PPFAS Mutual Fund
PPFAS Mutual Fund
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How to choose a Fund Manager?
In this presentation, Mr. Rukun Tarachandani delves into the process of identifying good fund managers. He begins by exploring the debate between active and passive investing, questioning whether it's worth the time and effort to choose a fund manager. He then moves on to discuss the various nuances involved in fund manager selection, covering both qualitative and quantitative criteria, as well as the role of organizational factors in making an informed decision.
Переглядів: 420

Відео

Personal Tax Simplified...
Переглядів 6 тис.2 місяці тому
In this video, Raj Mehta tries to cover different aspects of personal taxation. This is continuation of the Wealth Management series where different aspects of personal finance are being covered. Apart from the taxation rates, he also tries to cover NRI taxation, foreign remittances, inheritance & estate tax as well as different structures in GIFT city.
Estate and Succession planning
Переглядів 2,8 тис.2 місяці тому
Ms. Deepika More stresses the importance of planning for succession and estates to avoid family conflicts and legal battles over inheritance. Proper planning provides peace of mind, financial security for dependents, reduces taxes, and protects assets using tools like wills and trusts. Since different religions have their own inheritance laws, wills and trusts offer benefits like control over h...
Untold truths about Insurance
Переглядів 12 тис.3 місяці тому
In a recent presentation, Mahavir Chopra (Founder - beshak.org) provided valuable insights into the insurance industry. He discussed the 13 untold truths of the insurance industry and what all things a consumer should focus on. He also discussed what common mistakes consumers make while buying insurance. He explained that insurance companies depend on intermediaries to sell their products, high...
Family Business vs Business Families - Understanding the difference
Переглядів 13 тис.4 місяці тому
Mr. Rajeev Thakkar discusses the challenges faced by family businesses, especially when passing on the business to the next generation. He argues that family businesses should transition to becoming a "business family" by separating the business and family aspects. This helps preserve the business if family issues arise and vice versa. Some key challenges for family businesses are: - Dividing t...
Factors driving 'co-working' spaces
Переглядів 10 тис.4 місяці тому
Neeraj Marathe discusses the co-working space industry in India. Some key points: • Co-working spaces provide flexible office spaces for companies where they don't have to worry about operational issues like cleaning, maintenance, etc. This makes it cost effective for companies. • There are different types of co-working models like pure co-working spaces, build to suit spaces, managed offices, ...
Overview of Outsourced Electronics Manufacturing companies
Переглядів 13 тис.5 місяців тому
In this video, Raj Mehta gives an overview of the Outsourced Electronics Manufacturing Industry of India and their evolution. He talks about various business models as well as the major players & their strategies. He also talks about what can be the competitive advantages for any player in the industry.
"What to do once you are rich"
Переглядів 75 тис.7 місяців тому
Mr. Rajeev Thakkar discusses what wealthy individuals should do after accumulating wealth. He talks about various aspects like investments, family businesses, alternatives and structured products. Regarding investments, he mentions that one needs a financial plan irrespective of the size of wealth. He cautions against obsessing over venture capital and startup investments. Though some investmen...
Applications of AI in Medicine
Переглядів 8 тис.7 місяців тому
The medical field has been one of the early adopters of AI tools. After CIO Rajeev Thakkar's video on Recent Developments in AI, Fund Manager Raunak Onkar walks us through the application of AI / ML Technology in the healthcare field. Download the presentation file here: ppfasfof.com/applications-of-ai-in-medicine/
Unitholders' Meet 2023 - Full video
Переглядів 23 тис.8 місяців тому
00:00 Begins 02:52 Brand Video 04:34 CEO, Neil Parag Parikh's entire Presentation: 5:51 Our journey over the past ten years 11:38 Have we walked the talk? 20:48 Product basket and other developments 23:11 Our locations 24:10 On 'Instant Gratification' 28:12 CIO, Rajeev Thakkar's entire Presentation 28:50 Elaborating our Mission: 32:17 On our AUM 33:41 On expectations 37:40 A = P (1 r)n 51:44 Ha...
Recent developments in AI and Investment Implications
Переглядів 39 тис.8 місяців тому
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language models and generative AI. While AI has made great strides in tasks like vision, speech recognition and language processing, debates continue on whether machines have truly achieved human-like intelligence. Download the presenta...
Navigating the Smallcap Landscape: Opportunity and Challenges
Переглядів 29 тис.10 місяців тому
In recent years, the Smallcap sector has garnered significant attention. This presentation employs a data-driven perspective to delve into the Indian smallcap equity market. We aim to determine if there's a genuine opportunity within this segment and, if so, explore the challenges in capitalizing on that opportunity. Timestamp: 00:00 - Intro 01:05 - Smallcap Profit and Market Pool 03:45 - Small...
Stepping Into The Footwear Industry
Переглядів 13 тис.10 місяців тому
This video attempts to provide an understanding of the various aspects of the footwear industry. It highlights the similarities as well as the differences between some of larger listed and unlisted players within the country. Comfy Leather Shoes Manufacturing Process: ua-cam.com/video/6fOpGsUkOjU/v-deo.htmlsi=s-Yzmyknib_V1MOT Download the presentation here: ppfasfof.com/stepping-into-the-footwe...
Understanding Wealth Management Industry
Переглядів 13 тис.Рік тому
Research Analyst Yashodhan Nerurkar speaks about the different aspects of the Wealth Management industry & discusses the players, the business models & where the industry is heading towards with the introduction of fintechs and robo advisors. Timestamps: 00:00 - Speaker's Intro 00:46 - Introduction 04:12 - Primer and history of Wealth Management Industry 09:30 - Functions of a wealth manager 10...
Understanding the Agri-Inputs Industry
Переглядів 8 тис.Рік тому
This video is an attempt to break-down and understand the Agri-Inputs Industry. Abhishek Goenka - Equity Research Analyst, talks about the various sub-segments, product value chain & key drivers. Also talks about current global scenario of Agro-chemicals and major players in the Agri-Inputs industry. Timestamp: 00:42 - Intro 00:43 - Introduction to Agri Economy 04:43 - Fertilizer Industry 10:18...
Decoding the Real Estate sector
Переглядів 12 тис.Рік тому
Decoding the Real Estate sector
Glimpses of our Ten Year Journey
Переглядів 4,6 тис.Рік тому
Glimpses of our Ten Year Journey
Investment opportunities in Fixed Income Space
Переглядів 11 тис.Рік тому
Investment opportunities in Fixed Income Space
How to evaluate PSU companies
Переглядів 20 тис.Рік тому
How to evaluate PSU companies
Decoding Plastic Pipes industry in India
Переглядів 10 тис.Рік тому
Decoding Plastic Pipes industry in India
41. Apple Inc
Переглядів 6 тис.Рік тому
41. Apple Inc
42. NMDC
Переглядів 3,2 тис.Рік тому
42. NMDC
43. Covered Calls
Переглядів 3 тис.Рік тому
43. Covered Calls
44. PPFAS IPO related
Переглядів 1,6 тис.Рік тому
44. PPFAS IPO related
45. Stock picking in PPCHF vs PPFCF
Переглядів 2,1 тис.Рік тому
45. Stock picking in PPCHF vs PPFCF
46. Bajaj stocks in the PPTSF portfolio
Переглядів 1,8 тис.Рік тому
46. Bajaj stocks in the PPTSF portfolio
47. IEX
Переглядів 6 тис.Рік тому
47. IEX
48. PPCHF related - State Development Loans (SDLs) and 'AAA' rated bonds
Переглядів 1,2 тис.Рік тому
48. PPCHF related - State Development Loans (SDLs) and 'AAA' rated bonds
49. New Fund Offers and PMS from PPFAS Mutual Fund
Переглядів 2,8 тис.Рік тому
49. New Fund Offers and PMS from PPFAS Mutual Fund
50. Berkshire Hathaway
Переглядів 1,7 тис.Рік тому
50. Berkshire Hathaway

