About us

Business Growth

A financial advising business helps people set financial goals and plan out a course of action to realize it. Financial planners who work for the business help clients by analyzing budgets, investments, insurance, and other financial products.

Strategy Process

Making investment decisions are often complex. News headlines can cause investors to make key mistakes based on emotional decisions. We help educate clients and provide clear perspective to help ignore the white noise.

Finance Manage

Imagine yourself trapped in a maze filled with twists and turns, blind alleys, and dead ends. Wouldn’t exiting it be simpler if you had a map and compass to guide you? Your financial life can be a maze, and a personal financial plan is the map and compass that can help.
about us

We are here to manage your finance with experience

Financial Planning

95%

Wealth Management

91%

Investment

93%

With each change in your life, you are faced with new opportunities and obstacles, which have the potential to move you closer to your goals or farther away.  One of the most important decisions you can make is selecting a financial advisor who has the experience and structure to provide the best advice when faced with these decisions.

Celebrating 10 years in Financial Planning! When you put clients first, they return the favor

Team Member

rupak-kumar

Rupakumar Pradhan, CFP, CWM

Chief Financial Planner & Director
namita-dash

Namita Das, CFP

Financial Planner & Director
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See how we work with
touch of experience

Why choose us

There are many companies but why choose us

Today’s complex and changing economic landscape can make reaching your financial goals a challenge. At SmartFin Wealth Management, our knowledgeable and trustworthy Certified Financial PlannerCM Professionals can show you the path forward, with a strategy custom- designed for you.

Our breadth of knowledge, experience and resources are dedicated to a single purpose: to help you achieve your life’s objectives.

Unbiased Advice you can TRUST.

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