Managing your money using Value Investing principles!...Scheme features and facts ... and not merely...
Transcript of Managing your money using Value Investing principles!...Scheme features and facts ... and not merely...
Managing your money using Value Investing principles!
● About our promoter
● The journey of PPFAS
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● Our core belief and purpose
● Our Investment approach ----------------------------------------------------------------------------
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● Our product offerings
● Skin in the game
● Why us?
● Scheme features and facts
● Who should invest and how to invest
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Table of contents
● Investment team
● Other details ----------------------------------------------------------------------------
Section 1
Section 2
Section 3
Section 4
Section 5
Section 6
● 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
Stopped broking business to avoid conflict of interest
in 2014
Established Parag Parikh Financial
Advisory Services 1979
1992Became a public limited company
One of the first to get PMS
License
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2013
Launched PPFAS Mutual Fund
1996
Helping clients achieve their long-term financial goals since last 40 Years
2015
Became a Pvt. Ltd. Company
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 fully grown tree. So is the case with Investing.” - Parag Parikh
Our Purpose…
We rely on the timeless principles of Value Investing to create wealth for you
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Purchasing cash generating, low debt businesses
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Partnering with minority-shareholder friendly managements
5 Avoid overpaying……... Purchase with a 'Margin of Safety’
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Partnering with businesses and not merely purchasing stocks
4Businesses with strong moat/competitive advantage
A glimpse into our Investment Approach
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 efficient investments in International Markets
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We are steadfast believers in the time-tested principles of value investing
Our investment choices are not dictated by factors such as momentum, technical analysis, algorithms
Parag Parikh Tax Saver Fund
(ELSS) with a 3 year lock-in periodJuly 24, 2019
● It is a diversified Equity Fund investing a minimum of 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 Liquid Scheme May 11, 2018
● 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 PPFCF &
PPTSF through STP, SWP options
Parag Parikh Flexi Cap Fund
An open-ended dynamic Scheme May 24, 2013
● 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 Offerings
We value 'Value Investing'!
We only include companies with low debt, high cash flows, investor-friendly managements , etc.
A Swiss Army knife
Parag Parikh Flexi Cap Fund has the flexibility to invest in Indian and foreign companies irrespective of market capitalisation and sectors.
Tax Efficient65% 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 Flexi Cap Fund
Continued...
Scheme 1
GLOBAL ADVANTAGE... WITHOUT ANY TAX DISADVANTAGE.*
Parag Parikh Flexi Cap Fund (PPFCF) is one of 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 different are:● Reducing ‘country risk’● Winners keep rotating● Reducing portfolio volatility● Wider choice● Valuations
Local fund with global focusScheme 1
Scheme 2
Scheme 3
Parag Parikh Tax Saver Fund
Parag Parikh Flexi Cap Fund
Fund Management Team
Low portfolio turnover
Investment philosophy
Focussed portfolio
No Dividend Plan
Similarities - PPTSF & PPFCF
Parag Parikh Tax Saver Fund
Parag Parikh Flexi Cap Fund
Income Tax Relief u/s 80C
Lock-in-period
Minimum Investment Amount
500 1,000
Foreign securities
Differences - PPTSF & PPFCF
Investment Team
Combined experience of 30 + years in managing money
Understand that equity investments are for the long term
Prefer simple investment solutions rather than complex ones
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
Various available modes of investing
Forms available at...CAMS centre across India PPFAS presence in Mumbai, Delhi, Bengaluru, Chennai, Pune, Hyderabad and Kolkata
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...
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Thank you