Generated by All in One SEO v5.0.1, this is an llms.txt file, used by LLMs to index the site. # Financial Opportunities Forum Finance Demystified! ## Sitemaps - [XML Sitemap](https://ppfasfof.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Why NPS Matters- The Smart Choice for Retirement Planning](https://ppfasfof.com/why-nps-matters-the-smart-choice-for-retirement-planning/) - Retirement is a long-term journey, and we believe how your retirement money is managed matters a lot. But how does NPS actually work, and why should you consider it as part of your retirement planning? In the full video, we break down NPS, why it matters, and what you should know before making that decision. - [India's Gateway to the World: Navigating the GIFT City Ecosystem | Financial Opportunities Forum](https://ppfasfof.com/indias-gateway-to-the-world-navigating-the-gift-city-ecosystem-financial-opportunities-forum/) - In this episode of the Financial Opportunities Forum, Mr. Nirmal Bari and Mr. Akshay Falgunia discuss the fundamental features of an International Financial Centre (IFC). They briefly cover the factors that differentiate successful IFCs from those that have struggled, and examine the current position of GIFT IFSC against these parameters. The discussion also highlights the - [Brewed for Scale: Understanding the Global Beer Industry](https://ppfasfof.com/brewed-for-scale-understanding-the-global-beer-industry/) - In this episode of the Financial Opportunities Forum, Ms. Evita Godinho takes a deep dive into the global beer industry and explains why beer is a far more complex consumer business than it may first appear. While beer may seem similar to other alcoholic beverages or FMCG products, its economics are heavily influenced by brewing - [From Fiber to Fashion: Value chain, Brands & Tariffs](https://ppfasfof.com/from-fiber-to-fashion-value-chain-brands-tariffs/) - In this episode of Financial Opportunities Forum, Mr. Vatsal Kapadia breaks down the textile and apparel industry from fiber to fashion, covering the full value chain and how different segments operate. The video covers the economics of each segment in the value chain and how value is captured and distributed within these segments. It also - [Showroom to Spreadsheets: Decoding Indian Car Dealerships](https://ppfasfof.com/showroom-to-spreadsheets-decoding-indian-car-dealerships/) - In this episode of the Financial Opportunities Forum, Mr. Pratik Rathi explores the competitive dynamics within the auto dealership ecosystem and the economics of setting up and scaling dealerships. It highlights why dealership businesses can be attractive investments compared to OEMs and Auto Ancillaries, particularly due to their recurring revenue streams. The discussion covers multiple - [Successful Traits of Programmatic Acquirers - A Unique Playbook for Repeatable M&A](https://ppfasfof.com/successful-traits-of-programmatic-acquirers-a-unique-playbook-for-repeatable-ma/) - Programmatic acquirers treat M&A as a systematic, repeatable capability rather than a one-off event. Instead of pursuing large, transformative deals, they consistently acquire smaller, strategically aligned businesses at reasonable valuations and integrate them seamlessly into the core business.In this episode of Financial Opportunities Forum, Mr. S. Prawin Visesh discusses the cultural traits that underpin this - [From Toll bridge to Aerobridge - Business of Airports explained](https://ppfasfof.com/from-toll-bridge-to-aerobridge-business-of-airports-explained/) - In this presentation, Shantanu Bawari compares the business model of Airports to a "toll bridge". He then provides an in-depth analysis of the airports' operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one could consider while analyzing an airport company and contrasts Indian airports with their global - [Decoding the Flavors & Fragrances Industry](https://ppfasfof.com/decoding-the-flavors-fragrances-industry/) - The global flavors and fragrances market size is estimated at USD 30.4 billion in 2023. The industry is driven by rising demand and preference for processed food, personal care & cosmetic products globally. Rising disposable income in emerging economies like India and China coupled with population growth, is expected to augment demand for personal care - [Understanding the Hospital Industry in India](https://ppfasfof.com/understanding-the-hospital-industry-in-india/) - The hospital industry is emerging rapidly due to progression in technology, increasing penetration in health insurance and growth in various lifestyle diseases across the country. Existing hospital chains are attracting fresh investment from domestic as well as international players to fund expansion in terms of investment in next-generation tools for diagnosis, geographical expansion, with a - [Understanding the Agri-Inputs Industry](https://ppfasfof.com/understanding-the-agri-inputs-industry/) - 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. DOWNLOAD PRESENTATION - [Deep Dive into Life-Science Tools and Diagnostics Industry](https://ppfasfof.com/deep-dive-into-life-science-tools-and-diagnostics-industry/) - The Life-Science Tools & Diagnostics sector forms the essential infrastructure that powers modern drug discovery, development and clinical decision-making. It spans high-precision instruments, consumables, software and diagnostic platforms used by pharma, biotech, CROs, academic labs and hospitals. These products are mission-critical, recurring in nature, and embedded across R&D pipelines. Download the Presentation - [Stock Exchanges - A Toll Bridge to Capital Markets](https://ppfasfof.com/stock-exchanges-a-toll-bridge-to-capital-markets/) - In this presentation, Shantanu Bawari compares the Indian stock exchange business model to a "toll bridge". He then provides an in-depth analysis of the exchanges' operations, covering their offerings and few unique expenses. He also examines the unit economics of key offerings and briefly contrasts Indian exchanges with their global peers. The presentation's key purpose - [Luxury Retail: Investing in Indulgence](https://ppfasfof.com/luxury-retail-investing-in-indulgence/) - Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how investors should think about growth, risks, and valuations in this glamorous yet demanding - [Workforce on Demand: Mapping India's Staffing Ecosystem](https://ppfasfof.com/workforce-on-demand-mapping-indias-staffing-ecosystem/) - Download the Presentation - [General Insurance 101](https://ppfasfof.com/general-insurance-101/) - Understanding the General Insurance Sector and its financials Download the Presentation - [Value Retail - An Expensive Bargain?](https://ppfasfof.com/value-retail-an-expensive-bargain/) - Retail is tricky—tight margins, supply chaos, and changing tastes. Jinal Jain dives into India’s value retail space, breaking down strategies, players, and valuations. Is there still value, or are these ‘bargains’ costing too much? Download the Presentation - [Managing Rich People's Money](https://ppfasfof.com/managing-rich-peoples-money/) - At a time where wealth managers are in high demand, this video tries to explore the different business models and what motivates their decision making.Mutual Fund investments are subject to market risks, read all scheme related documents carefully.* DOWNLOAD THE PRESENTATION - [Overview of Indian Stationery & Arts market](https://ppfasfof.com/overview-of-indian-stationery-arts-market/) - In this presentation, Raj Mehta gives an overview of the global stationery market with key players followed by deep dive into the Indian market. He also discusses various sub-segments within stationery market and what are the growth triggers for the various segments as well as key players in each of the segments. DOWNLOAD THE PRESENTATION - [Real Estate : Why US Homebuilders went Asset Light](https://ppfasfof.com/real-estate-why-us-homebuilders-went-asset-light/) - Fund Manager Rukun Tarachandani explores how the business model of U.S. homebuilders has evolved, what drove their move towards an asset-light model, and how it compares to the approach of Indian real estate companies. Download Presentation - [Decoding Hotels Industry - The Asset Right Way](https://ppfasfof.com/decoding-hotels-industry-the-asset-right-way/) - The hotel industry has long been known for its cyclical nature, but how are global hotel chains adapting to these cycles? And how is the Indian hotel industry evolving to follow suit? In this presentation, Ms Jinal Jain from the PPFAS Research Team explores the history of the Indian hotel industry and how it is - [Car is the New Smartphone? - Lessons from Chinese Electric Vehicles](https://ppfasfof.com/car-is-the-new-smartphone-lessons-from-chinese-electric-vehicles/) - After a recent trip to China, Fund Manager - Raunak Onkar wonders whether the current wave of Electric Vehicles resembles the development of the Smartphone. Download presentation - [Blitzscaling - The Softbank Protocol](https://ppfasfof.com/blitzscaling-the-softbank-protocol/) - Here, Rajeev Thakkar profiles Masayoshi Son, an entrepreneur who has experienced soaring highs and gut-wrenching lows over the past few decades. While apparently being a strong believer in the adage that... “In a battle between the crazy guy and the smart guy, the crazy guy always wins”, the episode seeks to discern the method behind - [Understanding the Payments Ecosystem](https://ppfasfof.com/understanding-the-payments-ecosystem/) - In this video we explores India's payments ecosystem, focusing on its growth, structure, key players, and future trends. Download presentation - [Quick