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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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  • My Story
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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…

Continue ReadingFrom the Diary of a Redeemed Agent

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…

Continue ReadingWhy good quality financial advise does not scale

Should Mutual Fund Distributors become SEBI Registered Investment Advisors?

  • Post author:Swapnil Kendhe
  • Post published:May 25, 2019
  • Post category:Financial Advisers

Published in freefincal.com in May 2019 The increasing popularity of direct plans and falling commission is making mutual fund distributors vulnerable in India. SEBI’s push for fee-only advice is adding…

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Looking for a fee-only financial planner? Here is a list of questions to ask before you sign up

  • Post author:Swapnil Kendhe
  • Post published:October 9, 2018
  • Post category:Financial Advisers

Published in freefincal.com in October 2018 If you are looking for someone to advise you on money management, then you should sign up with a fee-only financial planner – an investment…

Continue ReadingLooking for a fee-only financial planner? Here is a list of questions to ask before you sign up
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SEBI Registered Investment Adviser

SEBI RIA No. INA000008738

Email : swapnil@vivektaru.com

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