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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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From the Diary of a Redeemed Agent

  • Post author:Swapnil Kendhe
  • Post published:March 7, 2023
  • Post category:Financial Advisers

Back when I was a mutual fund distributor and an insurance agent, I used to write about my experiences in a blog 'An Idealist Professional'. Theme Frugal compiled some my…

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Why good quality financial advise does not scale

  • Post author:Swapnil Kendhe
  • Post published:January 12, 2023
  • Post category:Financial Advisers/Financial Goal Planning

Published in freefincal.com in January 2023 There is more to financial planning than collecting data from clients and sending them financial plan documents. This article discusses different steps involved in…

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Does it make sense to invest in index funds over the next 20-30 years in India?

  • Post author:Swapnil Kendhe
  • Post published:June 16, 2022
  • Post category:Index Funds

Published in freefincal.com in June 2022 Indexing hinges on two important concepts:  1. The arithmetic of indexing and  2. The efficient market hypothesis I have covered the arithmetic of indexing…

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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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SEBI RIA No. INA000008738

Email : swapnil@vivektaru.com

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