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SWAPNIL KENDHE

Fixed-Fee Financial Planner & SEBI RIA

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

How to manage your corpus after financial independence and early retirement

  • Post author:Swapnil Kendhe
  • Post published:March 7, 2024
  • Post category:Asset Allocation/Financial Goal Planning/FIRE

All investors have legacy portfolios. There are real estate, PPF, EPF, NPS, FDs, Gold, Stocks, PMSs, different schemes of Mutual Funds, different asset allocations, different corpus sizes, and different risk…

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Implementing the Unified Portfolio Approach in the Wealth Accumulation Phase

  • Post author:Swapnil Kendhe
  • Post published:August 24, 2023
  • Post category:Financial Goal Planning

When I got my RIA registration in 2017 and began working as a financial planner, I started with the individual goal portfolio approach, where you run individual portfolios for individual…

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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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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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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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SEBI Registered Investment Adviser

SEBI RIA No. : INA000008738

BSE Enlistment ID : 1081

Email : swapnil@vivektaru.com

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“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.”
The grievance can be lodged with SEBI at SEBI’s Online Dispute Resolution Portal at https://smartodr.in/ and https://scores.sebi.gov.in 

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