With the right financial advisor, life can be brilliant.
With the right financial advisor, life can be brilliant.
With the right financial advisor, life can be brilliant.
We are very
Happy to give the best service.
01
Comprehensive Financial Planning
At SmartMantra Financial Services, we develop insights into the many interlocking components of your financial situation.
02
Modular Planning
We offer modular financial planning services, meaning that the scope of our work together can be as comprehensive or narrow as you would like.
03
Special Goal Planning
Goal setting is a robust process for thinking about your ideal future and for motivating yourself to turn your vision of this future into reality.
04
Review of Financial Plans
Changing your financial plan too often will be as bad as not having a financial plan.
05
Implementation Services
Once we have developed your comprehensive financial plan, we will continue collaborating and working with you to implement the plan.
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.”
about us
There are many companies but why choose us?
With each change in your life, you face new opportunities and obstacles; we are always ready to serve you world-class financial advice and guidance and help you to achieve your financial goals and be in a happy money zone.
Integrity
The value of integrity is core to SmartMantra Financial Services. We work with integrity – trust, transparency, and honesty in everything we do.
Trust
We practice what we preach. We are responsible because your TRUST is really important to us.
Client First
Our Team is dedicated to doing what is always in your best interest. In fact, it is our commitment to creed.
Excellence
When we execute with excellence, success naturally follows. We provide world-class service and innovative solutions.
OUR Best
Financial advice for your financial success
Client-Centered Approach
One of the ways we provide value to our clients is through Six-Steps Process.
Experience and Knowledge
One of the ways we provide value to our clients is through Six-Steps Process.
It’s All About You
One of the ways we provide value to our clients is through Six-Steps Process.
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.
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 focusing on my career. In 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 SmartMantra Financial Services guide you to “real” wealth.
Sachet Parida
Vice President, Yes Bank, Mumbai
My association with SmartMantra Financial Services is more than seven years old, and I am delighted 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 SmartMantra Financial Service to all my friends and family members and would do the same for you as well !!!!
Reema Tripathy
Manager, Reserve Bank of India, Mumbai
My relationship with SmartMantra Financial Services has been since its inception. SmartMantra Financial Services’ “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 toward market trends. They put the client’s interest first. I thank them for everything they have done and continue to do for me & my family. It’s so comprehensive and customized guidance; a Trusted Financial Advisor!
Dr. Prasanta Kumar Mohanty
Dean, Centurion University of Technology & Management (CUTM), Odisha
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 intelligent finance professional. I wish him all the best and strongly recommend him as a reliable Financial Planner.
Jayanta Sinha
Vice President, Finolex Pipes Ltd., Kolkota
Around nine years ago, when I think about my future plan. I learned about SmartMantra Financial Services’ “Comprehensive Financial Planning” (60-70 pages written financial plan) concept through the Internet. When I reviewed my financial plan, I earned a reasonable return within nine years of continuous investment in SIP mode. Finally, thanks to Mr. Rupakumar Pradhan, CFPCM, CWM®, for guiding me on the right path to achieve my goals.
Abhijit Das
Manager, Vedanta Ltd., Jharsuguda
From the position of getting almost broke in 2009, I can now sleep peacefully with all aspects of my financial health taken care of by a dedicated CERTIFIED FINANCIAL PLANNERCM – 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
Sudipta Gupta
Marketing Manager, Godrej & Boyce Mfg. Co. Ltd., Kolkata
SmartMantra Financial Services Pvt. Ltd. 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
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 SmartMantra Financial Services Pvt. Ltd. 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. SmartMantra Financial Services Pvt. Ltd. company has a very good financial planning model and process for its clients.
Biswajit Tripathy
Finishing Inspector, Sulb Company B.S.C. Closed, Bahrain
Jajati Mohanty
Chief Executive Officer, Schiebel System India Pvt Ltd, Hyderabad
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 SmartMantra Financial Services 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
I have been with Mr. Rupakumar Pradhan, CFPCM, CWM® since 2014 and my financials planning are so well structured after taking SmartMantra Financial Services’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, DigonByte, Bhubaneswar
Our blogs
Learn some new info from
our latest blogs
Saving & Happy Money
Saving money is the most crucial financial habit everybody is thinking of adopting. Why is it so important? Saving money provides many benefits to...
Inflation! Are You Sabotaging Your Wealth?
Modern days oxygen means petrol; whether we like it or not, we must accept that petrol rates are high in India. Petrol has become the oxygen of our...
Never Suffer From The Cost of Delay Again
5th October 2022World Financial Planning Day! World Financial Planning Day was held to raise awareness about the importance of financial planning....