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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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

Want to build an equity mutual fund portfolio? Try these simple steps!

  • Post author:Swapnil Kendhe
  • Post published:June 20, 2020
  • Post category:Equity Mutual Funds/Index Funds

Published in freefincal.com in June 2020 Build an equity mutual fund portfolio with these simple steps. Read More

Continue ReadingWant to build an equity mutual fund portfolio? Try these simple steps!

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…

Continue ReadingEverything you need to know about equity portfolio construction
  • Asset Allocation
  • Book Reviews & Recommendations
  • Debt Mutual Funds
  • Defensive or Passive Investing
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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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