Rupakumar Pradhan, Cfp, Cwm

Rupakumar Pradhan, Cfp, Cwm Email and Phone Number

Chief Financial Planner and Director @ SmartMantra Financial Services Pvt. Ltd.
Bhubaneswar, OD, IN
Rupakumar Pradhan, Cfp, Cwm's Location
Bhubaneshwar, Odisha, India, India
Rupakumar Pradhan, Cfp, Cwm's Contact Details

Rupakumar Pradhan, Cfp, Cwm personal email

About Rupakumar Pradhan, Cfp, Cwm

► WHAT I DO: I help people to achieve financial freedom. As a CFP, CWM professional, I work with clients to create holistic, long-term plans to help them meet their financial goals and commit to high ethical standards, even if they don't know anything.I teach and coach CFP students to pursue their careers in financial planning and wealth management.I train financial advisors to develop competency and skillsets to perform his/her effectively and efficiently in the workplace.Want to know what's our process and your probability of achieving financial freedom? Go to our website.- http://www.smartmantra.in/ and my author website https://www.rupakumarpradhan.com/► HOW I DO IT: I show you how to achieve financial freedom and help you find the path to achieving your financial goals through the 'Comprehensive Financial Plan' (60-70 pages written financial plan) or 'Modular Plan.'Your goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase, or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP, CWM professional, you're working with someone who has committed to high ethical standards.I act in my client's best interests at all times when providing financial advice to my client.► WHY IT WORKS: After working with over 500+ clients from all over the world and having 24 years of professional practice, I've been able to simplify the process and show you the easiest and proven way to achieve your financial freedom and financial goals.It doesn't matter at what stage of your life journey you are currently - I have the expertise, experience, tools & resources to take you to the next step and help you achieve your financial goals.►WHERE YOU'VE SEEN ME:💡OTV Investment Guru: I've spoken at OTV Business Odisha live program. Just check in youtube to watch my talks.💡Dharitri Odiya Daily Newspaper: I am a columnist for the "Artha ra Artha" column (every Thursday) in Dharitri Odiya Daily Newspaper for the last 11 years and continuing. 💡'Joyful Retirement' book: This is the bestselling book I wrote in 2020 ►READY TO TALK?Connect with me here on LinkedIn!🎓Struggling to achieve your financial freedom? Talk to me or Attend my next FREE Live Masterclass: https://www.rupakumarpradhan.com/☎ Need help with training/speaker/workshop/seminar? Book a virtual coffee at a time that works for you here: https://www.rupakumarpradhan.com/contact/📮 Or you can reach me at info@rupakumarpradhan.com

Rupakumar Pradhan, Cfp, Cwm's Current Company Details
SmartMantra Financial Services Pvt. Ltd.

Smartmantra Financial Services Pvt. Ltd.

View
Chief Financial Planner and Director
Bhubaneswar, OD, IN
Employees:
2
Rupakumar Pradhan, Cfp, Cwm Work Experience Details
  • Smartmantra Financial Services Pvt. Ltd.
    Chief Financial Planner And Director
    Smartmantra Financial Services Pvt. Ltd.
    Bhubaneswar, Od, In
  • Smartmantra Financial Services Pvt. Ltd.
    Chief Financial Planner & Director
    Smartmantra Financial Services Pvt. Ltd. May 2010 - Present
    Bhubaneshwar Area, India
    www.smartfinwealth.in
  • Financial Planning Academy
    Faculty
    Financial Planning Academy May 2010 - Present
    Bhubaneshwar Area, India
  • Star Health And Allied Insurance Co. Ltd
    Area Manager-Orissa
    Star Health And Allied Insurance Co. Ltd 2009 - 2010
  • Bajaj Capital Ltd
    Area Manager-Orissa
    Bajaj Capital Ltd 2008 - 2009
  • Skp Securities Ltd
    Head-Orissa
    Skp Securities Ltd 2005 - 2008

Rupakumar Pradhan, Cfp, Cwm Skills

Wealth Management Portfolio Management Strategic Financial Planning Retirement Planning Investments Finance Relationship Management Financial Planning Mutual Funds Risk Management Insurance Investment Advisory Management Team Management Financial Planners Financial Services Equity Research Business Relationship Management Wealth Life Insurance Financial Analysis Banking Capital Markets Business Development Equities Business Strategy

Frequently Asked Questions about Rupakumar Pradhan, Cfp, Cwm

What company does Rupakumar Pradhan, Cfp, Cwm work for?

Rupakumar Pradhan, Cfp, Cwm works for Smartmantra Financial Services Pvt. Ltd.

What is Rupakumar Pradhan, Cfp, Cwm's role at the current company?

Rupakumar Pradhan, Cfp, Cwm's current role is Chief Financial Planner and Director.

What is Rupakumar Pradhan, Cfp, Cwm's email address?

Rupakumar Pradhan, Cfp, Cwm's email address is ro****@****ail.com

What schools did Rupakumar Pradhan, Cfp, Cwm attend?

Rupakumar Pradhan, Cfp, Cwm attended Institute Of Management & Information Science, Bhubaneswar, Ravenshaw University, Cuttack, Utkal University, Utkal University, Institute Of Management & Information Science, Bhubaneswar.

What skills is Rupakumar Pradhan, Cfp, Cwm known for?

Rupakumar Pradhan, Cfp, Cwm has skills like Wealth Management, Portfolio Management, Strategic Financial Planning, Retirement Planning, Investments, Finance, Relationship Management, Financial Planning, Mutual Funds, Risk Management, Insurance, Investment Advisory.

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