to secure our better financial future. If you’re not […]

April 18, 2021
By Rupakumar Pradhan
CFP, Financial Planning, Money Mantras, Wealth
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The Importance of Financial Planning in Your Life: Securing a Stable Future

The Importance of Financial Planning in Your Life: Securing a Stable Future A client of ours recently shared, “I am solely focused on the Comprehensive Financial Plan you have prepared and advised me on. I feel at ease and now understand the significance of financial planning in my life. I am free of anxiety and […]

April 17, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Loans & Credit, Money Mantras
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Unlock The Secrets of Credit Cards: 12 Game-Changing Tips

Unlock the Secrets of Credit Cards: 12 Game-changing Tips Credit cards can be highly convenient to use, but they can also be dangerous if not used properly. Your credit card can be a helpful and valuable financial tool as long as it is used responsibly. However, if used irresponsibly, it can lead to severe financial […]

April 16, 2021
By Rupakumar Pradhan
CFP, Financial Planning, Money Mantras, Wealth
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The Client’s Experience with the “Comprehensive Financial Plan”

Are you ready to hear an inspiring story about financial planning? Meet Mr. Sachet Parida, a resident of Mumbai, who recently embarked on a life-changing journey towards financial freedom. In this blog, we will delve into his incredible experience with a “Comprehensive Financial Plan” and how it transformed his financial situation for the better. Fast […]

April 15, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Insurance, Money Mantras, Mutual Funds, Tax Planning, Wealth
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5 Reasons Why A Financial Plan Is Important

5 Reasons Why A Financial Plan Is Important Many of us have specific financial goals that we aim to achieve. These goals may include buying a home, setting up a fund for our daughter’s marriage, saving for our child’s higher education (such as MBA, MBBS, Engineering, etc.), designing a debt management strategy, planning insurance, and […]

Rupakumar Pradhan