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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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  • Articles
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  • My Story
  • Approach & Fees
  • Articles
  • My Library
  • Reach Me
  • SEBI Disclosures

Misconceptions about index investing you should ignore!

  • Post author:Swapnil Kendhe
  • Post published:July 19, 2023
  • Post category:Index Funds

“The bullshit asymmetry: The amount of energy needed to refute bullshit is anorder of magnitude bigger than to produce it.” - Alberto Brandolini Only a tiny section of the investor…

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From the Diary of a Redeemed Agent

  • Post author:Swapnil Kendhe
  • Post published:March 7, 2023
  • Post category:Financial Advisers

Back when I was a mutual fund distributor and an insurance agent, I used to write about my experiences in a blog 'An Idealist Professional'. Theme Frugal compiled some my…

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How to manage your corpus after financial independence and early retirement

  • Post author:Swapnil Kendhe
  • Post published:March 7, 2024
  • Post category:Asset Allocation/Financial Goal Planning/FIRE

All investors have legacy portfolios. There are real estate, PPF, EPF, NPS, FDs, Gold, Stocks, PMSs, different schemes of Mutual Funds, different asset allocations, different corpus sizes, and different risk…

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The pitfalls of conventional retirement planning calculations

  • Post author:Swapnil Kendhe
  • Post published:February 14, 2024
  • Post category:FIRE

All FIRE or retirement corpus calculations assume – Perfect behavior by the investor. Fixed inflation-adjusted withdrawal from the portfolio. A linear rate of growth of portfolio and inflation. But in…

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Implementing the Unified Portfolio Approach in the Wealth Accumulation Phase

  • Post author:Swapnil Kendhe
  • Post published:August 24, 2023
  • Post category:Financial Goal Planning

When I got my RIA registration in 2017 and began working as a financial planner, I started with the individual goal portfolio approach, where you run individual portfolios for individual…

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Fee Only India – a group of ethical advisors I could finally identify with!

  • Post author:Swapnil Kendhe
  • Post published:July 12, 2023
  • Post category:Financial Advisers

There wasn’t any Fee-Only-India (FOI), and I wasn’t a SEBI Registered Investment Adviser (RIA) when I attended the first FOI meeting in Mumbai in September 2017. My Investment Adviser application…

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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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