Comprehensive Financial Planning
At SmartFin Wealth Management, we develop insights into the many interlocking components of your financial situation.
Modular Planning
Modular Financial Planning is executing the Financial Planning process one step at a time.
Special Goal Planning
Each one of us has different aims in life, such as buying our own home, going on a world tour, financing children’s education, etc.
Review of Financial Plans
Changing your financial plan too often will be as bad as not having a financial plan at all.
Implementation Services
Once we have developed your comprehensive financial plan, we continue our collaboration and work with you to implement the plan.
Other Services
Through our company, we have the capability to deliver a broad range of quality financial solutions and services to achieve your financial goals.
We are very happy to give the best service. Let’s view all services
about us
Our vision, mission and goal is for your wellbeing
Our Vision:
“To be the leader in the financial planning of the highest standard.”
Our Mission:
“To help our clients achieve financial prosperity and peace of mind.”
Our Goal:
“To make financial freedom a reality for our clients.”
Some from our clients
After my MBA, I thought I needed a professional and experienced financial advisor to play my 2In Command for my financial planning while I focus on my career. In the year 2012, I discussed with Mr. Rupakumar Pradhan, CFPCM, CWM®. His advice has been objective, unbiased, and most of all personalized to my requirement. Forget all myths, let SmartFin Wealth Management guide you on the road to “real” wealth.
Sachet Parida
Vice President, Yes Bank, Mumbai
Our relationship with SmartFin Wealth Management is since its inception. SmartFin Wealth’s 'Comprehensive Financial Plan' (60-70 pages written financial plan) keeps us focused on regular savings. Their wisdom to think long term goes hand-in-hand with their adaptability towards market trends. They put the client's interest first. I thank them for all that they have done and continue to do for me & my family. It’s so comprehensive, really Trusted Advisor!
Dr. Prasanta Kumar Mohanty
Dean, Centurion University of Technology & Management, Bhubaneswar
I have been with Mr. Rupakumar Pradhan, CFPCM, CWM® since 2014 and my financials planning are so well structured after taking SmartFin Wealth Management’s process-driven “Comprehensive Financial Plan” (60-70 pages written financial plan). He really helped me to plan for my future based on my current surplus and recommending the right funds to invest. Thanks, Rupakumar for doing almost everything for my financial planning with his HONEST advises.
Deepak Kumar Jena
Founder, DFINECODE, Bhubaneswar
My association with SmartFin Wealth Management has been more than 6 years old and am totally satisfied with their services. They go about financial planning in a very organized and meticulous manner. Mr. Rupakumar Pradhan, CFPCM, CWM® has domain expertise, passion and unparalleled commitment to his job. I have recommended SmartFin Wealth Management to all my friends and family members and would do the same to you as well !!!!
Reema Tripathy
Manager, Reserve Bank of India, Mumbai
I have Known Mr. Rupakumar Pradhan, CFPCM, CWM® since 2007 as my Financial Planner. I have been immensely benefited from his sound & timely advice. He does not necessarily promote a product.....he offers a SOLUTION. He is an honest, educated and smart finance professional. I wish him all the best and would strongly recommend him as a reliable Financial Planner
Jayanta Sinha
Vice President, Finolex Pipes Ltd., Kolkota
Around 7 years ago when I think about future plans. Through the Internet, I came to know about SmartFin Wealth Management’s “Comprehensive Financial Planning” (60-70 pages written financial plan) concept. Within 7 years of continuous investment in SIP mode when I reviewed my plan I earn a good return. Finally lots of thanks to Mr. Rupakumar Pradhan, CFPCM, CWM® to guide me on the right path to achieve my goals.
Abhijit Das
Manager, Vedanta Ltd., Jharsuguda
From a position of getting almost broke in 2009, now I can sleep peacefully with all aspects of my financial health taken care by a dedicated CERTIFIED FINANCIAL PLANNER CM – assist me in preparing my Financial Planning with a defined SMART Goals, SIP for MF products–It has covered all aspects of my life!! My advice to all – Better late than never– Start your ‘Comprehensive Financial Plan’ today!! A Holistic Personalized Service!
Amartya Sarkar
Zonal Vice President, Parle Agro Pvt. Ltd., Mumbai
My professional career started in the year 2008, but my financial stability came in 2010; when I met Mr. Rupakumar Pradhan, CFPCM, CWM® for the first time and I would probably be the first youngest client to get associated with him at the age of 25 only. He made me realize the importance of timely and proper Financial Planning in successfully overtaking these Family Financial Hurdles. SmartFin Wealth! Trusted Advisor!
Sudipta Gupta
Assistant Manager, Godrej & Boyce Mfg. Co. Ltd., Kolkata
SmartFin Wealth Management is a very good advisor for financial planning. I plan for “Comprehensive Financial Planning” (60-70 pages written financial plan). It benefitted me a lot in my investment plans, may it be insurance, health, PPF or any other future fund management and returns. I think that no matter how good you are at investing, you’ll benefit from an expert’s advice. Get A Financially Empowering Experience With Rupakumar Pradhan, CFPCM, CWM®!
