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.

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.

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.

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.

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!

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.

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.

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!

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.

Want to expand your investing options but worry about losing money? Sure, markets can be volatile but a disciplined, portfolio-based approach can smooth out the inevitable bumps on the road!

In this episode of Money Skills by Scripbox, Sanjiv Singhal sits down with Rinju Abraham, Chief Business Officer of Scripbox’s PMS business. Rinju shares his extensive knowledge on asset allocation, a crucial part of investment strategy that he helped build out at Scripbox. Learn about the philosophy behind asset allocation, its benefits, and how it can optimize your investment returns while managing risk from a seasoned expert in the field!