Fee-only advisor journey: Swapnil Kendhe’s successful transition into a SEBI RIA

This week on fee-only advisor journey, we showcase Swapnil Kendhe’s successful transition from corporate executive to insurance and mutual fund salesman to a fee-only SEBI registered investment advisor (RIA). Swapnil is part of both fee-only India – an association of fee-only financial planners and the freefincal list of fee-only RIAs. As someone who has witnessed part…

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How a fee-only financial planner helped me

In this article, a client shares how a SEBI registered investment advisor and fee-only financial planner (Swapnil Kendhe) helped him set his finances in order. Those wondering what to expect from a fee-only financial planner will benefit from this. The client prefers the pen name ‘safed pigeon’. About the advisor:  Swapnil is a SEBI Registered Investment…

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Myth Busted: Indians are happy to pay for ‘good’ financial advice

Many advisors and personal finance enthusiasts believe that “Indians are not ready to pay for financial advice”; “products and associated advice should be “pushed” with incorrect expectations ” and the like. Nothing could be farther from the truth. Indians (like any other person from any other country and like any other sensible buyer) are more…

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Why it makes sense to become a defensive (passive) investor

In this article, SEBI registered fee-only advisor Swapnil Kendhe explains why it makes sense for most of us to become defensive (passive) investors. About the author: Swapnil is a SEBI Registered Investment Advisor and part of my fee-only financial planners’ list. You can learn more about him and his service via his website, Vivektaru. In the recently conducted…

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Try these back-of-the-envelope financial planning calculations!

If you do not like to do complex financial planning calculations, here are some interesting and easy to use back-of-the-envelope financial planning calculations! About the author: Swapnil is a SEBI Registered Investment Advisor and part of my list of fee-only financial planners. You can learn more about him and his service via his website Vivektaru….

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Should I pay a financial planner who only recommends index funds?

A natural, emerging question among investors looking for professional help from a SEBI registered fee-only advisor is, “If the financial planner only recommends index funds, why should I engage with him?” We requested SEBI Registered Investment Advisor Swapnil Kendhe to explain the nature of the financial planning process and what clients are actually paying for.

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