Simple and no-nonsense approach to Financial Planning

Welcome. My name is Swapnil Kendhe. I am a SEBI Registered Investment Adviser and a Fee-Only Financial Planner.

I believe that my primary job as a financial planner is to educate my clients about the principles and practicalities of money management at retail investor level, because only an investor who understands the basics well can have the conviction required to stay disciplined over a long period.

I help my clients set their financial house in order and align their savings and investments with their goals and objectives. I do not seek sophistication to justify my fee. Simple is more sophisticated in money management.

If you are looking for a simple and no-nonsense approach to financial planning, you have arrived at the right place.

No Commissions

“Fee-only” means I charge a fixed annual fee for the financial planning advice. I receive no commissions or additional fees of any kind.

No Conflicts

By not selling products, the conflict of interest that is inherent with commission-based advice is automatically eliminated.

Fiduciary

As a SEBI RIA and a fee-only financial planner, I have a fiduciary responsibility to serve my clients.

SEBI's mandatory complaints disclosure requirement on website homepage

At beginning of the month : 0  | Received during the month : 0   |
Resolved during the month : 0 | Pending at end of the month : 0 |
Reasons for any pendency : n/a
As of last month-end – November 30, 2021