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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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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…

Continue ReadingWhy good quality financial advise does not scale

How I manage my money using Unified portfolio approach

  • Post author:Swapnil Kendhe
  • Post published:July 29, 2021
  • Post category:Financial Goal Planning

Published in freefincal.com in July 2021 The unified portfolio approach is a less used approach of financial goal planning. Some experts consider it suboptimal to the individual goal portfolio approach…

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Back-of-the-envelope financial planning calculations!

  • Post author:Swapnil Kendhe
  • Post published:November 29, 2020
  • Post category:Financial Goal Planning

Published in freefincal.com in November 2020 No matter how advanced the financial planning calculator, the quality of its output depends on the assumptions about the future; and none of us…

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SEBI RIA No. INA000008738

Email : swapnil@vivektaru.com

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