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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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Should Mutual Fund Distributors become SEBI Registered Investment Advisors?

  • Post author:Swapnil Kendhe
  • Post published:May 25, 2019
  • Post category:Financial Advisers

Published in freefincal.com in May 2019 The increasing popularity of direct plans and falling commission is making mutual fund distributors vulnerable in India. SEBI’s push for fee-only advice is adding…

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Book Review: Retire Rich by PV Subramanyam

  • Post author:Swapnil Kendhe
  • Post published:March 25, 2019
  • Post category:Book Reviews & Recommendations

Published in subramoney.com in March 2019 There are few quality books written by Indian authors on financial planning. Many of these books are written for beginners, and they offer little…

Continue ReadingBook Review: Retire Rich by PV Subramanyam

Looking for a fee-only financial planner? Here is a list of questions to ask before you sign up

  • Post author:Swapnil Kendhe
  • Post published:October 9, 2018
  • Post category:Financial Advisers

Published in freefincal.com in October 2018 If you are looking for someone to advise you on money management, then you should sign up with a fee-only financial planner – an investment…

Continue ReadingLooking for a fee-only financial planner? Here is a list of questions to ask before you sign up

Are you a conservative investor? Here is how you can grow your money smartly

  • Post author:Swapnil Kendhe
  • Post published:June 25, 2018
  • Post category:Asset Allocation

Published in freefincal.com in June 2018 Would you as a money manager, prefer to get the basics right and get on with your life? That is, do enough to ensure…

Continue ReadingAre you a conservative investor? Here is how you can grow your money smartly
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SEBI Registered Investment Adviser

SEBI RIA No. INA000008738

Email : swapnil@vivektaru.com

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