Commerce - Can it revolutionize the retail industry?](https://ppfasfof.com/quick-commerce-can-it-revolutionize-the-retail-industry/) - Retail Industry is an age old industry which might just be on the cusp of being revolutionized. This presentation aims to explore whether "Quick Commerce" as a format is desirable, both from a practical point of view as well as a financial point of view relative to the Kirana stores or the Supermarkets. Download Presentation - [Rise & Fall of Business Families](https://ppfasfof.com/rise-fall-of-business-families/) - Are Business Families destined to fail across generations? It depends on who you ask. Raunak Onkar (Fund Manager & Research Head at PPFAS Mutual Fund) taps into the history of several business families in India & outside. He discusses the common themes for success & failure of business families. There are a lot of books - [How to choose a Fund Manager?](https://ppfasfof.com/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 - [Personal Tax Simplified...](https://ppfasfof.com/personal-tax-simplified/) - 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 - [Estate and Succession planning](https://ppfasfof.com/estate-and-succession-planning/) - 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 - [Untold truths about Insurance](https://ppfasfof.com/untold-truths-about-insurance/) - 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 - [Family Business vs Business Families - Understanding the difference](https://ppfasfof.com/family-business-vs-business-families-understanding-the-difference/) - 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 - [Factors driving 'co-working' spaces](https://ppfasfof.com/factors-driving-co-working-spaces/) - 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 - [Overview of OutsourcedElectronics Manufacturing companies](https://ppfasfof.com/overview-of-outsourcedelectronics-manufacturing-companies/) - ["What to do once you are rich"](https://ppfasfof.com/what-to-do-once-you-are-rich/) - 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 investments do - [Applications of AI in Medicine](https://ppfasfof.com/applications-of-ai-in-medicine/) - 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 presentation - [Recent developments in AI and Investment Implications](https://ppfasfof.com/recent-developments-in-ai-and-investment-implications/) - 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. - [Navigating the Smallcap Landscape: Opportunity and Challenges](https://ppfasfof.com/navigating-the-smallcap-landscape-opportunity-and-challenges/) - 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. DOWNLOAD PRESENTATION - [Stepping Into The Footwear Industry](https://ppfasfof.com/stepping-into-the-footwear-industry/) - 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: https://youtu.be/6fOpGsUkOjU?si=s-Yzmyknib_V1MOT Download presentation Palak Dalal. - [Understanding Wealth Management Industry](https://ppfasfof.com/understanding-wealth-management-industry/) - 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. - [Decoding the Real Estate sector](https://ppfasfof.com/decoding-the-real-estate-sector/) - [Investment opportunities in Fixed Income Space](https://ppfasfof.com/investment-opportunities-in-fixed-income-space/) - DOWNLOAD THE PRESENTATION - [How to evaluate PSU companies](https://ppfasfof.com/how-to-evaluate-psu-companies/) - PSU’s can be a hit & miss while investing. PPFAS Mutual Fund CIO, Rajeev Thakkar walks us through various aspects while studying government owned businesses in India. - [Decoding Plastic Pipes industry in India](https://ppfasfof.com/decoding-plastic-pipes-industry-in-india/) - In this video, Raj Mehta gives an overview of the Plastic Pipes Industry of India and their evolution. This is the 3rd part of the Building materials series (1st part being tiles industry and 2nd being paints industry). He talks about various product categories as well as the major players & their strategies. He also - [Discussion on the tiles sector and overall building materials industry](https://ppfasfof.com/discussion-on-the-tiles-sector-and-overall-building-materials-industry/) - Nitty gritties of investing in building material companies and more specifically the tile companies. The talk covers the competition from unorganised players, export potential for companies in the industry, premiumisation trends, and the impact of recent regulation changes on the industry. - [Global Snacking Industry](https://ppfasfof.com/global-snacking-industry/) - In this video, Raj Mehta gives an overview of the packaged foods industry of India as well as globally. He talks about various sub categories as well as the major players & their strategies. Disclaimer: Most of this industry is unorganized and it is difficult to get authentic industry data. Sources for all the data - [Decoding Auto Ancillaries](https://ppfasfof.com/decoding-auto-ancillaries/) - This presentation is an attempt to decode the way that the Auto Component Industry operates and what factors should an investor keep in mind when investing in this industry. download the presentation - [Understanding the Digital Advertising Business](https://ppfasfof.com/understanding-the-digital-advertising-business/) - From Mad Men to Mad Tech, the Digital Advertising industry has seen a remarkable growth & evolution in the past decades. Fund Manager Raunak Onkar, walks us through these changes. - [NeoBanks - Future of Banking](https://ppfasfof.com/neobanks-future-of-banking/) - In this video we discuss how the Banking Industry has evolved globally, Concept of NeoBanks and try to understand if they are ready to overtake traditional banks. download presentation - [Business and Capital Market Environment](https://ppfasfof.com/business-and-capital-market-environment/) - Rajeev Thakkar provides a few glimpses into the variables driving today's markets... and also looks ahead to how the transition to green energy may pan out. download presentation - [Evolution of Indian Broking Industry](https://ppfasfof.com/evolution-of-indian-broking-industry/) - Yashodhan Nerurkar - Research Analyst talks about how the Indian broking industry has come a long way from a era where brokers met physically to execute trades to an era which is led by a digital revolution; what the future looks like... and who would survive - discount brokers or traditional brokers or both? - [Remembering Parag Parikh and takeaways from 2015 Berkshire Hathaway Meeting.](https://ppfasfof.com/remembering-parag-parikh-and-takeaways-from-2015-berkshire-hathaway-meeting/) - In the Financial Opportunities Forum (FOF) held on 26th May 2015, the following were the sequence of speakers and their contributions: Neil Parag Parikh, CEO of PPFAS Mutual Fund narrated the life story of late Mr. Parag Parikh. He discussed about the value system followed by Parag bhai in life itself and applying behavioral finance - [The World of Consumer Durables: Fast Moving Electrical Goods](https://ppfasfof.com/the-world-of-consumer-durables-fast-moving-electrical-goods/) - An overview of the fast moving electrical goods industry along with a snapshot of some of the listed players. Please Note: A portion of the video (between 22:34 and 23:44 minutes) has been intentionally blurred. download the presentation - [Understanding the World of Artificial Intelligence](https://ppfasfof.com/understanding-the-world-of-artificial-intelligence/) - Companies across sectors are talking of investments and increased productivity from Artificial Intelligence/Machine Learning (AI/ML). In this talk, Rukun Tarachandani (PPFAS MF - Fund Manager) takes a look at why & how AI/ML is making a difference to business, the challenges that companies face in adopting AI/ML and the companies that are trying to address - [Understanding the Gaming Industry](https://ppfasfof.com/understanding-the-gaming-industry/) - Gaming has become our extended virtual life & Fund Manager Raunak Onkar walks us through some of the developments in the Gaming Industry & how the business of gaming works. download the presentation file - [Valuing Newly Listed (Loss Making) Unicorns](https://ppfasfof.com/valuing-newly-listed-loss-making-unicorns/) - CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies. Blog suggestion by Rajeev Thakkar: https://sajithpai.medium.com/exhaust-fumes-or-understanding-startup-valuations-610897d7bcf8 Sebastian Mallaby's book: https://neckar.substack.com/p/a-history-of-systematic-serendipity?utm_source=url&s=r dowNLOAD THE PRESENTATION FILE - [Food Services Industry in India](https://ppfasfof.com/food-services-industry-in-india/) - In this video, Raj Mehta gives an overview of the Food Services Industry (FSI) of India and more specifically the QSR space. He also discusses the key metrics to keep a track of in the QSR industry and compares various players present in the industry. He compares them to the business models of global brand - [Indian Power Sector 2.0](https://ppfasfof.com/indian-power-sector-2-0/) - Research Analyst - Yashodhan Nerurkar talks about the evolving landscape of the power sector, the role of exchanges & the importance of a well developed electricity transmission grid to facilitate a vibrant power market in India. download presentation file - [The Business of Cybersecurity](https://ppfasfof.com/the-business-of-cybersecurity/) - Fund Manager, Raunak Onkar speaks about the different aspects of the Cyber Security industry & discusses the players, the business models & how it affects enterprises & all of us on a daily basis. Download the presentation - [Love China or Hate China, you cannot ignore