Managing your money using Value Investing principles! About our - - PowerPoint PPT Presentation

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Managing your money using Value Investing principles! About our - - PowerPoint PPT Presentation

Mar 06, 2023 230 likes •447 views

Managing your money using Value Investing principles! About our promoter Section 1 The journey of PPFAS --------------------------------------------------------------------------- Our core belief and purpose Section 2

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Managing your money using Value Investing principles!

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  • About our promoter
  • The journey of PPFAS
  • Our core belief and purpose
  • Our Investment approach
  • Our product ofgerings
  • Skin in the game
  • Why us?
  • Scheme features and facts
  • Who should invest and how to invest
  • Table of

contents

  • Investment team
  • Other details
  • Section 1

Section 2 Section 3 Section 4 Section 5 Section 6

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  • Multifaceted...Stockbroker, Investor, Author
  • A man who believed in moving with the times…
  • ...without moving away from his core beliefs

About the man who laid the foundation of PPFAS

Late Shri Parag Parikh

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Stopped broking business to avoid conflict of interest in 2014

Established Parag Parikh Financial Advisory Services

1979 1992

Became a public limited company One of the first to get PMS License _ _ _ _ _ _ _ _ _ _ _ _ _

2013

Launched PPFAS Mutual Fund 1996

Helping clients achieve their long-term financial goals since last 40 Years

2015 Became a Pvt.

  • Ltd. Company
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Our Core Belief: The Law of the Farm

“You cannot sow something today

and reap tomorrow! A seed has to go through the various seasons before it turns into a fvlly grown tree. So is the case with Investing.” - Parag Parikh

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Our Purpose…

We rely on the timeless principles of Value Investing to create wealth for you

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1

Purchasing cash generating, low debt businesses

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Partnering with minority-shareholder friendly managements

5

Avoid overpaying……... Purchase with a 'Margin

  • f Safety’

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Partnering with businesses and not merely purchasing stocks

4

Businesses with strong moat/competitive advantage

A glimpse into our Investment Approach

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Why Us?

We consider fund management as a profession rather than a business Skin in the game: We have invested our own money in the scheme along with our investors A tax effjcient investments in International Markets

05 01 02 03 04

We are steadfast believers in the time-tested principles

  • f value investing

Our investment choices are not dictated by factors such as momentum, technical analysis, algorithms

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Parag Parikh Tax Saver Fund

(ELSS) with a 3 year lock-in period July 24, 2019

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  • It is a diversified Equity Fund investing a minimum
  • f 80% of its corpus in Indian equities
  • Eligible for Income tax deduction under section

80/C upto 1.50 Lakhs

Parag Parikh Liquid Fund

An Open Ended Equity Scheme May 11, 2018

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  • A credible alternative to bank fixed deposits,

enabling you to invest to deploy money for short periods

  • Multiple dividend options available
  • Enables you to transact and invest in PPLTEF &

PPTSF through STP, SWP options

Parag Parikh Long Term Equity Fund

An Open Ended Equity Scheme May 24, 2013

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  • The flagship scheme of the fund house
  • A true go anywhere fund, can invest across

geographies wherever we find value

  • Suitable for investors having long term investment

horizon

Our Ofg fgerings

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We value 'Value Investing'! We only include companies with low debt, high cash flows, investor-friendly managements , etc. A Swiss Army knife Parag Parikh Long Term Equity Fund has the flexibility to invest in Indian and foreign companies irrespective of market capitalisation and sectors.

Tax Effj ffjcient

65% of corpus invested in Indian

  • equities. Hence it enjoys the same

tax benefits as any other Indian equity mutual fund scheme, About our Flagship scheme

Parag Parikh Long Term Equity Fund

Continued... Scheme 1

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GLOBAL ADVANTAGE... WITHOUT ANY TAX DISADVANTAGE.* Parag Parikh Long Term Equity Fund (PPLTEF) is one

  • f only a handful of Indian mutual fund schemes to

invest in a basket of Indian and foreign stocks Five reasons why we have chosen to be difgerent are:

  • Reducing ‘country risk’
  • Winners keep rotating
  • Reducing portfolio volatility
  • Wider choice
  • Valuations

Local fund with global focus

Scheme 1

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Scheme 2

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Scheme 3

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Parag Parikh Tax Saver Fund Parag Parikh Long Term Equity Fund

Fund Management Team Low portfolio turnover Investment philosophy Focussed portfolio No Dividend Plan Similarities - PPTSF & PPLTEF

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Parag Parikh Tax Saver Fund Parag Parikh Long Term Equity Fund

Income Tax Relief Lock-in-period Minimum Investment Amount 500 1,000 Foreign securities Difg fgerences - PPTSF & PPLTEF

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Investment Team

Combined experience of 30 + years in managing money

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Understand that equity investments are for the long term Prefer simple investment solutions rather than complex

  • nes

Welcome, rather than fear, stock market volatility

Who should invest...

While the Scheme is open to all Indian investors, it is especially suitable for patient investors who

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Various available modes of investing Forms available at... CAMS centre across India PPFAS presence in Mumbai and Delhi BSE Star MF, NSE NMF & MF Utilities Invest Online through our SelfInvest App, Websites - Forms on https://amc.ppfas.com/ Consult your financial advisors

How to invest...

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Parag Parikh Long Term Equity Fund

Parag Parikh Liquid Fund Parag Parikh Tax Saver Fund

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Thank you