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

Managing your money using Value Investing principles!

● About our promoter Section 1 ● The journey of PPFAS --------------------------------------------------------------------------- ● ● Our core belief and purpose Section 2 ● Our Investment approach ---------------------------------------------------------------------------- ● Our product ofgerings Table of Section 3 ● Skin in the game ---------------------------------------------------------------------------- contents ● Why us? Section 4 ---------------------------------------------------------------------------- ● Scheme features and facts Section 5 ● Who should invest and how to invest ---------------------------------------------------------------------------- ● Investment team Section 6 ● Other details ----------------------------------------------------------------------------

About the man who laid the foundation of PPFAS Late Shri Parag Parikh Multifaceted...Stockbroker, Investor, Author ● ● A man who believed in moving with the times… ...without moving away from his core beliefs ●

Became a Pvt. Launched Ltd. Company PPFAS Mutual Fund _ _ _ _ _ _ _ _ _ _ _ _ _ 2015 2013 Stopped broking business to avoid Became a public 1996 conflict of interest in 2014 limited company 1992 One of the first to get PMS License Established Parag Parikh Financial Helping clients achieve their long-term Advisory Services 1979 financial goals since last 40 Years

Our Core Belief: The Law of the Farm “ You cannot sow something today and reap tomorrow! A seed has to go through the various seasons before it turns into a fvlly grown tree. So is the case with Investing. ” - Parag Parikh

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

A glimpse into our Investment Approach Partnering with minority-shareholder friendly 1 Partnering with businesses managements and not merely purchasing stocks 2 Purchasing cash generating, 3 low debt businesses Businesses with strong 4 moat/competitive advantage Avoid overpaying……... 5 Purchase with a 'Margin of Safety’

Why Us? Skin in the game: We have invested our own money in 05 We are steadfast believers the scheme along with our in the time-tested principles investors of value investing 01 04 A tax effjcient investments in International Markets Our investment choices are not dictated by factors such as momentum, technical 02 03 We consider fund analysis, algorithms management as a profession rather than a business

Our Ofg fgerings Parag Parikh Long Term ● The flagship scheme of the fund house ● A true go anywhere fund, can invest across Equity Fund 01 geographies wherever we find value ● Suitable for investors having long term investment horizon An Open Ended Equity Scheme May 24, 2013 ● A credible alternative to bank fixed deposits, Parag Parikh Liquid Fund enabling you to invest to deploy money for short 02 periods ● Multiple dividend options available An Open Ended Equity Scheme ● Enables you to transact and invest in PPLTEF & May 11, 2018 PPTSF through STP, SWP options Parag Parikh Tax Saver ● I t is a diversified Equity Fund investing a minimum Fund 03 of 80% of its corpus in Indian equities ● Eligible for Income tax deduction under section (ELSS) with a 3 year lock-in period 80/C upto 1.50 Lakhs July 24, 2019

Scheme 1 About our Flagship scheme Parag Parikh Long Term Equity Fund We value 'Value Investing'! We only include companies with low debt, high cash flows, investor-friendly managements , etc. A Swiss Army knife Parag Parikh Long Term Equity Tax Effj ffjcient Fund has the flexibility to invest in 65% of corpus invested in Indian Indian and foreign companies equities. Hence it enjoys the same irrespective of market capitalisation tax benefits as any other Indian and sectors. equity mutual fund scheme, Continued...

Scheme 1 Local fund with global focus GLOBAL ADVANTAGE... WITHOUT ANY TAX DISADVANTAGE.* Parag Parikh Long Term Equity Fund (PPLTEF) 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 difgerent are: ● Reducing ‘country risk’ ● Winners keep rotating ● Reducing portfolio volatility ● Wider choice ● Valuations

Scheme 2

Scheme 3

Similarities - PPTSF & PPLTEF Parag Parikh Tax Saver Parag Parikh Long Term Fund Equity Fund Fund Management Team Low portfolio turnover Investment philosophy Focussed portfolio No Dividend Plan

Difg fgerences - PPTSF & PPLTEF Parag Parikh Tax Saver Parag Parikh Long Term Fund Equity Fund Income Tax Relief Lock-in-period Minimum Investment 500 1,000 Amount Foreign securities

Investment Team Combined experience of 30 + years in managing money

Who should invest... While the Scheme is open to all Indian investors, it is especially suitable for patient investors who Prefer simple investment Welcome, rather than fear, Understand that equity solutions rather than complex stock market volatility investments are for the long ones term

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

Parag Parikh Long Term Equity Fund Parag Parikh Liquid Fund Parag Parikh Tax Saver Fund Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Thank you