CFP Archives - Rupakumar Pradhan, CFPCM, CWM®

October 7, 2022
By Rupakumar Pradhan
Advisors, Basics, CFP, Financial Planning, General, Money Mantras, Wealth
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Never Suffer From The Cost of Delay Again

5th October 2022 World Financial Planning Day! World Financial Planning Day was held to raise awareness about the importance of financial planning. Doctors, lawyers, architects, CAs, career counselors, medical counselors, physiotherapists, gym trainers, and nutritionists are available in every city or online. Why should I visit them? It might be a silly question to you […]

January 14, 2022
By Rupakumar Pradhan
Basics, Financial Planning, General, Insurance Planning, Investment Planning, Life & Spirituality, Money Mantras, Retirement
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Choose wisely!

Choose wisely! In 2015, I interacted with one of my inquiries for the financial planning service the other day. It was a summer day at Bhubaneswar. At the same time, I have just completed four years as a CFP Professional practitioner. Yes, that time was the most struggling period for me to establish myself as […]

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

Financial planners help their clients on how best to spend money, save, invest, grow their money, help to achieve their financial goals and financial freedom in life. They can guide you to tackle a specific financial goal such as buying a house, making a retirement year strategy, or giving you a macro view of your […]

July 24, 2021
By Rupakumar Pradhan
Advisors, Financial Planning, General, Life & Spirituality, Money Mantras
4 Comments

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 […]

April 18, 2021
By Rupakumar Pradhan
CFP, Financial Planning, General, Money Mantras, Wealth
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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 a peaceful sleep. I am confident that we will be able to maintain our current standard of living after retirement also.” I am feeling good […]

April 15, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Insurance Planning, Investment Planning, Money Mantras, Tax Planning
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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. Retirement planning. We all have financial goals, but often have no idea how to make them happen. Unlike more mature markets such as the United States of America (USA), United Kingdom, Canada and Australia, most Indians […]

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