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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

How to manage your corpus after financial independence and early retirement

  • Post author:Swapnil Kendhe
  • Post published:March 7, 2024
  • Post category:Asset Allocation/Financial Goal Planning/FIRE

All investors have legacy portfolios. There are real estate, PPF, EPF, NPS, FDs, Gold, Stocks, PMSs, different schemes of Mutual Funds, different asset allocations, different corpus sizes, and different risk…

Continue ReadingHow to manage your corpus after financial independence and early retirement

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!

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

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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