PPFAS Mutual Fund

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Parag Parikh Financial Advisory Services (PPFAS) Mutual Fund has been in existence in the Indian Mutual Fund Industry since 2012. The company till date, has only one mutual fund scheme which is its flagship scheme - Parag Parikh Long Term Equity Fund. This mutual fund company is managed by PPFAS Asset Management (PPFAS AMC). PPFAS Mutual Fund’s mission is to accomplish the long-term financial goals of its investors via shrewd and profitable fund management. The fund house believes that the process of investing need not be complicated and as a result, it aims to be simple in its scheme design, investing process, and operations. This way, investors get total convenience when transacting on the funds (be it adding additional units to the scheme or opting for redemption).

The AMC is managed by Parag Parikh Financial Advisory Services Pvt. Ltd. It is a boutique investment advisory firm set up in 1992 and has crafted its reputation on the basis of its performance. PPFAS Pvt. Ltd., has over two decades of varied experiences and a sound knowledge about the functioning of the equity and fixed income market. PPFAS Pvt. Ltd. offers portfolio management services, NRI Investments, and Mutual Funds. This mutual fund company differentiates itself from other mutual fund companies based on the below USPs that work in favor of the AMC.

  • The mutual fund company does not aim to please everyone. It caters to a singular objective and marshals its resources towards accomplishing this objective.
  • The fund house does not have a sales team.
  • Educating the investors before they invest is the aim of the mutual fund company.
  • It has only one equity scheme (Parag Parikh Long Term Equity Fund) and one liquid fund scheme (Parag Parikh Liquid Fund)
  • PPFAS Mutual Fund does not accept money in case of exorbitant valuations.

Most of the Mutual Fund Houses offer a bouquet of mutual fund schemes in debt, hybrid, thematic, equity, or ELSS, so that customers can select an appropriate scheme as per their specific needs. This AMC prefers to keep just two funds in its fund management basket and divert their full attention to its management. Their rationale behind offering only these scheme is to help the investors instead of confusing them. These schemes are Parag Parikh Long Term Equity Fund and Parag Parikh Liquid Fund

Date of setupOctober 10, 2012
Sponsor(s)Parag Parikh Financial Advisory Services Pvt Ltd.
AddressGreat Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai 400001
Tel022 - 61406555
Fax022 - 61406590

Why Choose PPFAS Mutual Fund?

  • Long-term investment

    : PPFAS Long Term Value Fund aims to generate long-term capital appreciation and smart fund management to cope with the risks associated with equity trading.

  • No compromise on tax saving

    : By investing in PPFAS Mutual Fund, investors are able to leverage the advantage of diversifying across various geographies without compromising on the tax benefits accruing to an Indian Equity Fund.

  • Good for investors with high risk appetite

    : Investors with a high-risk appetite can invest in PPFAS Mutual Fund and keep it running for long term to see that wealth corpus grow substantially.

Fund Managers at PPFAS Mutual Fund

  • Rajeev Thakkar, Chief Investment Officer & Equity Fund Manager:

    Rajeev Thakkar's possesses relevant experience of over two decades in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.

    Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management. Rajeev's academic inclination is evident in the plethora of degrees earned by him. He is a Chartered Accountant, Cost Accountant and CFA Charterholder.

  • Raj Mehta, Fund Manager - Debt:

    He has collectively over 4 years of experience in investment research. He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013.

    He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.