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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

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…

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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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SEBI Registered Investment Adviser

SEBI RIA No. INA000008738

BASL Membership No. BASL1081

Email : swapnil@vivektaru.com

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