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MR. RUPAKUMAR PRADHAN, CFPCM
B.A.(Eco.), M.A.(Eco.), PGDBM (Marketing), PGDCA, LLB, LICENTIATE (III)

Mr. Pradhan has over 15 years of experience in financial services industry. He was previously working with leading Life Insurance Companies, Broking Firms, Distribution Company, Financial Planning Company and Health Insurance Company. He has cleared several NCFM modules & is also AMFI Certified. His expertise is in Comprehensive Financial Planning, Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management & Business Development.

Areas of Expertise: Need Based Financial Planning, Wealth Management, Investments and Strategies, Portfolio Management, Risk Management, Insurance Planning- Life and Non-Life, Retirement Planning, Tax Planning, Estate Planning, Cash Flow Management. Various Life Stages Financial Planning: Home, Education, Marriage, Vacation etc.

Basically believe in the process of Comprehensive Financial Planning Solution to clients based on their need, profile, income, risk tolerance capacity, age and goals & helping the client to create, preserve and protect wealth through various financial and risk management instruments.

He is also faculty in SmartFin School of Finance and Management and other B-Schools. He has authored several articles in various magazines. He provides ongoing coaching, training and consulting to Investors, Management Institutions, Companies and Students.

Conducted Training Programs & Workshops for various Companies & Management Institutions.

Regular Columnist with The Dharitri Oriya Daily Newspaper– “Artha ra Artha” and other business journals. A regular contributor to various leading journals, newspapers & websites on issues related to Financial Planning, Wealth Management and Finance.

Focus -“Truly Honest Client Oriented Practice.”

Why Choosing Us
Best Wealth Mgmt. Company
Quality and a reasonable price
Experienced Professional Team
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Contact us at
PLot-2132/5140,
Ground Floor,BJB Nagar,
(Behind Aditya Hyundai, Lewis Road)
Bhubaneswar-751014, Odisha, India
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