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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

Basics of Debt Mutual Funds Explained for New Investors

  • Post author:Swapnil Kendhe
  • Post published:December 6, 2019
  • Post category:Debt Mutual Funds

Published in freefincal.com in December 2019 Debt mutual funds need not be hard-to-understand products. Here are the basics that every retail investor should know before investing or avoiding debt mutual…

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Confused between STP and lump sum? Here is a way out!

  • Post author:Swapnil Kendhe
  • Post published:October 4, 2019
  • Post category:Asset Allocation/Equity Mutual Funds

Published in kuvera.in in October 2019 When investors have a large amount to invest, most struggle with the decision whether to invest through STP (systematic transfer plan) or invest lump…

Continue ReadingConfused between STP and lump sum? Here is a way out!

Everything you need to know about equity portfolio construction

  • Post author:Swapnil Kendhe
  • Post published:September 17, 2019
  • Post category:Equity Mutual Funds/Index Funds

Published in freefincal.com in Sep 2019 This is a step by step guide on equity portfolio construction for retail investors with a listing of options available and pros and cons…

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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
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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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