Money Skills by Scripbox

Money Skills by Scripbox

By ScripboxBusinessInvesting
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Money Skills by Scripbox episodes

  • Atul Shinghal's Journey from Banker to Scripbox Founder: Building Wealth & Financial Freedom

    In this exclusive episode of Money Skills by Scripbox, Swati Verma, Growth Marketing Manager at Scripbox, sits down with Atul Shinghal, #founder and #ceo of Scripbox. Join us as Atul opens up about his journey from a frugal army upbringing to building a wealth management empire. Discover the mistakes he made, the financial lessons he passes on to his children, and his top advice for aspiring entrepreneurs. Atul’s candid insights on the power of compounding, SIPs, and the importance of financial independence are a must-watch for anyone looking to build lasting wealth. Don’t miss his tips on managing money wisely and his “Cash is King” mantra for young entrepreneurs!

    28 min
  • Investment Secrets: Beat Inflation & Taxes for Long-Term Wealth! | Bharat Phatak's Expert Tips

    In this episode of MoneySkills by Scripbox, we’re joined by investment legend Bharat Phatak, Director at Scripbox, with over 30 years of experience in wealth management. Bharat shares his personal investment journey, his views on navigating economic cycles, and his top principles for building wealth in India. Discover why asset allocation, tax efficiency, and a belief in equity are the foundation of any successful portfolio. Plus, learn why it’s crucial to avoid common investing mistakes, especially in volatile markets, and how to leverage compounding to your advantage. Whether you’re in your 20s, 30s, or beyond, these insights are timeless and actionable.

    30 min
  • Successfully planning and investing for retirement

    In this episode of our podcast, we dive deep into the essentials of "Planning and Investing for Retirement" with Rinju Abraham, Chief Business Officer of PMS at Scripbox. Rinju shares expert insights on building a strong retirement plan, effective investment strategies, and tips for securing a financially comfortable future. Whether you're just starting your investment journey or looking to optimize your retirement savings, this episode has valuable advice for everyone. Tune in and learn how to set yourself up for a stress-free and prosperous retirement.


    23 min
  • Financial Planning Secrets Revealed: Expert Tips from a Wealth Management Pro

    In this episode, host Riney Joy, sits down with Anirudh Dar, Managing Partner at Scripbox, to discuss the fundamentals of financial planning. With 20 years of experience in the wealth management industry, Anirudh has helped over 350 families achieve their financial independence.

    Whether you're just starting your financial journey or looking to refine your planning strategy, Anirudh's valuable perspectives will guide you toward a more secure financial future.

    30 min
  • Insider Tips on NRI Investment Strategies & Taxation

    Navigating the complexities of NRI investments in India & taxation can be challenging, but our guest, Nirav Jagani, AVP Advisory at Scripbox, brings over a decade of experience in financial advising, specifically for NRIs. In this episode, Nirav shares his expert insights on managing investments in India, cross-regime tax advisory, and how #nris can make the most of their financial opportunities.

    Joining him is our host, Varun Girilal, Managing Partner at Scripbox, who guides the conversation to uncover practical strategies for NRIs. Whether you're an NRI looking to optimise your investments or simply want to understand the nuances of cross-border financial management, this episode is packed with valuable advice.

    28 min
  • Mutual funds the way for wealth creation

    In today’s episode, host Velkarthik Anand, Associate Manager of Corporate Development at Scripbox, sits down with A.K. Narayan, Managing Partner at Scripbox, to discuss how mutual funds are the ultimate tool for wealth creation. From young investors watching their money grow to retirees enjoying a steady income through the Systematic Withdrawal Plan (SWP), Narayan shares real-life success stories of clients who have achieved financial freedom at different stages of life. Learn how mutual funds can help you reach your goals—whether it's buying a home, renovating, or securing your retirement. Don’t miss this expert take on wealth creation through mutual funds!

    26 min
  • Responsible Investing

    In this episode of Money Skills by Scripbox, host Jithu Gopal, AVP Product at Scripbox, sits down with Sanjiv Singhal, Founder of Scripbox, to tackle the concept of responsible investing.

    Sanjiv explains how investing responsibly is about prioritising your life's goals and ensuring financial stability for your family. Discover how to balance responsibilities like your child's education, retirement, and buying a home, while also accommodating your lifestyle desires.
    Sanjiv shares practical advice on setting up an emergency fund, securing health and term insurance, and understanding the balance between risk and non-risk investments. Learn how to bulletproof your financial goals against market uncertainties and inflation, ensuring a secure future for you and your loved ones. Tune in to learn how to transform your investment approach from daunting to doable, and how Scripbox can be your trusted guide in this financial journey!

    25 min
  • Unveiling Mutual Fund Risk Profiling Secrets | Risk Profiling in Investment

    In this episode, we explore the essential topic of risk profiling in portfolio management with expert insights from Meyyappan, Senior Vice President of Advisory at Scripbox, and Nirav Jagani, AVP Advisory at Scripbox.

    Join us as we unravel what risk profiling is and why it's critical for achieving investment success. Discover how to accurately create your own risk profile, understand the key factors that influence your ability and willingness to take risks, and learn about common misconceptions and best practices in the field. We’ll also discuss how risk profiles evolve over time, the importance of periodic reviews, and strategies for managing risk during retirement.

    26 min
  • Understanding SEBI's KYC Amendments

    Feeling overwhelmed by the idea of mutual fund KYC compliance? You don’t need to be a compliance expert to stay on top of things!

    In this episode of Money Skills by Scripbox, Vishal Agrawal, Vice President of Operations at Scripbox, and Archana Nair, Associate Group Manager at Scripbox, will guide you through SEBI’s mandate to link your PAN with Aadhaar, along with the subsequent amendments that offer much-needed relief. You'll learn how these changes affect your investments, why staying updated is crucial, and how to navigate these regulatory waters with ease.
    With clear, actionable insights, this episode makes understanding these new rules straightforward. Watch the full episode for a deep dive into the latest updates and practical tips to ensure your mutual fund investments remain in top shape.

    23 min
  • Mind of a measured investor

    Worried about investing because you’re ‘not good at maths’? Well, consider that myth busted because in this episode we show you how investing success has less to do with formulae and more to do with behaviour and the processes you set up for the long term.

    In this episode of Money Skills by Scripbox, host Shikha sits down with Varun Girilal, a Managing Partner at Scripbox. With over 20 years in the wealth management industry, Varun shares simple, yet highly actionable insights on how to manage your emotions and regulate your behaviour through market ups and downs so as to come out ahead.
    By the way, Varun also happens to be a former Ranji cricket player, and shares a very interesting parallel between cricket and the investing process along with practical approaches and real-life examples to help you develop this mindset.

    39 min

About Money Skills by Scripbox

From the publisher's feed

Money Skills by Scripbox is your go-to podcast for demystifying the world of personal finance and investments. Each episode dives into key financial concepts, strategies, and tools to help you make informed decisions about your money.