Sakti Mohanty
Asst. Professor, Physics, GITA, Bhubaneswar
Mr. Rupakumar Pradhan, CFPCM, CWM® was very helpful. He gave me an insight into the structural plan needed for the proper planning and management of available resources. He is very logical in his advice and the broad spectrum he plans will be helpful not only to the person concerned but their next kin will also reap the benefits of his plan. Recommend him as an adviser for the mass.
Mousumi Patnaik
Teacher, DAV Public School, Bhubaneswar
Even I have a do it about myself idea about handling my money but working with a financial advisor like SMARTFIN WEALTH MANAGEMENT is much more comfortable for me. Earlier I was totally blank about the financial planning but after meeting with SmartFin Wealth management has got the answers to many complex questions. Basically I can say I have got the right advisor for my specific need.
Prabhat Kumar Nayak
Zonal Sales Manager, Fareast Mercantile Co. Ltd., Nigeria
Mr. Rupakumar Pradhan, CFPCM, CWM® is very knowledgeable and never hesitates to take the extra time to speak to you. He is truly passionate about his work. He makes decisions based on your own unique needs and preferences. The personal and attentive attention he provides to his clients is unmatched. SmartFin Wealth Management company has a very good financial planning model and process for its clients.
Biswajit Tripathy
Finishing Inspector, Sulb Company B.S.C. Closed, Bahrain
Mr. Rupakumar Pradhan, CFPCM, CWM® has provided me with the right quality of input to make financial decision making better. His involvement is very reassuring and I do look forward to a long term relationship. In the world full of advice, I have found my Truly Trusted Adviser.”
Jajati Mohanty
DGM-Marketing, VEM Technologies Pvt. Ltd., Hyderabad
I came to know about Financial Planning from my colleague, then I contact Mr. Rupakumar Pradhan, CFPCM, CWM® and during the discussion, I realized that I have done only saving and spent nothing for investment also the loopholes in my planning for future. The best possible options have been put in front of me to select. I am happy and completely satisfied with the services provided by him.
Akhilesh Yagik
Manager, Vedanta Ltd.
Very wisely, Mr. Rupakumar Pradhan, CFP CM, CWM ® has changed my entire portfolio. I can now hope that with the help of Mr. Rupakumar, I will surely get better benefits, and I am sure that my future is now more secure with SmartFin Wealth Management Pvt. Ltd. I am really happy that I made the right choice by selecting Mr. Rupakumar as my financial planner. Acting in your best interest! Financial Dreams Delivered!
Abinash Pradhan
Founder, ProDigitalMind, Bhubaneswar
Some from our clients
After my MBA, I thought I needed a professional and experienced financial advisor to play my 2In Command for my financial planning while I focus on my career. In the year 2012, I discussed with Mr. Rupakumar Pradhan, CFPCM, CWM®. His advice has been objective, unbiased, and most of all personalized to my requirement. Forget all myths, let SmartFin Wealth Management guide you on the road to “real” wealth.
Sachet Parida
Vice President, Yes Bank, Mumbai
Our relationship with SmartFin Wealth Management is since its inception. SmartFin Wealth’s 'Comprehensive Financial Plan' (60-70 pages written financial plan) keeps us focused on regular savings. Their wisdom to think long term goes hand-in-hand with their adaptability towards market trends. They put the client's interest first. I thank them for all that they have done and continue to do for me & my family. It’s so comprehensive, really Trusted Advisor!
Dr. Prasanta Kumar Mohanty
Dean, Centurion University of Technology & Management, Bhubaneswar
I have been with Mr. Rupakumar Pradhan, CFPCM, CWM® since 2014 and my financials planning are so well structured after taking SmartFin Wealth Management’s process-driven “Comprehensive Financial Plan” (60-70 pages written financial plan). He really helped me to plan for my future based on my current surplus and recommending the right funds to invest. Thanks, Rupakumar for doing almost everything for my financial planning with his HONEST advises.
Deepak Kumar Jena
Founder, DFINECODE, Bhubaneswar
My association with SmartFin Wealth Management has been more than 6 years old and am totally satisfied with their services. They go about financial planning in a very organized and meticulous manner. Mr. Rupakumar Pradhan, CFPCM, CWM® has domain expertise, passion and unparalleled commitment to his job. I have recommended SmartFin Wealth Management to all my friends and family members and would do the same to you as well !!!!
Reema Tripathy
Manager, Reserve Bank of India, Mumbai
I have Known Mr. Rupakumar Pradhan, CFPCM, CWM® since 2007 as my Financial Planner. I have been immensely benefited from his sound & timely advice. He does not necessarily promote a product.....he offers a SOLUTION. He is an honest, educated and smart finance professional. I wish him all the best and would strongly recommend him as a reliable Financial Planner
Jayanta Sinha
Vice President, Finolex Pipes Ltd., Kolkota
Around 7 years ago when I think about future plans. Through the Internet, I came to know about SmartFin Wealth Management’s “Comprehensive Financial Planning” (60-70 pages written financial plan) concept. Within 7 years of continuous investment in SIP mode when I reviewed my plan I earn a good return. Finally lots of thanks to Mr. Rupakumar Pradhan, CFPCM, CWM® to guide me on the right path to achieve my goals.
