Asset Allocation - SWAPNIL KENDHE

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…

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…

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…

SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

How to manage your corpus after financial independence and early retirement

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

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

SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com