Financial Planners in B.J.B. Nagar, Bhubaneswar

Subham Capital is one of the eldest investment consultants in the city with more than 1500 clients since last 20years. Our core competency is retirement planning and goal planning apart from insurance planning and cash flow planning. We operate with the aim of helping clients reach their goal by preaching them the art of investing/insurance in a very scientific way.

Certified Financial Planner (CFP), Chartered Wealth Manager (CWM) with 22+ Years Experience in Wealth Management   -www.rupakumarpradhan.com SmartFin Wealth Management Pvt. Ltd. is founded and headed by Mr. Rupakumar Pradhan. Mr. Rupakumar Pradhan, CFPCM, CWM, 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. Apart from the above, he also holds a Master’s Degree in Economics from Ravenshaw University. Mr. Pradhan has over 22 years of experience in financial services industry. He was previously working with leading Life Insurance Companies, Broking Firms, Distribution Company, Financial Planning Company and Health Insurance Company. 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. Basically believe in the process of “Comprehensive Financial Planning” solution to clients based on their need, profile, income, risk tolerance capacity, age and goals & helping the client to 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. He is a regular Columnist with The Dharitri Oriya Daily Newspaper– “Artha ra Artha” and other business journals. Furthermore, he is a regular contributor to various leading journals, newspapers & websites on issues related to Financial Planning, Wealth Management and Finance. Rupakumar’s articles and views are regularly published in The Dharitri Odiya Daily and www.middayodisha.com. He has done live talk shows in ‘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 greatly. He firmly believes in continuing education as a way of life. Focus -“Truly Honest Client Oriented Practice.”

JM & Associates has been established in December 2017 in form of a partnership firm having its Head Office at Bhubaneswar and Branch office at sambalpur,Berhampur,Blasore, Anugul,Delhi,Karnataka and Kolkota by eleven qualified cost Accountants, CMA Bibhuti Bhusan Nayak , CMA Soumya Ranjan Jena,CMA Namrata Nayak,CMA Bibhas Ranjan Mishra,CMA Santanu Sahoo , CMA Prasant Kumar Roul, CMA Prasanta kumar Mohanty,CMA Dibyendu Banerjee,CMA Himanish Das,CMA Himanshu Sahoo,CMA Kamal Lochan Nayak. It is a cost accountant firm rendering comprehensive professional services, which includes audit, management consultancy, tax consultancy, accounting services, secretarial services etc. The firm represents a combination of specialized skills, which are geared to offers sound financial advice and personalized proactive services. Following the top corporate culture, we believe in delivering accurate, relevant and timely information to the decision makers using industry expertise. We help companies to stay compliant and lawful. We aim at applying intelligence and expertise by providing realistic solutions to complicated business scenarios using analytical skills, functional expertise,and intensive training. Our result oriented and success driven partners believe in providing equal services to clients of all sizes.

Amfi register Mutual fund distributor is a well-established business in Madhusudan Nagar, providing a wide range of insurance and investment consultancy services. Our team of dedicated professionals has been serving the community since 2009. With a variety of services such as life, home, travel, commercial, health, and vehicle insurance, we ensure that our clients are protected from any unforeseen circumstances. We also specialize in mutual funds and offer a range of options to suit your investment needs. Our services cover everything from individual and family policies to student and senior citizen plans. Come and explore the world of insurance and investments with us.

Welcome to Leevay has massive experience in this business.has always been timely service, best quality and optimum cost. We are in touch with our customers through quality, performance, service and assistance. Bringing the best of value to our customers, we also care as much about our customers. We value the trust and beliefs vested in us by our clients and professional contacts and provide a dedicated service with an honest and direct approach in all our dealings.We deal in Loans in  Bhubaneswar. Contact us for more details.  

Welcome to URBAN MONEY in Jagamara, a leading investment consultancy service with certified financial planners, offering a wide range of services such as currency trading, commodity trading, fixed deposits, mutual funds, stocks & shares, NSC & PPF, chit funds, gold investment, and more. With years of experience in the industry, our dedicated team of experts is committed to providing the best investment planning, taxation planning, and retirement planning services. Our office is open during business hours to assist you with your investment needs. Trust us for all your financial planning needs at URBAN MONEY, your one-stop solution for all your investment needs.

stock Broker, share Broker, mutual fund , portfolio management services