Portfolio Management Services (PMS) in Jaydev Vihar, 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.

Way2pocket pvt.ltdis a registered non government company entrusted with the goal of simplifying investment options for our clients.t. In todays time, we have so many non-negotiable goals to be achieved. For ex- it could be childrens education, marriage, Home, EMIs, health and so on.. But Escalating prices of goods & unforseen circumstances can stop us from fulfilling our dreams and desires. So, to tackle such scenarios in life, Financial Planning is a necessity. Though financial planning makes our future resilient, yet making wrong choices can also lead to unwarranted financial losses. So, having an efficient & reliable Financial Advisor is a pre-requisite. Hence, Way2Pocket Pvt.Ltd serves this very purpose. Its your financial clinic where you can freely walk with any of your financial ailments and find relief. With our years of financial expertise in portfolio & asset management, we help you to make proper & planned investments. When it comes to Investment, we realise that one size doesnt fits all , so we make investor-specific assessments and portfolio-management. We have a well-experienced team that takes in account all your criterias such as- Profile of Client(based on their earnings & their financial dependents), Age factor(based on estimated life term and responsibilities on shoulder to be fulfilled during that period), Goals(long term or short term) and so on to make calculated evaluations. Only after that, we resort to our role of financial advising. Our service caters to all sections of investors with our diversified basket of investment options. With this, we make sure that your money finds way to your pocket, instead of just flowing out from it. Our role is not just limited to making your finances more convenient and simple. We also make sure that your fortune is well-managed even after you leave. Hence, we are also engaged in Estate Planning(will making). So, It is a kind of full-package you can rely upon- Financial security through efficient Financial Planning & Asset Management through a well thought Estate Planning. This ensures that your fortune doesnt creates a mess for your inheritors. Way2Pocket adheres to best practices and standards in finance management & inculcates business ethics in all its functioning. Its your financial clinic that has aid to all your problems, helps make you smart choices and thereby insulate your pocket from any financial distress and adversaries. So walk in to Way2Pocket to get a real-time experience of Financial&Estate Management.

Smart Finmartz is a leading Indian financial services providing institution. Smart Finmartz combines asset management solutions with a full range of transactional services, from investment in Equity, Bonds, Mutual Funds,exchange traded fund (ETF), Live stock market training, Insurance and different types of Loans to a range of Goal-based financial solutions which includes retirement planning, tax planning, education planning, marriage planning.  We provide the best solutions for your financial needs.  

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.”

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.

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