Managing your money using Value Investing principles!

● About our promoter

● The journey of PPFAS

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● Our core belief and purpose

● Our Investment approach ----------------------------------------------------------------------------

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● Our product offerings

● Skin in the game

● Why us?

● Scheme features and facts

● Who should invest and how to invest

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Table of contents

● Investment team

● Other details ----------------------------------------------------------------------------

Section 1

Section 2

Section 3

Section 4

Section 5

Section 6

● Multifaceted...Stockbroker, Investor, Author

● A man who believed in moving with the times…

● ...without moving away from his core beliefs

About the man who laid the foundation of PPFAS

Late Shri Parag Parikh

Stopped broking business to avoid conflict of interest

in 2014

Established Parag Parikh Financial

Advisory Services 1979

1992Became a public limited company

One of the first to get PMS

License

_ _ _ _ _ _ _ _ _ _ _ _ _

2013

Launched PPFAS Mutual Fund

1996

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

2015

Became a Pvt. Ltd. Company

Our Core Belief: The Law of the Farm

“You cannot sow something today and reap tomorrow! A seed has to go through the various seasons before it turns into a fully grown tree. So is the case with Investing.” - Parag Parikh

Our Purpose…

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

1

Purchasing cash generating, low debt businesses

3

Partnering with minority-shareholder friendly managements

5 Avoid overpaying……... Purchase with a 'Margin of Safety’

2

Partnering with businesses and not merely purchasing stocks

4Businesses with strong moat/competitive advantage

A glimpse into our Investment Approach

Why Us?

We consider fund management as a profession rather than a business

Skin in the game: We have invested our own money in the scheme along with our investors

A tax efficient investments in International Markets

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01

02 03

04

We are steadfast believers in the time-tested principles of value investing

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

Parag Parikh Tax Saver Fund

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

● It is a diversified Equity Fund investing a minimum of 80% of its corpus in Indian equities

● Eligible for Income tax deduction under section 80/C upto 1.50 Lakhs

Parag Parikh Liquid Fund

An Open Ended Liquid Scheme May 11, 2018

● A credible alternative to bank fixed deposits, enabling you to invest to deploy money for short periods

● Multiple dividend options available ● Enables you to transact and invest in PPFCF &

PPTSF through STP, SWP options

Parag Parikh Flexi Cap Fund

An open-ended dynamic Scheme May 24, 2013

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

geographies wherever we find value ● Suitable for investors having long term investment

horizon

Our Offerings

We value 'Value Investing'!

We only include companies with low debt, high cash flows, investor-friendly managements , etc.

A Swiss Army knife

Parag Parikh Flexi Cap Fund has the flexibility to invest in Indian and foreign companies irrespective of market capitalisation and sectors.

Tax Efficient65% of corpus invested in Indian equities. Hence it enjoys the same tax benefits as any other Indian equity mutual fund scheme,

About our Flagship scheme Parag Parikh Flexi Cap Fund

Continued...

Scheme 1

GLOBAL ADVANTAGE... WITHOUT ANY TAX DISADVANTAGE.*

Parag Parikh Flexi Cap Fund (PPFCF) is one of only a handful of Indian mutual fund schemes to invest in a basket of Indian and foreign stocks

Five reasons why we have chosen to be different are:● Reducing ‘country risk’● Winners keep rotating● Reducing portfolio volatility● Wider choice● Valuations

Local fund with global focusScheme 1

Scheme 2

Scheme 3

Parag Parikh Tax Saver Fund

Parag Parikh Flexi Cap Fund

Fund Management Team

Low portfolio turnover

Investment philosophy

Focussed portfolio

No Dividend Plan

Similarities - PPTSF & PPFCF

Parag Parikh Tax Saver Fund

Parag Parikh Flexi Cap Fund

Income Tax Relief u/s 80C

Lock-in-period

Minimum Investment Amount

500 1,000

Foreign securities

Differences - PPTSF & PPFCF

Investment Team

Combined experience of 30 + years in managing money

Understand that equity investments are for the long term

Prefer simple investment solutions rather than complex ones

Welcome, rather than fear, stock market volatility

Who should invest...

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

Various available modes of investing

Forms available at...CAMS centre across India PPFAS presence in Mumbai, Delhi, Bengaluru, Chennai, Pune, Hyderabad and Kolkata

BSE Star MF, NSE NMF & MF Utilities

Invest Online through our SelfInvest App, Websites - Forms on https://amc.ppfas.com/

Consult your financial advisors

How to invest...

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

Thank you