Investor’s Guide: How This Expert Made Rs 1.25 Cr In Just 5 Months — And Paid 0% Tax

Financial pedagogue and investor Akshat Shrivastava has revealed that he earned astir Rs 1.25 crore successful profits from a publically disclosed equity portfolio built complete nan past 5 months — and paid 0% superior gains taxation successful nan process. With an first superior of astir Rs 8 crore, nan portfolio was chiefly invested successful US-based high-quality equities specified arsenic Google, Meta, and Netflix.

While nan header fig whitethorn excite aspiring investors, nan laminitis of Wisdom Hatch emphasized that nan consequence reflects years of discipline, learning, and strategy, not overnight success. “Before you get excited to make crores, fto maine stock immoderate honorable lessons I’ve learnt on nan way,” he wrote connected societal level X, listing 12 takeaways aimed astatine unit investors.

One of his cardinal messages was that building superior is basal to making meaningful returns. He warned against quitting a occupation to prosecute banal trading full-time, advising alternatively to attraction connected income maturation and put surplus funds. “The existent alteration successful your wealthiness happens ONLY erstwhile you person nan courageousness to put a large chunk of your nett worthy into a high-growth asset,” he noted

Shrivastava said his strategy avoided SIPs successful favour of lump-sum investing, particularly during marketplace downturns. Most of his buying was done successful April 2025, erstwhile markets dipped owed to waste and acquisition warfare concerns. “If 90% of investors travel strategy X, it’s a commonplace strategy now. You request to study thing other and trump that,” he wrote.

Investing lessons for investors

Big superior is basal – Without important capital, you're very improbable to make large money successful nan banal market.

Don’t discontinue your occupation to waste and acquisition full-time – Focus connected building a unchangeable income first. Use that income to put and build semipermanent wealth.

Learn fundamentally – Unless you understand markets deeply, you won’t person nan courageousness to allocate a awesome stock of your nett worthy to equities.

Wealth changes only pinch large allocation – Putting ₹5 lakh erstwhile your nett worthy is ₹1 crore won’t move nan needle. Putting ₹70 lakh will.

Courage comes from knowledge – You request condemnation to put boldly, and that condemnation only comes from deep, basal understanding.

Avoid herd strategies – Most of his investments were lump-sum buys. If 90% of investors usage strategy X (like SIPs), it’s apt overused. Find your edge.

Invest during bad times – Above-market returns are made erstwhile you put during corrections, not erstwhile you pursuit rallies.

Wait patiently pinch rate – He held rate for 4 months and deployed it successful April 2025 erstwhile nan marketplace dipped owed to waste and acquisition warfare fears.

Use tax-efficient structures – His full portfolio pays 0% superior gains taxation owed to world taxation residency structuring.

Focus connected high-quality assets – All holdings were successful premium US equities for illustration Google, Meta, Netflix, etc.

Expand your finance surface science – Having entree to aggregate markets (India, US, UAE, etc.) gives investors much state and opportunities.

Chase opportunities, not sound – As an investor, your occupation is to find existent worth and enactment connected it — not to travel hype.

Paying superior gains tax

He besides addressed disapproval regarding his 0% superior gains tax, explaining that his portfolio is system done world taxation residencies. “I was tired of paying my taxes to freeloaders,” he said. “But I still want to support my nation. So really do I find a balance? Simple: I determine wherever my superior goes.”

Shrivastava clarified that alternatively of paying taxes into inefficient systems, he plans to reinvest each profits from this money into Indian startups. “When you support a hard-working, resource-constrained laminitis successful India, they tin make jobs successful our country. So each azygous portion of money I prevention and make via this money goes towards this goal,” he said.

He plans to constitute 6–8 cheques a year, each ranging from Rs 10–50 lakh, to backmost early-stage Indian ventures. “I cognize thing astir angel investing… but hey, life is each astir learning caller things!” he added.

Published on: Jun 7, 2025 3:43 PM IST