China](https://ppfasfof.com/love-china-or-hate-china-you-cannot-ignore-china/) - Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and... why he may not consider investing in them, as of now. Download presentation file We also recommend you watch this documentary on Li Lu, titled "Moving The Mountain": https://youtu.be/L6kQmoAke2A - [D2C Brands in India](https://ppfasfof.com/d2c-brands-in-india/) - Raj Mehta talks about the history and the evolution of the D2C Brands in India. He talks about how these new age companies are disrupting existing business models and in which segments we are seeing these companies flourish. He also talks about how these brands evolve through their life cycle and how does the marketing - [The World of Industrial Automation](https://ppfasfof.com/the-world-of-industrial-automation/) - During the September 2021 edition of the FOF, Raunak Onkar covered the evolution & progress of Industrial Automation and shared plenty of resources to understand its impact on the economy & society. Presentation file - [Synopsis of the Electric Vehicle Ecosystem](https://ppfasfof.com/synopsis-of-the-electric-vehicle-ecosystem/) - Research Analyst - Rohil Gandhi, CFA summarises the: 1. Progress and Challenges of adopting Electric Vehicles in India 2. Economics of the Battery Manufacturing business, and 3. Methods of investing in this highly disruptive electrification journey of India Download presentation file - [The Food Delivery Industry - A Global Overview](https://ppfasfof.com/the-food-delivery-industry-a-global-overview/) - A comprehensive view on the growth drivers, cost structures & competitive challenges for food delivery industry, keeping in mind, the upcoming Zomato IPO.Rohil Gandhi. DOWNLOAD THE PRESENTATION - [Blockchain, Crypto, DeFi & other Mumbo Jumbo](https://ppfasfof.com/blockchain-crypto-defi-other-mumbo-jumbo/) - Rajeev Thakkar lucidly explains the basics of three terms which have entered our lexicon relatively recently... Resources: https://bitcoin.org/en/https://ethereum.org/en/https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm Download the presentation file - [Understanding The Global Semiconductor Industry](https://ppfasfof.com/the-global-semiconductor-industry/) - From How Chips are made to Why we face Chip Shortages, Fund Manager - Raunak Onkar introduces us to the economics of The Global Semiconductor Industry. DOWNLOAD THE PRESENTATION FILE - [Alcoholic Beverages Industry in India](https://ppfasfof.com/alcoholic-beverages-industry-in-india/) - Raj Mehta discusses the drivers for growth in the industry along with the key players, sub-segments, variables and regulations to keep a track of. Even though some companies are discussed, it is not a recommendation to Buy or Sell. Download the presentation - [IT Services & The API Economy](https://ppfasfof.com/it-services-the-api-economy/) - Mr. Raunak Onkar, speaks about the opportunities available for the IT Services sector, how the API Economy works & how it has helped software to take over all aspects of our digital & physical lives. Download the presentation file - [Making sense of the last 12 months and the way forward](https://ppfasfof.com/making-sense-of-the-last-12-months-and-the-way-forward/) - Our CIO, Mr. Rajeev Thakkar speaks about the behavior of the markets & its participants over the last 12 months, what it taught us & how to deal with what comes next. Download Presentation file - [Overview of the Paints Sector](https://ppfasfof.com/overview-of-the-paints-sector/) - Raj Mehta explains the dynamics of the Paints industry and the competitive scenario within the industry. He also compares the top 4 players in the industry and what factors can be crucial to track for the sector. DOWNLOAD THE PRESENTATION - [Financial Data as a Service](https://ppfasfof.com/financial-data-as-a-service/) - Raunak Onkar speaks about the dominance of various financial intermediaries who have built strong data networks to provide vital financial information to users & effectively have transformed themselves into strong financial data platforms. Presentation file - [Understanding REITs and InvITs](https://ppfasfof.com/understanding-reits-and-invits/) - In this presentation, we evaluate REITs and InvITs as an alternate investment opportunity and how it can give a good diversification alternative in your portfolio. We look at the basics of REITs & InvITs, regulatory landscape, taxation, how have REITs performed globally, current & potential listings and the track record of listed REITs and InvITs. - [Life Insurance (Part 2). Revisiting the Sector...](https://ppfasfof.com/life-insurance-part-2-revisiting-the-sector-2/) - Life Insurance (part 1): https://youtu.be/1KEPCz2dlq0 Life insurance companies are few and far between in the listed space. Some of the big names are HDFC standard life, Max life, ICICI prudential life and SBI life. The way to ascertain value is not based on price to earnings but embedded value. The embedded value is determined by - [Valuation of Life Insurance companies](https://ppfasfof.com/valuation-of-insurance-companies/) - Financial Opportunities Forum: 4th September 2012 - Rajeev Thakkar discusses the basics of valuation of insurance companies...a topic which is rarely covered. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds which are spoken about (long investment positions). We do not short stocks or indices. - [Points to consider while investing in AMCs](https://ppfasfof.com/points-to-consider-while-investing-in-amcs/) - Rajeev Thakkar elaborates on what to look for, while investing in an Asset Management Company Extract from 'Rajeev Thakkar discusses the business aspects of Asset Management'(Financial Opportunities Forum [October 24, 2017]) Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds which are spoken about (long - [Mr. Rajeev Thakkar on R. C. Bhargava's 'The Maruti Story'](https://ppfasfof.com/mr-rajeev-thakkar-on-r-c-bhargavas-the-maruti-story/) - Rajeev Thakkar shows us the history of India's People's car - Maruti - through the lens of R. C. Bhargava's book - 'The Maruti Story'.SHOW LESS - [Raunak Onkar compares Royal Enfield v/s Harley Davidson](https://ppfasfof.com/raunak-onkar-compares-royal-enfield-v-s-harley-davidson-2/) - https://youtu.be/PVb4FRKUrmI Raunak Onkar tries to understand the biking culture & compares two iconic touring bike brands Royal Enfield & Harley Davidson. - [Raunak Onkar discusses Alibaba, Jack Ma & the scale of e-commerce in China](https://ppfasfof.com/raunak-onkar-discusses-alibaba-jack-ma-the-scale-of-e-commerce-in-china-2/) - Raunak Onkar discusses Alibaba, its founder Jack Ma and scale of Chinese e-commerce business. - [Raunak Onkar discusses CCD Vs Starbucks](https://ppfasfof.com/raunak-onkar-discusses-ccd-vs-starbucks/) - Raunak Onkar compares the biggest coffee chain in India with the biggest coffee chain in the world. - [Rajeev Thakkar talks about InterGlobe Aviation Ltd. (Indigo) and Aviation Sector](https://ppfasfof.com/rajeev-thakkar-talks-about-interglobe-aviation-ltd-indigo-and-aviation-sector/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Financial Opportunities Forum: December 10, 2015 Airline stocks have not delivered decent double digit returns for investors. However, there are exceptions to this trend. Many factors do affect the profitability of airline companies and one - [Equity Risk Premium & Corroborative Factors | Factor Investing - Ep. 2](https://ppfasfof.com/equity-risk-premium-corroborative-factors-factor-investing-ep-2/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Presentation file: DOWNLOAD - [What is it all about? | Factor Investing - Ep. 1](https://ppfasfof.com/what-is-it-all-about-factor-investing-ep-1/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe... Presentation file: https://amc.ppfas.com/pdf-docs/fof/2020/factor-investing-episode-1-what-is-it-all-about%20.pdf - [Beta Factor & Putting it all together | Factor Investing - Ep. 6](https://ppfasfof.com/beta-factor-putting-it-all-together-factor-investing-ep-6/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Presentation file: DOWNLOAD - [Momentum Factor | Factor Investing - Ep. 5](https://ppfasfof.com/momentum-factor-factor-investing-ep-5/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Presentation file: DOWNLOAD - [Size Factor | Factor Investing - Ep. 4](https://ppfasfof.com/size-factor-factor-investing-ep-4/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Presentation file: DOWNLOAD - [Value Factor | Factor Investing - Ep. 3](https://ppfasfof.com/value-factor-factor-investing-ep-3/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Click here to know more about FOF and subscribe… Presentation file: DOWNLOAD - [Tanishq vs Tiffany - a comparison of two jewellery companies](https://ppfasfof.com/tanishq-vs-tiffany-a-comparison-of-two-jewellery-companies/) - Raj Mehta discusses the global jewellery sector and compares the business models of Tanishq and Tiffany. Disclaimer: The data presented might not be accurate due to lack of authentic industry data. - [Predictable Surprises - COVID 19 version](https://ppfasfof.com/predictable-surprises-covid-19-version/) - Using the framework of Predictable Surprises to understand the current situation. Presentation file: https://bit.ly/3efDxdz - [India Is Opening Up And so is the world](https://ppfasfof.com/india-is-opening-up-and-so-is-the-world/) - Mr. Rajeev Thakkar, CIO - PPFAS Mutual Fund, believes that both, #India and the world have reached a juncture where Governments are cautiously veering towards the belief that the desire to protect lives should be balanced by the need to protect livelihoods. Presentation file: https://bit.ly/2AqnDOf