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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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

Should I pay a financial planner who only recommends index funds?

  • Post author:Swapnil Kendhe
  • Post published:July 15, 2020
  • Post category:Defensive or Passive Investing/Index Funds

Published in freefincal.com in July 2020 A natural, emerging question among investors looking for professional help from a SEBI registered fee-only advisor is, “If the financial planner only recommends index…

Continue ReadingShould I pay a financial planner who only recommends index funds?

Want to build an equity mutual fund portfolio? Try these simple steps!

  • Post author:Swapnil Kendhe
  • Post published:June 20, 2020
  • Post category:Equity Mutual Funds/Index Funds

Published in freefincal.com in June 2020 Build an equity mutual fund portfolio with these simple steps. Read More

Continue ReadingWant to build an equity mutual fund portfolio? Try these simple steps!

What is defensive investing, and why is it right for you

  • Post author:Swapnil Kendhe
  • Post published:May 26, 2020
  • Post category:Defensive or Passive Investing

Published in kuvera.in in May 2020 Most investors believe that to do well as an investor, they must invest in stocks, use different categories of mutual funds, search for the…

Continue ReadingWhat is defensive investing, and why is it right for you

Three Key Debt Mutual Fund Terms All Retail Investors Should Know

  • Post author:Swapnil Kendhe
  • Post published:December 17, 2019
  • Post category:Debt Mutual Funds

Published in freefincal.com in December 2019 Whether you hold equity-oriented mutual funds or debt-oriented mutual funds, here are three key debt mutual fund terms all retail investors should know. This…

Continue ReadingThree Key Debt Mutual Fund Terms All Retail Investors Should Know

Debt Mutual Fund Categories Explained For Retail Investors

  • Post author:Swapnil Kendhe
  • Post published:December 8, 2019
  • Post category:Debt Mutual Funds

Published in freefincal.com in December 2019 Debt mutual fund categories are explained in simple language. Retail investors can use them to understand when to use which category. This is part…

Continue ReadingDebt Mutual Fund Categories Explained For Retail Investors
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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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