КОМЕНТАРІ

  • @SandeepSharma-xg6ir
    @SandeepSharma-xg6ir 33 хвилини тому

    Need new video

  • @rajeshgadda2824
    @rajeshgadda2824 3 години тому

    Anchor of National Television is so simple and decently speaking as compared to the private news channels where most of the anchors are barking all the times trying to sensationalize each & every bit of news 🤣🤣🤣. Hearing the channel peacefully. Love this anchorman

  • @aaryansharma1568
    @aaryansharma1568 8 днів тому

    This is a Gem of a Lecture/ Presentation and a handful of people know about it.

  • @monsurhabib
    @monsurhabib 9 днів тому

    " I gues we will never know " 🤟🤟

  • @IndiaBusinessInsights
    @IndiaBusinessInsights 9 днів тому

    Excellent presentation. We have independently done competitive studies in this industry for multiple years. I would have liked a little bit more on the product mix. In fact, many of these companies used to give out PVC : CPVC mix, this would explain the profitability. Typically Lubrizol licensees have higher costs, and higher realizations. A little bit of coverage on shift of Astral from Lubrizol to Japanese sources for CPVC and its own compound mixing, how it has been able to reduce costs per kg. Also, there is a significant difference between companies in terms of Marketing expenses. While some pay large amounts to brand expenses, there are others, where the marketing expenses are largely on annual turnover rebates, dealer promotions etc. On tanks, there is a very large Third party manufacturing network..etc.. Overall an excellent presentation. Look forward to the next update presentation on this industry. The most exciting period for this industry is actually after the period of this presentation.

  • @navinkumardharman2988
    @navinkumardharman2988 9 днів тому

    Wow...pure gold...wonderful presentation sir. Thanks ❤

  • @trishulmody
    @trishulmody 9 днів тому

    11/08/2024

  • @sidhantjain1353
    @sidhantjain1353 10 днів тому

    Among the best FOF presentations.