Abhijit Das
Manager, Vedanta Ltd., Jharsuguda
From a position of getting almost broke in 2009, now I can sleep peacefully with all aspects of my financial health taken care by a dedicated CERTIFIED FINANCIAL PLANNER CM – assist me in preparing my Financial Planning with a defined SMART Goals, SIP for MF products–It has covered all aspects of my life!! My advice to all – Better late than never– Start your ‘Comprehensive Financial Plan’ today!! A Holistic Personalized Service!
Amartya Sarkar
Zonal Vice President, Parle Agro Pvt. Ltd., Mumbai
My professional career started in the year 2008, but my financial stability came in 2010; when I met Mr. Rupakumar Pradhan, CFPCM, CWM® for the first time and I would probably be the first youngest client to get associated with him at the age of 25 only. He made me realize the importance of timely and proper Financial Planning in successfully overtaking these Family Financial Hurdles. SmartFin Wealth! Trusted Advisor!
Sudipta Gupta
Assistant Manager, Godrej & Boyce Mfg. Co. Ltd., Kolkata
SmartFin Wealth Management is a very good advisor for financial planning. I plan for “Comprehensive Financial Planning” (60-70 pages written financial plan). It benefitted me a lot in my investment plans, may it be insurance, health, PPF or any other future fund management and returns. I think that no matter how good you are at investing, you’ll benefit from an expert’s advice. Get A Financially Empowering Experience With Rupakumar Pradhan, CFPCM, CWM®!
Sakti Mohanty
Asst. Professor, Physics, GITA, Bhubaneswar
Mr. Rupakumar Pradhan, CFPCM, CWM® was very helpful. He gave me an insight into the structural plan needed for the proper planning and management of available resources. He is very logical in his advice and the broad spectrum he plans will be helpful not only to the person concerned but their next kin will also reap the benefits of his plan. Recommend him as an adviser for the mass.
Mousumi Patnaik
Teacher, DAV Public School, Bhubaneswar
Even I have a do it about myself idea about handling my money but working with a financial advisor like SMARTFIN WEALTH MANAGEMENT is much more comfortable for me. Earlier I was totally blank about the financial planning but after meeting with SmartFin Wealth management has got the answers to many complex questions. Basically I can say I have got the right advisor for my specific need.
Prabhat Kumar Nayak
Zonal Sales Manager, Fareast Mercantile Co. Ltd., Nigeria
Mr. Rupakumar Pradhan, CFPCM, CWM® is very knowledgeable and never hesitates to take the extra time to speak to you. He is truly passionate about his work. He makes decisions based on your own unique needs and preferences. The personal and attentive attention he provides to his clients is unmatched. SmartFin Wealth Management company has a very good financial planning model and process for its clients.
Biswajit Tripathy
Finishing Inspector, Sulb Company B.S.C. Closed, Bahrain
Mr. Rupakumar Pradhan, CFPCM, CWM® has provided me with the right quality of input to make financial decision making better. His involvement is very reassuring and I do look forward to a long term relationship. In the world full of advice, I have found my Truly Trusted Adviser.”
Jajati Mohanty
DGM-Marketing, VEM Technologies Pvt. Ltd., Hyderabad
I came to know about Financial Planning from my colleague, then I contact Mr. Rupakumar Pradhan, CFPCM, CWM® and during the discussion, I realized that I have done only saving and spent nothing for investment also the loopholes in my planning for future. The best possible options have been put in front of me to select. I am happy and completely satisfied with the services provided by him.
Akhilesh Yagik
Manager, Vedanta Ltd.
Very wisely, Mr. Rupakumar Pradhan, CFP CM, CWM ® has changed my entire portfolio. I can now hope that with the help of Mr. Rupakumar, I will surely get better benefits, and I am sure that my future is now more secure with SmartFin Wealth Management Pvt. Ltd. I am really happy that I made the right choice by selecting Mr. Rupakumar as my financial planner. Acting in your best interest! Financial Dreams Delivered!
Abinash Pradhan
Founder, ProDigitalMind, Bhubaneswar
Steps for processing
Take some easy steps
for processing
Initial Discussion
We give you more clarity on how exactly we can help you and understand you and your
financial goals better.
Plan Formulation
We assimilate the information provided by you through a data collection docket to create a
personalised financial plan.
Plan Presentation
We give you a detailed explanation of your plan and answer any queries or doubts you may have.
Implementation
Implementing the plan and making adjustments and changes as and when necessary.
Maintenance & Review
We monitor your portfolio and provide insightful quarterly, and annual reports about the things that really matter.
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Our commitment to providing our clients with access to educational resources empowers them to reach their financial goals. The power to help you succeed.