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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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

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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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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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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A letter to my clients

  • Post author:Swapnil Kendhe
  • Post published:July 10, 2023
  • Post category:Financial Advisers

In May/June 2023, Freefincal ran an anonymous survey for clients of fee-only advisors. 115 of my clients participated in this survey. I wrote a letter to my clients responding to…

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English transcript of my interview in Business Today

  • Post author:Swapnil Kendhe
  • Post published:May 6, 2023
  • Post category:Financial Goal Planning/Financial Advisers/Index Funds

1. My first question is that you are a personal finance advisor. Why personal finance advisory is important at the present time? Money management is a necessary life skill especially…

Continue ReadingEnglish transcript of my interview in Business Today
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SEBI Registered Investment Adviser

SEBI RIA No. INA000008738

BASL Membership No. BASL1081

Email : swapnil@vivektaru.com

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