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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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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…

Continue ReadingBack-of-the-envelope financial planning calculations!
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