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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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

Book Recommendations for MF Investors & Advisers

  • Post author:Swapnil Kendhe
  • Post published:January 15, 2022
  • Post category:Book Reviews & Recommendations

Shorter version published in subramoney.com in two parts. Shorter version of this article was published in subramoney.com in two parts. Books to read – a Guide & Books to Read:…

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Why it makes sense to become a defensive (passive) investor

  • Post author:Swapnil Kendhe
  • Post published:December 19, 2021
  • Post category:Defensive or Passive Investing

Published in freefincal.com in December 2021 “The determining trait of the enterprising investor is his willingness to devote time and care to the selection of securities that are both sound…

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How I manage my money using Unified portfolio approach

  • Post author:Swapnil Kendhe
  • Post published:July 29, 2021
  • Post category:Financial Goal Planning

Published in freefincal.com in July 2021 The unified portfolio approach is a less used approach of financial goal planning. Some experts consider it suboptimal to the individual goal portfolio approach…

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The arithmetic of index investing explained

  • Post author:Swapnil Kendhe
  • Post published:April 14, 2021
  • Post category:Defensive or Passive Investing/Index Funds

Published in freefincal.com in April 2021 The interest in index investing is growing in India, but few understand what the arithmetic behind indexing and why it works. In this article,…

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Back-of-the-envelope financial planning calculations!

  • Post author:Swapnil Kendhe
  • Post published:November 29, 2020
  • Post category:Financial Goal Planning

Published in freefincal.com in November 2020 No matter how advanced the financial planning calculator, the quality of its output depends on the assumptions about the future; and none of us…

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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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