Source of the graphs used in video: https://www.worldometers.info/coronav... - [How 'Creative Destruction' in the auto industry may impact you!](https://ppfasfof.com/how-creative-destruction-in-the-auto-industry-may-impact-you/) - [Real Estate, Infrastructure and Commodities - For the 2017 Bull Market](https://ppfasfof.com/real-estate-infrastructure-and-commodities-for-the-2017-bull-market/) - [A Discussion on the Pharma Sector](https://ppfasfof.com/a-discussion-on-the-pharma-sector/) - If you've ever felt the Pharma sector is too difficult to understand, you're probably right. With a lot of moving parts & uncertainty about the future direction, it's tough to guess the fortunes of the sector. Raunak Onkar discusses the Pharma Sector in reasonable depth to help build a base to track the sector. - [Retail Payments Industry](https://ppfasfof.com/retail-payments-industry/) - [Does Apple have a moat and a sustainable growth driver to make an investment?](https://ppfasfof.com/does-apple-have-a-moat-and-a-sustainable-growth-driver-to-make-an-investment/) - We live in the GAFA world today. Google Apple Facebook and Amazon has become a household name today. So the question arises from an investment standpoint about Apple. Does Apple have a moat and a sustainable growth driver to make an investment? The answer lies below after studying some facts and trends: i) Apple has - [Rajeev Thakkar on Indian consumer market](https://ppfasfof.com/rajeev-thakkar-on-indian-consumer-market/) - Rajeev Thakkar on Indian consumer market at Financial Opportunities Forum (FoF) dated January 29, 2015. The Indian consumer market is very diverse and regional on account of cultural differences, community, religion and geography. For a new entrant or on existing FMCG business, its important to understand the nuances of each micro market in India and - [Circles of Concerns and Influence, Corporate Capital Allocation](https://ppfasfof.com/circles-of-concerns-and-influence-corporate-capital-allocation/) - The Financial Opportunities Forum had two presentations. The first presentation was by Mr. Parag Parikh. The topic was focus on circle of influence which are positive influences rather than focus on circle of concern. Attitude toward the market and behavior is very important in times of volatility and turbulent market conditions. Focus should not be - [Why Google has the widest moat unlike other technology companies...](https://ppfasfof.com/why-google-has-the-widest-moat-unlike-other-technology-companies/) - Financial Opportunities Forum (October 2014) Presentation by Rajeev Thakkar. The topic was on Google and why it has the widest moat unlike other technology companies. The arguments were in favor of why Google is compelling business to own rather than shun technology. The points that surfaced from the presentation were lucid. a) Google has built - [The Changing world of Retail](https://ppfasfof.com/the-changing-world-of-retail/) - Raunak Onkar speaks about the trends in e-commerce, changing nature of the retail business & the importance of package delivery businesses. Some Corrections: It was mentioned during the presentation that US population is 400 million plus, it’s in fact close to 300 million. United Parcel Service’s corporate motto was mentioned as “Constructive Optimization”, it’s in - [Dream big and leadership Part II [Mute Audio Fixed]](https://ppfasfof.com/dream-big-and-leadership-part-ii-mute-audio-fixed/) - The video was on a class room discussion in Stanford Graduate school of business with Carlos Britto who is the CEO of Anheuser Busch worldwide. The topic was on dream big and getting the right leadership to direct a organization and create a certain culture which makes delivery of results possible. Mr Britto said that - [Dream big and leadership](https://ppfasfof.com/dream-big-and-leadership/) - The video was on a class room discussion in Stanford Graduate school of business with Carlos Britto who is the CEO of Anheuser Busch worldwide. The topic was on dream big and getting the right leadership to direct a organization and create a certain culture which makes delivery of results possible. Mr Britto said that - ["Parag Parikh : FoF Presentation Part IV behavioral Science and the Application of Systems Thinking in the Capital Markets. "](https://ppfasfof.com/parag-parikh-fof-presentation-part-iv-behavioral-science-and-the-application-of-systems-thinking-in-the-capital-markets/) - Mr. Parag Parikh, Chairman of PPFAS Limited talking on behavioral Science and the Application of Systems Thinking in the Capital Markets. - [Mr. Rajeev Thakkar: FoF Presentation Part I IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds](https://ppfasfof.com/mr-rajeev-thakkar-fof-presentation-part-i-ilfs-investment-managers-managers-of-private-equity-real-estate-and-infrastructure-funds/) - Mr. Rajeev Thakkar Discussing on IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds. - [Mr. Rajeev Thakkar: FoF Presentation Part II IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds](https://ppfasfof.com/mr-rajeev-thakkar-fof-presentation-part-ii-ilfs-investment-managers-managers-of-private-equity-real-estate-and-infrastructure-funds/) - Mr. Rajeev Thakkar Discussing on IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds. - [Mr. Rajeev Thakkar: FoF Presentation Part III IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds](https://ppfasfof.com/mr-rajeev-thakkar-fof-presentation-part-iii-ilfs-investment-managers-managers-of-private-equity-real-estate-and-infrastructure-funds/) - Mr. Rajeev Thakkar Discussing on IL&FS Investment Managers - Managers of Private Equity, Real Estate and Infrastructure Funds. - [Rajeev Thakkar spoke about Direct Tax Code: Part I](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-i/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum: June 2010. - [Rajeev Thakkar spoke about Direct Tax Code: Part II](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-ii/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum : June 2010. - [Rajeev Thakkar spoke about Direct Tax Code: Part III](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-iii/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum : June 2010. - [Rajeev Thakkar spoke about Direct Tax Code: Part IV](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-iv-2/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum held in June 2010. - [Rajeev Thakkar spoke about Direct Tax Code: Part IV](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-iv/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum held in June 2010. - [Rajeev Thakkar spoke about Direct Tax Code: Part V](https://ppfasfof.com/rajeev-thakkar-spoke-about-direct-tax-code-part-v/) - Rajeev Thakkar spoke about Direct Tax Code at Financial Opportunities Forum held in June 2010. - [Part I: Mr. Rajeev Thakkar talks about "Cigar-butt Investing"](https://ppfasfof.com/part-i-mr-rajeev-thakkar-talks-about-cigar-butt-investing/) - Mr. Rajeev Thakkar talks about "Cigar-butt Investing" at Rotary Club Financial Opportunities Forum - [Part II: Mr. Rajeev Thakkar talks about "Cigar-butt Investing"](https://ppfasfof.com/part-ii-mr-rajeev-thakkar-talks-about-cigar-butt-investing/) - Mr. Rajeev Thakkar talks about "Cigar-butt Investing" at Rotary Club Financial Opportunities Forum - [Part III: Mr. Rajeev Thakkar talks about "Cigar-butt Investing"](https://ppfasfof.com/part-iii-mr-rajeev-thakkar-talks-about-cigar-butt-investing/) - Mr. Rajeev Thakkar talks about "Cigar-butt Investing" at Rotary Club Financial Opportunities Forum - [Part IV: Mr. Rajeev Thakkar talks about "Cigar-butt Investing"](https://ppfasfof.com/part-iv-mr-rajeev-thakkar-talks-about-cigar-butt-investing/) - Mr. Rajeev Thakkar talks about "Cigar-butt Investing" at Rotary Club Financial Opportunities Forum - [Part II: FoF September 2010 Seminar Noida Toll Bridge](https://ppfasfof.com/part-ii-fof-september-2010-seminar-noida-toll-bridge/) - In the September FoF Seminar, a short video was shown discussing the topic "China - Illusion Vs Reality", followed by Rajeev Thakkar discussing "Noida Toll Bridge" as a business. - [Part III: FoF September 2010 Seminar Noida Toll Bridge](https://ppfasfof.com/part-iii-fof-september-2010-seminar-noida-toll-bridge/) - In the September FoF Seminar, a short video was shown discussing the topic "China - Illusion Vs Reality", followed by Rajeev Thakkar discussing "Noida Toll Bridge" as a business. http://www.ppfas.com - [Part I: FoF September 2010 Seminar Noida Toll Bridge](https://ppfasfof.com/part-i-fof-september-2010-seminar-noida-toll-bridge/) - In the September FoF Seminar, a short video was shown discussing the topic "China - Illusion Vs Reality", followed by Rajeev Thakkar discussing "Noida Toll Bridge" as a business. - [Part IV: FoF September 2010 Seminar Noida Toll Bridge](https://ppfasfof.com/part-iv-fof-september-2010-seminar-noida-toll-bridge/) - In the September FoF Seminar, a short video was shown discussing the topic "China - Illusion Vs Reality", followed by Rajeev Thakkar discussing "Noida Toll Bridge" as a business. http://www.ppfas.com - [Part I: Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/part-i-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - Mr. Parag Parikh talks about the psychology of Initial Public Offers followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Part II: Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/part-ii-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - Mr. Parag Parikh talks about the psychology of Initial Public Offers (IPOs) followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Part