SmartMantra Financial Services Pvt. Ltd. - Fixed Deposits Advisor in Bjb Nagar, Bhubaneswar

SmartMantra Financial Services Pvt. Ltd. - Fixed Deposits Distributors

Member since Jul 5, 2017

9937016539

rooppradhan@gmail.com

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About Me

Mr. Rupakumar Pradhan, CFPCM M.A (Eco.), PGDBM (Marketing), PGDCA, LLB, LICENTIATE (III) He is a Certified Financial PlannerCM (CFPCM ) and Personal Financial Advisor. He also holds a Post Graduate Diploma in Business Management (PGDBM) from IMIS, Bhubaneswar (Institute of Management & Information Science). Apart from the above, he also holds a Master’s Degree in Economics from Ravenshaw University. “SmartFin Wealth Management Pvt. Ltd.” was founded and headed by Rupakumar Pradhan. Mr. Pradhan has over 20 years of experience in the financial services industry. He was previously working with leading Life Insurance Companies, Broking Firms, Distribution companies, Financial Planning companies, and Health Insurance companies. 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. Believe in the “Comprehensive Financial Planning” solutions to clients based on their needs, profile, income, risk tolerance capacity, age, and goals & helping the client create, preserve and protect wealth through various financial and risk management instruments. He is also faculty in SmartFin Education (in association with Financial Planning Academy, Mumbai) to teach & coach the students pursuing the CFPCM program and other B-Schools. He provides ongoing coaching, training, and consulting to Investors, Management Institutions, Companies, and Students. 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 financial planning, Wealth Management, and finance issues. Rupakumar’s articles and views are regularly published in The Dharitri Odiya Daily and www.middayodisha.com. He has done live talk shows on ‘OTV’, ‘PrameyaNews7’, and ‘Naxarta News.’ Rupakumar loves to help people to achieve their financial goals. His objective is to help as many people as possible to become financially independent so that their quality of life improves significantly. He firmly believes in continuing education as a way of life. Focus -“Truly Honest Client Oriented Practice.”

About Work Experience

Mr. Pradhan has over 25 years of experience in the financial services industry. He was previously working with leading Life Insurance Companies, Broking Firms, Distribution companies, Financial Planning companies, and Health Insurance companies. 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.

Experience & Qualification

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