  • @ne7810
    @ne7810 11 днів тому

  • @001vgupta
    @001vgupta 20 днів тому

    Wonderfully wise words. Regards.

  • @keepGoing612
    @keepGoing612 23 дні тому

    Audio quality problem

  • @user-ty5bc3kr1e
    @user-ty5bc3kr1e 24 дні тому

    Thank you for sharing this video

  • @jcng5
    @jcng5 25 днів тому

    This is a gem on OTA and GDS

  • @ABHISHEK0058
    @ABHISHEK0058 25 днів тому

    Look at BYD now

  • @rajataakash8326
    @rajataakash8326 Місяць тому

    Recommended in 2024,. good to see this video

  • @user-ty5bc3kr1e
    @user-ty5bc3kr1e Місяць тому

    Started listen to your videos recently Sir.

  • @Somnath_Explorer_01
    @Somnath_Explorer_01 Місяць тому

    insightful. Great effort

  • @user-ty5bc3kr1e
    @user-ty5bc3kr1e Місяць тому

    Thank you so much for these insightful videos ❤

  • @vimalkumark4583
    @vimalkumark4583 Місяць тому

    Super parag sir

  • @khushalahuja4786
    @khushalahuja4786 Місяць тому

    Doesn't give an answer to what if he leaves ? You have assurance of words/reasons : he will not

  • @rb-ct4ri
    @rb-ct4ri Місяць тому

    Insightful ❤

  • @TendulkarArkun
    @TendulkarArkun Місяць тому

    Great Lecture, Great learmings 😊

  • @its_koushik_yt2647
    @its_koushik_yt2647 2 місяці тому

    Madam please help me 🙏 My PPFAS folio linked bank account is closed. I can't redeem my money 😭.

  • @its_koushik_yt2647
    @its_koushik_yt2647 2 місяці тому

    Sir please help me 🙏 My PPFAS folio linked bank account is closed. I can't redeem my money 😭.

  • @alok524
    @alok524 2 місяці тому

    If someone is a working professional and also has STCG/LTCG, then which ITR form should be filled? ITR 2 or ITR 3?

  • @gobaraGanesh
    @gobaraGanesh 2 місяці тому

    Super

  • @VGAKarnataka
    @VGAKarnataka 2 місяці тому

    ua-cam.com/video/-4Gy4pAYAFo/v-deo.htmlsi=Y-eGkRw86irPGHT6 Fyi

  • @Rockstar_london
    @Rockstar_london 2 місяці тому

    its looks like better not to earn, then learn these tax options.

  • @ParthSarthi-oj1nm
    @ParthSarthi-oj1nm 2 місяці тому

    Very good presentation.

  • @nitinkumar-iz5ux
    @nitinkumar-iz5ux 2 місяці тому

    Great knowledgeable presentation. Thanks Mr. RAJ.

  • @DeepSukhwani
    @DeepSukhwani 2 місяці тому

    I (read as eye) as in Ice Cream - Iowa not Lowa (L as in Lion)

    • @rajmehta2971
      @rajmehta2971 2 місяці тому

      Yes, thank you for pointing it out. Will keep it in mind next time.😊

    • @ajaysanchaniya13
      @ajaysanchaniya13 2 місяці тому

      Hi Raj I am NRI how I can reach you for further clarification

  • @yogesh_agarwal
    @yogesh_agarwal 2 місяці тому

    She tried her best to simplify things. 👍

  • @adityabhadauria4892
    @adityabhadauria4892 2 місяці тому

    Lots to learn here

  • @gonitdarshon3841
    @gonitdarshon3841 2 місяці тому

    ❤❤

  • @Peebee01
    @Peebee01 2 місяці тому

    Please explain capture ratio to idiots. I did not understand.

  • @blessonjacob8985
    @blessonjacob8985 2 місяці тому

    PPFAS hired a trainee at low cost.. 😢

  • @navin2719
    @navin2719 2 місяці тому

    Is she learning or teaching....... Poor presentation with no homework.... Just reading the notes, that too poor .. din not expect such a poooooor show form PPFAS

  • @AbhishekSingh-ep3gt
    @AbhishekSingh-ep3gt 2 місяці тому

    Very bad presentation or quality. First video from PPFAS I will be closing in first 15 mins. Sad to see you going down the quality curve !

  • @gowhardurani
    @gowhardurani 2 місяці тому

    Poor presentation skills

  • @pawmin88
    @pawmin88 2 місяці тому

    Very good

  • @mallikmeti
    @mallikmeti 2 місяці тому

    Parag Sir is looking so handsome here

  • @jayeshladani877
    @jayeshladani877 2 місяці тому

    Wonderful session

  • @virenderyadav835
    @virenderyadav835 2 місяці тому

    🙏🙏

  • @uttiosaha4692
    @uttiosaha4692 2 місяці тому

    Mm:SS 32.07.. There was a time of 00 LTCG, no tax on dividend😢

  • @shashankraj7416
    @shashankraj7416 2 місяці тому

    Brilliant presentation. Thanks a lot