IV: Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/part-iv-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - Mr. Parag Parikh talks about the psychology of Initial Public Offers (IPOs) followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Part V: Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/part-v-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - Mr. Parag Parikh talks about the psychology of Initial Public Offers (IPOs) followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Part III: Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/part-iii-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - Mr. Parag Parikh talks about the psychology of Initial Public Offers (IPOs) followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Part I - Parag Parikh on ET Now. He spoke about Noida Toll Bridge, Standard Chartered IDR and ICRA.](https://ppfasfof.com/part-i-parag-parikh-on-et-now-he-spoke-about-noida-toll-bridge-standard-chartered-idr-and-icra/) - Our Chairman, Mr. Parag Parikh was featured in "Market Makers" on ET Now last weekend. He spoke at length about three stock ideas : Noida Toll Bridge, Standard Chartered IDR and ICRA. - [Part II - Parag Parikh on ET Now. He spoke about Noida Toll Bridge, Standard Chartered IDR and ICRA.](https://ppfasfof.com/part-ii-parag-parikh-on-et-now-he-spoke-about-noida-toll-bridge-standard-chartered-idr-and-icra/) - Mr. Parag Parikh, chairman of India's premiere Portfolio Management Services, PPFAS Ltd, was featured in "Market Makers" on ET Now last weekend. He spoke at length about three indian stock ideas : Noida Toll Bridge, Standard Chartered IDR and ICRA. - [Part II: Parag Parikh on ET Now (Market Makers)](https://ppfasfof.com/part-ii-parag-parikh-on-et-now-market-makers/) - Mr. Parag Parikh interviewed on "Market Makers" on ET Now.: 9th December 2010 - [Investing in International companies: FoF Seminar Presentation - November 2010](https://ppfasfof.com/investing-in-international-companies-fof-seminar-presentation-november-2010/) - Mr. Parag Parikh and Mr. Rajeev Thakkar speak about "Investing in International companies" at Financial Opprtunities Forum in the month of November 2010. - [Margin trading in real estate, Banking Sector - FoF Seminar October 2010](https://ppfasfof.com/margin-trading-in-real-estate-banking-sector-fof-seminar-october-2010/) - In the October seminar of FoF, Mr. Parag Parikh talks about how investors should be aware of entering into margin trading in real estate, followed by a video on Warren Buffet. And lastly Mr. Rajeev Thakkar talks about the Banking Sector. - [The Psychology of Initial Public Offers, Investing in a globalised world](https://ppfasfof.com/the-psychology-of-initial-public-offers-investing-in-a-globalised-world/) - In the second seminar of FoF, Mr. Parag Parikh talks about the psychology of The Psychology of Initial Public Offers (IPOs) followed by Mr. Rajeev Thakkar speaking about investing in a globalised world. - [Seminar illustrating the investment opportunities available...](https://ppfasfof.com/seminar-illustrating-the-investment-opportunities-available/) - PPFAS Client Seminar: December 2010 - Seminar illustrating the investment opportunities available today in the developed world's stock markets. - [Fundamental Analysis Industry Analysis Rajeev Thakkar Money Plant](https://ppfasfof.com/fundamental-analysis-industry-analysis-rajeev-thakkar-money-plant/) - Rajeev Thakkar interviewed on Doordarshan's Money Plant.: Fundamental Analysis - Industry Analysis - [Behavioral Finance and its relevance to Value Investing](https://ppfasfof.com/behavioral-finance-and-its-relevance-to-value-investing/) - Rajeev Thakkar addressing students at N L Dalmia Education Society Sub: Behavioral Finance and its relevance to Value Investing - [Index Investing: Financial Opportunities Forum : 20th April 2011](https://ppfasfof.com/index-investing-financial-opportunities-forum-20th-april-2011/) - Mr. Parag Parikh discusses the pros and cons of "Index Investing" at Financial Opportunities Forum : 20th April 2011 - [How Google has changed our lives' by our CEO, Rajeev Thakkar](https://ppfasfof.com/how-google-has-changed-our-lives-by-our-ceo-rajeev-thakkar/) - 'How Google has changed our lives' by our CEO, Rajeev Thakkar at Financial Opportunities Forum held on 4th July 2011. - [Mr. Parag Parikh interviewed on ET Now The Market Makers: 6th November 2011](https://ppfasfof.com/mr-parag-parikh-interviewed-on-et-now-the-market-makers-6th-november-2011/) - FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Visit this link to know more about FOF, and subscribe... https://ppfas.com/subscribe-for-fof/ Watch Parag Parikh's interview in ET Now's programme titled "The Market Makers" wherein he states that markets have always been volatile and that value investors are not guided by explicit price - [Mr. Rajeev Thakkar responds to queries pertaining to the current economy and stock market.](https://ppfasfof.com/mr-rajeev-thakkar-responds-to-queries-pertaining-to-the-current-economy-and-stock-market/) - Mr. Rajeev Thakkar responds to queries pertaining to the current economy and stock market. - [Mr. Rajeev Thakkar explains how to Understand Financial Statements.](https://ppfasfof.com/mr-rajeev-thakkar-explains-how-to-understand-financial-statements/) - Financial Opportunities Forum [December 13, 2011]: Mr. Rajeev Thakkar explains how to Understand Financial Statements. - [Mr. Rajeev Thakkar talks about different kinds of Holding Structures of Promoters.](https://ppfasfof.com/mr-rajeev-thakkar-talks-about-different-kinds-of-holding-structures-of-promoters/) - Financial Opportunities Forum (January 17, 2011): Mr. Rajeev Thakkar talks about different kinds of Holding Structures of Promoters. - [Parag Parikh explains "Derivatives" in an offbeat manner and also dissects the Union Budget](https://ppfasfof.com/parag-parikh-explains-derivatives-in-an-offbeat-manner-and-also-dissects-the-union-budget/) - Parag Parikh explains "Derivatives" in an offbeat manner and also dissects the Union Budget in his inimitable way at Financial Opportunities Forum : 23rd March 2012. - [Parag Parikh discusses Investment Strategies of PPFAS Portfolio Management Scheme.](https://ppfasfof.com/parag-parikh-discusses-investment-strategies-of-ppfas-portfolio-management-scheme/) - Parag Parikh discusses Investment Strategies of PPFAS Portfolio Management Scheme. He elaborates on why he is currently liking stocks with a global exposure and also why the current 'uncertain' environment is good for value investors. - [Mr. Parag Parikh elaborates upon the human side of investing.](https://ppfasfof.com/mr-parag-parikh-elaborates-upon-the-human-side-of-investing/) - Financial Opportunities Forum [26th April 2012] : Mr. Parag Parikh elaborates upon the human side of investing by giving a plethora of relevant examples. - [The general market scenario and a talk on the energy sector.](https://ppfasfof.com/the-general-market-scenario-and-a-talk-on-the-energy-sector/) - Rajeev Thakkar discusses the general market scenario and the energy sector with a specific focus on the natural gas sector. Download presentation here for your reference. https://www.ppfas.com/pdf-docs/b-finance/general-market-scenario-and-the-energy-sector-ppfas.pdf - [Rajeev Thakkar elaborates on 'PIPE' investing and 'Special Situations' investing](https://ppfasfof.com/rajeev-thakkar-elaborates-on-pipe-investing-and-special-situations-investing/) - Financial Opportunities Forum [24th July 2012]: Rajeev Thakkar elaborates on 'PIPE' investing and 'Special Situations' investing such as risk arbitrage, merger arbitrage etc. - [The age-old concepts of 'Greed and Fear' during investing.](https://ppfasfof.com/the-age-old-concepts-of-greed-and-fear-during-investing/) - Mr. Parag Parikh explains the age-old concepts of 'Greed and Fear' during investing, in an interesting manner. - [Financial Equivalents of the Optical Illusion](https://ppfasfof.com/financial-equivalents-of-the-optical-illusion/) - Mr. Rajeev Thakkar uses well known financial metrics to illustrate an example of Financial Equivalents of Optical Illusions. - [Perils of Real Estate and Gold Investments.](https://ppfasfof.com/perils-of-real-estate-and-gold-investments/) - Neil Parikh entertains and educates, as he rails against the prevailing investor obsession with real estate & gold and also underlines the importance of having a balanced asset allocation. Download the presentation here. - [The stockmarket currently provide good opportunities - Mr. Parag Parikh](https://ppfasfof.com/the-stockmarket-currently-provide-good-opportunities-mr-parag-parikh/) - In an interview on NDTV Profit, Mr. Parag Parikh stresses that it is pointless to indulge in 'Pre-Budget' predictions and also opines that the stockmarkets currently provide attractive opportunities for long-term investors. - [Economic bubbles encompass all types of bubbles such as real-estate bubble...](https://ppfasfof.com/economic-bubbles-encompass-all-types-of-bubbles-such-as-real-estate-bubble/) - Economic bubbles encompass all types of bubbles such as real-estate bubble, stock market bubble and even precious metals bubble. There are distinct traits or symptoms of a bubble. Over-confidence, exuberance and optimism and greed are classic traits of people in times when an asset is appreciating beyond realistic rates of return. Often a bubble begins - [Rajeev Thakkar elaborates upon business cycles with special reference to the shipping industry.](https://ppfasfof.com/rajeev-thakkar-elaborates-upon-business-cycles-with-special-reference-to-the-shipping-industry/) - Rajeev Thakkar elaborates upon business cycles with