Master Inflation and Taxes: Bharat Phatak Reveals the Ultimate Wealth-Building Playbook

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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.

Disclaimer: This episode was recorded in July 2024, so market data mentioned may have changed since then.

IN THIS EPISODE
0:00 - Introduction
1:40 - Bharat's Personal Journey
6:34 - Principles of Investing
14:10 - Building the Right Portfolio for Asset Growth
18:46 - Role and Expertise of a Financial Advisor
24:24 - Strategies to Safeguard Investments
27:40 - Experiences That Shift Perspectives

Bharat Phatak | Director, Scripbox

Bharat Phatak, Director at Scripbox, brings over 30 years of investment management expertise, guiding clients through market ups and downs since the 1990s. Known for his deep insights into wealth creation across economic cycles, Bharat is a trusted authority in the industry. His wisdom and experience continue to shape Scripbox’s commitment to long-term financial success.

Connect with Bharat at:
www.linkedin.com/in/bharat-phatak-3814982/

Krithika Muthukrishnan, Chief Data Science Officer, Scripbox

Krithika has over two decades of experience in financial services across the US, Europe, and Asia. She’s passionate about helping families make smart financial choices to achieve financial freedom. As an entrepreneur, she’s also helped over 100,000 students pursue their educational dreams. Krithika holds a management degree from IIM Calcutta.

Connect with Krithika at : www.linkedin.com/in/krithikamuthukrishnan/

Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

About Scripbox:
Scripbox, led by Atul Shinghal, Founder and CEO, and Sanjiv Singhal, Founder and Chief Product Officer, is a digital wealth management service.

Founded in 2012, Scripbox is a pioneer in the digital financial services space and is recognised for creating simple and elegant user experiences in a complex domain. Scripbox uses proprietary algorithms to deliver a holistic view of investments, as well as personalised recommendations for better outcomes.

Scripbox has been recognised as the 2nd most influential financial services brand globally by LinkedIn and has received the Financial Express’ Best Bank Award.

Quick facts:
AUM: 18000 crore
Reach in 1650+ cities and towns across India

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