special reference to the shipping industry. - [The current state of the Indian rupee, the stock markets and the NSEL imbroglio.](https://ppfasfof.com/the-current-state-of-the-indian-rupee-the-stock-markets-and-the-nsel-imbroglio/) - Rajeev Thakkar speaks about a variety of topics such as the current state of the Indian rupee, the stock markets and the NSEL imbroglio along with its attendant impact on Financial Technologies & MCX at a Finanacial Opportunities Forum. - [Rajeev Thakkar talks about Tax free bonds, Inflation and Equity Investing](https://ppfasfof.com/rajeev-thakkar-talks-about-tax-free-bonds-inflation-and-equity-investing/) - Mr Bond is an investment which is safe and does provide liquidity, tax efficiency and safety. If one compares the tax impact of a fixed deposit versus a tax free bond, its only natural to opt for tax free bonds. Especially in the current interest rate environment, tax free bonds are being lapped up by - [Scalable businesses - Identifying the next multi-bagger](https://ppfasfof.com/scalable-businesses-identifying-the-next-multi-bagger/) - Rajeev Thakkar talks about Scalable businesses - Identifying the next multi-bagger The presentation can be downloaded here for your reference. https://www.ppfas.com/pdf-docs/b-finance/growth-and-scalability.pdf It is always a debate whether to buy a business with high growth or a business with high growth at cheap value. As per Buffet buying a value business will include intrinsic growth as - [The nature of Public Sector Companies being run as businesses or social enterprises](https://ppfasfof.com/the-nature-of-public-sector-companies-being-run-as-businesses-or-social-enterprises-2/) - "With the context of the book Descent of Air India by Mr. Jitendra Bhargava, Mr. Rajeev Thakkar questions the nature of Public Sector Companies being run as businesses or social enterprises." - [How certain sub conscious behavioral biases dog investor decisions.](https://ppfasfof.com/how-certain-sub-conscious-behavioral-biases-dog-investor-decisions/) - Mr. Parag Parikh gave a riveting presentation on how certain sub-conscious behavioral biases dog investor decisions. He also gave it a topical twist by juxtaposing these against the pre-election scenario prevailing in the country. - [The nature of Public Sector Companies being run as businesses or social enterprises](https://ppfasfof.com/the-nature-of-public-sector-companies-being-run-as-businesses-or-social-enterprises/) - "With the context of the book Descent of Air India by Mr. Jitendra Bhargava, Mr. Rajeev Thakkar questions the nature of Public Sector Companies being run as businesses or social enterprises." - [Timing in the market vs Time in the market](https://ppfasfof.com/timing-in-the-market-vs-time-in-the-market/) - Financial Opportunities Forum: Timing in the market vs Time in the market The discussion revolved around time in the market vs timing the market. The principles of long term investing are necessary to make a reasonable return in equity markets. The message which was conveyed by our speak Mr Neil Parikh was that the longer - ["The best time to buy equities is when you do not feel like buying them" - Parag Parikh](https://ppfasfof.com/the-best-time-to-buy-equities-is-when-you-do-not-feel-like-buying-them-parag-parikh/) - "The best time to buy equities is when you do not feel like buying them"...Just one of many nuggets, in Mr. Parag Parikh's interview on ET Now last week. - [Finance bill (Budget) implications on debt funds and REITS](https://ppfasfof.com/finance-bill-budget-implications-on-debt-funds-and-reits/) - The presentation revolved around debt funds becoming unattractive on account of tax changes proposed. With the definition of long term being changed from 1 year to 3 years, any redemption within 3 years will attract tax payable at rates as per income tax slab of assesee. In this scenario, tax free bonds are the most - [Does 'Value Investing' Work In India : Morningstar Panel Discussion 2014](https://ppfasfof.com/does-value-investing-work-in-india-morningstar-panel-discussion-2014/) - Mr. Parag Parikh participated in a intriguing panel discussion titled 'Does Value investing Work In India?' at the Morningstar 2014 Summit. He elaborates on why, in India, Warren Buffet's approach to investing trumps Benjamin Graham's approach, why exposure to international stocks is desirable, how the law of the farm is immutable, the similarity between value - [Telling the emperor that his clothes are torn](https://ppfasfof.com/telling-the-emperor-that-his-clothes-are-torn/) - The title means that the quality companies which are trading at very high multiples in the range of 70 - 80 - 90 P/e multiples are not justified as earnings have not grown at the same pace. These companies are way ahead of the fundamentals and much beyond the intrinsic value. There are plenty of - [Rajeev Thakkar explains the Greek crisis](https://ppfasfof.com/rajeev-thakkar-explains-the-greek-crisis/) - The Greece problem: Greece is running a high deficit at the government level and has borrowed from the IMF and European Central bank. The new government which has been elected was on the premise of no compromise with the creditors. However, the people of Greece, majority of them want a compromise and ensure stability in - [Power sector and its menace in India](https://ppfasfof.com/power-sector-and-its-menace-in-india/) - Power sector and its menace in India India is a power deficit country and despite this, there is rampant idle capacity, inefficient distribution companies and lack of payments by users to the electricity companies. The major issue facing power companies is late payment by users or incomplete payment for the power utilized by the users. - [Exponential Technologies](https://ppfasfof.com/exponential-technologies/) - In this presentation, Raunak Onkar discusses Exponential Technologies available today, that multiply under the radar and how their confluence eventually grows big enough to disrupt well established business models.​ This is the template in which technology progresses from invention to innovation. - [Why are you overweight on Google?](https://ppfasfof.com/why-are-you-overweight-on-google/) - Rajeev Thakkar elaborates upon the weightage of Google in PPFAS Long Term Value Fund's portfolio, at PPFAS Mutual Fund's 2015 Unitholders' Meet in Bengaluru.. - [Why have you invested in Maharashtra Scooters?](https://ppfasfof.com/why-have-you-invested-in-maharashtra-scooters/) - Mr. Rajaav Thakkar elaborates on why we have invested in Maharashtra Scooters at Bengaluru AGM 2015. - [Where the global economy is headed? Some numbers and charts.](https://ppfasfof.com/where-the-global-economy-is-headed-some-numbers-and-charts/) - Commodity prices crashing, oil at multi year lows, china slowdown, so where is the global economy headed? Let's look at some facts. China is still growing at 6.9 percent and only stock market has corrected from peak but at a fast place. The economy is still growing on a large gdp base. In past 12 - [Raunak Onkar compares Royal Enfield v/s Harley Davidson](https://ppfasfof.com/raunak-onkar-compares-royal-enfield-v-s-harley-davidson/) - Raunak Onkar tries to understand the biking culture & compares two iconic touring bike brands Royal Enfield & Harley Davidson. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds which are spoken about (long investment positions). We do not short stocks or indices. We use - [Raunak Onkar discusses Alibaba, Jack Ma & the scale of e-commerce in China](https://ppfasfof.com/raunak-onkar-discusses-alibaba-jack-ma-the-scale-of-e-commerce-in-china/) - Raunak Onkar discusses Alibaba, its founder Jack Ma and scale of Chinese e-commerce business. - [Money & Banking - Presentation by Rajeev Thakkar](https://ppfasfof.com/money-banking-presentation-by-rajeev-thakkar/) - Traditional banking is here to stay but there are disruptive innovations which are changing the landscape in some ways. Payment gateways and digital banking are becoming popular with the advent of smart phones and apps. It is interesting to note how these new payment mechanisms and applications will change the way banking is done in - [Don’t mess with the public - Lessons from Valeant Pharmaceuticals](https://ppfasfof.com/dont-mess-with-the-public-lessons-from-valeant-pharmaceuticals/) - Valeant pharmaceuticals was a darling of the Pharmaceuticals space in the U.S and Canada. Its model seemed flawless with it focusing on acquiring products and companies and demonstrating pricing power. Example it would hike prices for key drugs which it acquired and then marketed by 1000 % (13.50 $ to 750 $ for a particular - [A very 'Interest'ing Topic by Rajeev Thakkar](https://ppfasfof.com/a-very-interesting-topic-by-rajeev-thakkar/) - At the Financial Opportunities Forum held on 28th July 2016, Mr. Rajeev Thakkar discusses the negative interest rates around the world and its impact on investing. - [A discussion about Business Failures](https://ppfasfof.com/a-discussion-about-business-failures/) - We normally study why & how businesses are built & scaled which seems like a positive bias for looking at reality. With this discussion, let's take a look at how & why businesses fail with some examples from the recent past. - [An overview on Telecom](https://ppfasfof.com/an-overview-on-telecom-2/) - With the telecom wars in the news recently we take a look at the sector as a whole, some historical context & see how it can help us find new investment ideas. - [Multibagger or Falling Knife - Presentation by Rajeev Thakkar](https://ppfasfof.com/multibagger-or-falling-knife-presentation-by-rajeev-thakkar-2/) - Presentation by Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund at the Financial Opportunities Forum held on October 20, 2016. - [An overview on Telecom](https://ppfasfof.com/an-overview-on-telecom/) - [What can value investors learn from quants?](https://ppfasfof.com/what-can-value-investors-learn-from-quants/) - The talk discusses the latest book on Jim Simons “The man who solved the market” and the increasing use of computing power and alternative data in investing in the quest for better returns. - [“I don’t know” - Investing for “I don’t know” dummies](https://ppfasfof.com/i-dont-know-investing-for-i-dont-know-dummies-2/) - Equity returns are different in nature in different contexts and opportunities in markets. Typically returns are multiplicative in nature. Very frequently it's not additive/asymmetric returns. These are situations where market presents rarely but can be rewarding. In concentrated portfolios, Asymmetry returns do arise. Probability plays an important role in the portfolio. for example, if out - [Amazon: The google of E-commerce](https://ppfasfof.com/amazon-the-google-of-e-commerce/) - Mr. Rajeev Thakkar talks about Amazon at Financial Opportunities Forum. Amazon is a gigantic e-commerce company that is built around strong moats such as huge volume, ware-housing capacity in different regions and around the globe and high market cap in the stock market. So, Is Walmart still a buy over Amazon? The answer lies in - [A look at Private Equity Investments in the Indian Market](https://ppfasfof.com/a-look-at-private-equity-investments-in-the-indian-market/) - Mr. Rajeev Thakkar takes a look at how Private Equity businesses have shaped the business & investment climate in the Indian context. Private Equity investors have been involved in the Indian capital markets for a while now. They not only affect operational performance at many of their invested companies but also affect the market valuations - [Platform Companies or Modern Monopolies?](https://ppfasfof.com/platform-companies-or-modern-monopolies/) - Platform Companies are different from traditional businesses. Raunak Onkar discusses how technology-enabled Platform Businesses operate, scale & compete and how businesses can embrace technology to effectively compete in the modern economy. - [An overview of the Telecom Industry](https://ppfasfof.com/an-overview-of-the-telecom-industry/) - With the telecom wars in the news recently we take a look at the sector as a whole, some historical context & see how it can help us find new investment ideas. - [Flight to Safety: A look into Boeing & Airbus' Duopoly and Impact on Indian Airlines](https://ppfasfof.com/flight-to-safety-a-look-into-boeing-airbus-duopoly-and-impact-on-indian-airlines/) - Rohil Gandhi discusses the Value Chain of the Aerospace Industry by doing an in-depth analysis of Boeing & Airbus' business models and Impact on Indian Airlines due to recent disruptions. - [Investing in Cyclical Businesses](https://ppfasfof.com/jiten-parmar-on-investing-in-cyclical-businesses/) - Our Guest Speaker, Mr. Jiten Parmar talks about his experience & what investors should be aware of when investing in Cyclical Businesses. - [Views on the Logistics Sector in India](https://ppfasfof.com/views-on-the-logistics-sector-in-india/) - Are logistics companies becoming more like platform companies? Raunak Onkar discusses his views on the logistics space in India. - [Renewable energy and electric cars: The way forward](https://ppfasfof.com/renewable-energy-and-electric-cars-the-way-forward/) - Rajeev Thakkar, CIO of PPFAS Mutual Fund discusses renewable energy, electric cars and the way forward. There was a time, when mobile technology was in its nascent stage and most were skeptical about its cost effectiveness. Today, the convergence of internet, e-mail and mobile technology has made it possible to transact online, connect to people - [The Weapons of Mass Distraction](https://ppfasfof.com/the-weapons-of-mass-distraction-2/) - Technology is generally supposed to improve our productivity, but when we walk around with our hand held distractors, it becomes difficult to justify the productivity gains. At this month's FOF, Thursday, January 19 2017, at the Garware Club House - PPF Hall, 5th Floor, Wankhede Stadium,'D' Road, Churchgate, Mr. Raunak Onkar discusses the evolution of - [Raj Mehta talks on Ind AS and its implications on listed companies](https://ppfasfof.com/raj-mehta-talks-on-ind-as-and-its-implications-on-listed-companies/) - The new accounting standards IND AS will have implications on earnings, revenues and valuations of companies. Some of the changes are only cosmetic in nature while some of them might have some deeper implications. Its effect on each of the company/industry might be different and needs to be evaluated individually. - [Cloud Computing Technology & its impact on traditional businesses](https://ppfasfof.com/cloud-computing-technology-its-impact-on-traditional-businesses/) - [Physiology of Finance (Behavioural Finance on Steroids)](https://ppfasfof.com/physiology-of-finance-behavioural-finance-on-steroids/) - Mr. Rajeev Thakkar talks about Physiology of Finance (Behavioural Finance on Steroids) at the recently held Financial Opportunities Forum Event. - [The Gloom & Boom in Offline Retail](https://ppfasfof.com/the-gloom-boom-in-offline-retail/) - Raunak Onkar, Head of Research at PPFAS Mutual Fund, speaks about the state of modern, physical retail stores in the wake of store closures and bankruptcies. - [Rajeev Thakkar discusses the business aspects of Asset Management](https://ppfasfof.com/rajeev-thakkar-discusses-the-business-aspects-of-asset-management/) - Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund discusses The Asset Management Companies in India. There are 44 asset management companies in India. Based on AUM alone, one cannot decipher whether the AMCs' are profitable or not. Many aspects such as AMC assets composition, type of schemes, expense ratio need to be looked at, to assess - [Return of the boy who cried wolf](https://ppfasfof.com/these-7-things-will-change-the-way-you-approach-travel-2/) - Proactively build scalable web services and cross-platform value. Objectively embrace client-focused relationships without empowered vortals. Appropriately revolutionize virtual action items through client-centered infrastructures. - [The evolution of the Media Value Chain](https://ppfasfof.com/the-evolution-of-the-media-value-chain/) - Raunak Onkar talks about the evolution of the Media Value Chain as streaming & subscription services have started to dominate viewers' wallet share & argue about its effect on linear TV consumption. The presentation is available here for download: https://amc.ppfas.com/pdf-docs/fof/ra... Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the - [The current state of the Auto sector](https://ppfasfof.com/the-current-state-of-the-auto-sector/) - Rajeev Thakkar on the current state of the auto sector...He also dispels a few ingrained notions about Maruti Suzuki and dwells on its parent, Suzuki Motors. Presentation is available here for download: https://amc.ppfas.com/pdf-docs/fof/au... Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken - [Predictable Surprises in Investing](https://ppfasfof.com/predictable-surprises-in-investing/) - On March 20, 2018, at Financial Opportunities Forum, Rajeev Thakkar speaks about how Predictable events can be identified by carefully studying trends in different industries and businesses to derive investment ideas and insights about the future. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds - [The Music Streaming Business](https://ppfasfof.com/the-music-streaming-business/) - At Financial Opportunities Forum (Apr 18th, 2018) Raunak Onkar discusses how the Music Industry has evolved with the adoption of technology and how it has changed the way we listen to music. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about - [The Newspaper Business...](https://ppfasfof.com/the-newspaper-business/) - Continuing with the Media series, after discussing the Video & Audio streaming business, Raunak Onkar discusses the Newspaper Business. One of the oldest subscription services known to us, the newspaper business has gone through a tremendous transformation just like the other media businesses. In this video, Raunak tries to capture some of those key changes - [Life Insurance (Part 2) - Revisiting the Sector...](https://ppfasfof.com/life-insurance-part-2-revisiting-the-sector/) - Life Insurance (part 1): https://youtu.be/1KEPCz2dlq0 Life insurance companies are few and far between in the listed space. Some of the big names are HDFC standard life, Max life, ICICI prudential life, and SBI Life. The way to ascertain value is not based on price to earnings but embedded value. The embedded value is determined by - [A quick look at Online Travel Agencies (OTA's)](https://ppfasfof.com/a-quick-look-at-online-travel-agencies-otas/) - Mr. Raunak Onkar talks about Online Travel Agencies (OTA's) If you've ever had 50 browser tabs open while planning a vacation online, this talk will help you to understand various components of the Online Travel Business & related business models. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the - [Understanding the Diagnostics Lab Business](https://ppfasfof.com/understanding-the-diagnostics-lab-business/) - Raunak Onkar takes a look at the Diagnostics Lab business. An easy to understand, a scalable, cash-generating business model with limited entry barriers. - [On the eve of the launch of India's first REIT, Rajeev Thakkar explains the nuances...](https://ppfasfof.com/on-the-eve-of-the-launch-of-indias-first-reit-rajeev-thakkar-explains-the-nuances/) - On the eve of the launch of India's first REIT, Rajeev Thakkar explains the nuances... Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about (long investment positions). We do not short stocks or indices. We do not speculate in Futures and - [Looking back at the Telecom Sector](https://ppfasfof.com/looking-back-at-the-telecom-sector/) - The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what's different now, discusses the trends & possible investment themes. Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about (long investment positions). We - [Road to Zero](https://ppfasfof.com/road-to-zero/) - CIO of PPFAS, Mr. Rajeev Thakkar speaks about disintermediation in financial services. - [Debt Mutual Funds | Theory & Practice & Rating Agencies](https://ppfasfof.com/debt-mutual-funds-theory-practice-rating-agencies/) - Debt mutual funds have exposure to corporate bond paper. There is always a risk premium attached to these bonds and a spread over the government-backed bonds/treasuries. The key to understanding risk is to what extent in a debt portfolio does it have exposure to one security/bond. The credit rating matters, but also the liquidity risk - [Main hoon kaun (con)? - Anatomy of a Con Artist](https://ppfasfof.com/main-hoon-kaun-con-anatomy-of-a-con-artist/) - Not all cons are alike. Each new con reveals a new way to dupe someone. At the April 2019 FOF, Rajeev Thakkar speaks about many international con-artists who have been implicated in financial frauds. He also discusses their process & some common patterns to identify such characters which might help to avoid getting conned. - [Multibagger or Falling Knife](https://ppfasfof.com/multibagger-or-falling-knife-presentation-by-rajeev-thakkar/) - Presentation by Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund at the Financial Opportunities Forum held on October 20, 2016. - [The business model of ride hailing - Uber, Lyft etc.](https://ppfasfof.com/the-business-model-of-ride-hailing-uber-lyft-etc/) - [Breaking Bad with the Chemicals Sector](https://ppfasfof.com/breaking-bad-with-the-chemicals-sector/) - Chemicals Sector has been a wealth creator over the past decade. At our May 2019 FOF, Raunak Onkar speaks about how to analyse Chemical Businesses, the tailwinds & challenges ahead for the Industry. Please find the PDF Slides here: http://bit.ly/2VMVUkv - [Understanding the Dairy Industry in India](https://ppfasfof.com/understanding-the-dairy-industry-in-india/) - Raj Mehta talks about the Dairy Industry in India. The talk spans across the history of the industry, different products & it's market size as well as the variables an investor needs to take into account before investing in these companies. ## Pages - [Home](https://ppfasfof.com/) - [Home Example 3](https://ppfasfof.com/home-example-3/) - [Home Example 2](https://ppfasfof.com/home-example-2/) - [Home Example 4](https://ppfasfof.com/home-example-4/) - [About](https://ppfasfof.com/2245-2/) - About the Forum Finance, in all its forms, is a subject that either evokes intense interest or intense fear and confusion. It is also notorious for its jargon and arcane formulae. Those who look to the financial media for sober analysis, are often disappointed, as more often than not, they merely play to the gallery. - [About FOF](https://ppfasfof.com/about-fof/) - FOF (Financial Opportunities Forum) Finance, in all its forms, is a subject that either evokes intense interest or intense fear and confusion. It is also notorious for its jargon and arcane formulae. Those who look to the financial media for sober analysis, are often disappointed, as more often than not, they merely play to the - [Checkout](https://ppfasfof.com/checkout/) - [woocommerce_checkout] - [Page Right Sidebar](https://ppfasfof.com/page-right-sidebar/) - Compellingly develop compelling internal or "organic" sources after resource maximizing quality vectors. Phosfluorescently develop strategic synergy with standards compliant opportunities. Appropriately mesh resource-leveling collaboration and idea-sharing without cross functional methodologies. 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His audience usually takes to him wholeheartedly, as he possesses the endearing quality of - [All Videos Archive](https://ppfasfof.com/all-videos-archive/) - Why NPS Matters- The Smart Choice for Retirement Planning Retirement is a long-term journey, and we believe how your retirement money is managed matters a lot. But how does NPS actually work, and why should you consider it as part of your retirement planning? In the full video, we break down NPS, why it matters, - [Elementor #4727](https://ppfasfof.com/elementor-4727/) - Posts Retirement Planning Why NPS Matters- The Smart Choice for Retirement Planning August 22, 2026PPFAS Pension Team Global Investing, Uncategorized India’s Gateway to the World: Navigating the GIFT City Ecosystem | Financial Opportunities Forum June 10, 2026PPFAS Gift Team AB InBev, Alcohol Industry, Beer Industry, Brewing Companies, FMCG Industry, Heineken, United Breweries Brewed for Scale: - [Home Example 1](https://ppfasfof.com/home-example-1/) - [All Layouts](https://ppfasfof.com/all-layouts/) - [Custom Widgets](https://ppfasfof.com/custom-widgets/) - Completely harness team driven e-services via functionalized information. Monotonectally whiteboard backend content with bricks-and-clicks meta-services. Completely orchestrate long-term high-impact infomediaries through web-enabled initiatives. Distinctively drive installed base metrics via parallel applications. 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Bank Details: Account Name: PPFAS L FIN OPPORTUNITIES FORUM FOF Account No: 50200063087909 IFSC Code: - [Venue](https://ppfasfof.com/venues-2/) - NOTE: The restrictions imposed on account of the corona-virus pandemic, compel us to cancel the upcoming events. Hope the threat subsides soon, and we can meet in-person in soon. MumbaiC. K. Nayudu Hall,Cricket Club Of India Stadium House, Block No 3, 1st Floor, Veer Nariman Road, Churchgate, Mumbai 400020. Please contact Mr. Aalok Mehta (8291979346) in case you - [No access](https://ppfasfof.com/admin/) - [Lost something?](https://ppfasfof.com/lost-something/) - On duty - [Past Videos](https://ppfasfof.com/past-videos-2/) - [Testimonials](https://ppfasfof.com/testimonials/) - This is what a couple of long-time Rotarians have to say... I have been attending the Financial Opportunities Forum since its inception. I have found the sessions very informative, insightful and educative. 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Appropriately create team building potentialities after dynamic e-tailers. - [Styleguide](https://ppfasfof.com/styleguide/) - Lorem ipsum Id tempor laborum in consequat ut in eu id eu incididunt ut sed elit quis veniam sint id sit Duis sunt laborum in consequat tempor laborum in consequat Excepteur consectetur reprehenderit culpa deserunt cillum aute dolor dolor dolor qui. Id tempor laborum in consequat Ut in eu id eu. Shoreditch gastropub whatever. Reprehenderit quis polaroid aben digeth - [Shortcodes](https://ppfasfof.com/shortcodes/) - Theme comes with full support for our Meks Flexible Shortcodes WordPress plugin. Check out some of the examples of what you can create inside the page/post content with our shortcodes. You can add some columns... [mks_col] [mks_one_half]Excepteur adipisicing try-hard kale chips et. Meh wolf anim delectus skateboard. Forage scenester mustache skateboard DIY, sapiente laborum whatever. ## Team Showcase - [Rukun Tarachandani](https://ppfasfof.com/team-showcase/rukun-tarachandani/) - He has more than a decade of experience in Equity Markets. He started his career in 2013 as an Equity Research analyst with Goldman Sachs Global Investment Research.Prior to joining PPFAS, he worked with Kotak Mahindra Asset Management as an Equity Research analyst focussing on small and midcap stocks and special situations. He is an - [Rajeev Thakkar](https://ppfasfof.com/team-showcase/rajeev-thakkar/) - Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain - [Raj Mehta](https://ppfasfof.com/team-showcase/raj-mehta/) - Beginning his career as an intern with PPFAS Mutual Fund in 2012, Raj swiftly moved up the ranks and is currently part of the Fund Management team. Apart from being a Commerce graduate from University of Mumbai (N.M. College), he is also a Fellow Member of Institute of Chartered Accountants of India (ICAI) and a - [Raunak Onkar](https://ppfasfof.com/team-showcase/raunak-onkar/) - Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations, he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & ## Categories - [Uncategorized](https://ppfasfof.com/category/uncategorized/) - [Investing](https://ppfasfof.com/category/investing/) - [Knowledge](https://ppfasfof.com/category/knowledge/) - [Market](https://ppfasfof.com/category/market/) - [Industry](https://ppfasfof.com/category/industry/) - [Technology](https://ppfasfof.com/category/technology/) - [Economy](https://ppfasfof.com/category/economy/) - [Cyclical Business](https://ppfasfof.com/category/cyclical-business/) - [Value Investing](https://ppfasfof.com/category/value-investing/) - [Pharmaceutical](https://ppfasfof.com/category/pharmaceutical/) - [Online Travel Business](https://ppfasfof.com/category/online-travel-business/) - [Life Insurance](https://ppfasfof.com/category/life-insurance/) - [Business](https://ppfasfof.com/category/business/) - [Crisis](https://ppfasfof.com/category/crisis/) - 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