Channel Title: PPFAS Mutual Fund Channel Description: An equity mutual fund guided by the principles of Value Investing and Behavioral Finance. We follow a low risk approach to money management. <video> Factors driving 'co-working' spaces Description: Neeraj Marathe discusses the co-working space industry in India. Some key points: • Co-working spaces provide flexible office spaces for companies where they don't have to worry about operational issues like cleaning, maintenance, etc. This makes it cost effective for companies. • There are different types of co-working models like pure co-working spaces, build to suit spaces, managed offices, and virtual offices. • The success of a co-working operator depends on factors like the type of area and building, negotiations with landlords, relationships with property consultants, the mix of clients from different industries, occupancy levels, and capex costs. • The co-working industry in India is growing rapidly but is also highly competitive and commodity-like with low entry barriers. Operators need to focus on offering good service and building community to differentiate themselves. • While there are risks like dependence on large clients and landlords not renewing leases, maintaining good relationships with all stakeholders and flexibility in business models can help mitigate these risks. • If managed properly, co-working spaces can be a profitable and scalable business for operators while providing cost savings and flexibility for companies. </video> <video> Decoding the Flavors & Fragrances Industry Description: 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 and fragrance products in industry. This traditional fragrance industry has seen vast changes in the recent years with new avenues of raw material sourcing and wider usage. </video> <video> Untold truths about Insurance Description: In a recent presentation, Mahavir Chopra (Founder - beshak.org) provided valuable insights into the insurance industry. He discussed the 13 untold truths of the insurance industry and what all things a consumer should focus on. He also discussed what common mistakes consumers make while buying insurance. He explained that insurance companies depend on intermediaries to sell their products, highlighting how the priorities of these companies shift across different stages: selling policies, renewing them, and processing claims, with the latter often receiving lower priority. He discussed why all thumb rules are only sales gimmicks and burst many myths in the industry. </video> <video> Overview of Outsourced Electronics Manufacturing companies Description: In this video, Raj Mehta gives an overview of the Outsourced Electronics Manufacturing Industry of India and their evolution. He talks about various business models as well as the major players & their strategies. He also talks about what can be the competitive advantages for any player in the industry. </video> <video> "What to do once you are rich" Description: 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 well, on average returns are lower than index funds. Getting shares in promising startups is difficult. Mr. Rajeev Thakkar discusses challenges with private equity funds and alternatives like PMS and AIFs. Though they have their place, costs are higher and returns are often lower for the average fund. Structured products promise to protect capital while giving equity upside but come with catches like lower returns and higher taxes. In conclusion, he recommends a balanced approach to investments. Alternatives have their place but should not be blindly pursued. Mainstream investments through mutual funds often provide a better risk-return tradeoff for long-term wealth creation. Download the presentation file here: https://ppfasfof.com/what-to-do-once-you-are-rich/ </video> <video> Understanding the Payments Ecosystem Description: In this video we explore India's payments ecosystem, focusing on its growth, structure, key players, and future trends. </video> <video> Personal Tax Simplified... Description: In this video, Raj Mehta tries to cover different aspects of personal taxation. This is continuation of the Wealth Management series where different aspects of personal finance are being covered. Apart from the taxation rates, he also tries to cover NRI taxation, foreign remittances, inheritance & estate tax as well as different structures in GIFT city. </video> <video> Family Business vs Business Families - Understanding the difference Description: Mr. Rajeev Thakkar discusses the challenges faced by family businesses, especially when passing on the business to the next generation. He argues that family businesses should transition to becoming a "business family" by separating the business and family aspects. This helps preserve the business if family issues arise and vice versa. Some key challenges for family businesses are: - Dividing the business assets fairly among multiple heirs when the business itself cannot be divided easily. - Accurately valuing the business assets, which is difficult for unlisted private businesses. - Deciding who should run the business - the most capable person or a family member? - Dealing with family members who are not interested in the business. - Handling disputes and differences of opinion between family members. He argues that diversifying investments beyond just the family business helps preserve wealth in the long run. Concentration works while building wealth but not for preserving it. He also stresses the need to reward family members working in the business fairly and distinguish between ownership and efforts. In summary, for family businesses to succeed across generations, they need to professionalize and transition to a "business family" model that separates the business and family aspects while maintaining a symbiotic relationship. Download the presentation here: https://ppfasfof.com/family-business-vs-business-families-understanding-the-difference/ </video> <video> Rise & Fall of Business Families Description: 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 & TV shows to learn from. It seems like a golden time for managing family wealth. </video> <video> How to choose a Fund Manager? Description: In this presentation, Mr. Rukun Tarachandani delves into the process of identifying good fund managers. He begins by exploring the debate between active and passive investing, questioning whether it's worth the time and effort to choose a fund manager. He then moves on to discuss the various nuances involved in fund manager selection, covering both qualitative and quantitative criteria, as well as the role of organizational factors in making an informed decision. </video> <video> Estate and Succession planning Description: Ms. Deepika More stresses the importance of planning for succession and estates to avoid family conflicts and legal battles over inheritance. Proper planning provides peace of mind, financial security for dependents, reduces taxes, and protects assets using tools like wills and trusts. Since different religions have their own inheritance laws, wills and trusts offer benefits like control over how assets are distributed, tax savings, and privacy. Overall, good estate planning prevents disputes, legal issues, and delays, making sure that wealth is passed on securely and according to one's wishes. Download the presentation here (in the description): https://ppfasfof.com/estate-and-succession-planning/ </video> <video> Unitholders' Meet 2024 - Live Stream Description: 00:00 - PPFAS Team Intro 05:06 - PPFAS Ad Campaigns 09:14 - Introduction by Neil Parag Parikh (start here) 32:30 - Presentation by Rajeev Thakkar 56:14 - Q&A Session with Neil Borate 1:28:31 Fan favorite ITC 1:29:51 Coal India 1:35:25 EID Parry 1:36:24 HDFC Bank 1:38:41 Meta, Google, Microsoft, Amazon & High Capex for AI 1:41:25 Kotak Bank 1:43:10 Wipro 1:44:49 Pharma Sector 1:45:48 Tax Saver Fund (ELSS) vs Flexi Cap Fund 1:47:45 Long-Term bonds in PPDAAF 1:49:03 Bonds allocation in PPDAAF Portfolio 1:51:18 Coal India and Power Grid 1:52:44 Bajaj Holdings 1:53:16 Experiment of Long-dated Options 1:55:16 Accelya Solutions 1:56:59 NVIDIA 1:58:54 NMDC 2:00:13 Maruti Suzuki 2:01:55 Succession Plan for PPFAS 2:05:07 Open-ended Funds VS Close-ended Funds 2:06:50 When is the IPO coming? 2:08:40 Live Q&A Session </video> <video> Applications of AI in Medicine Description: The medical field has been one of the early adopters of AI tools. After CIO Rajeev Thakkar's video on Recent Developments in AI, Fund Manager Raunak Onkar walks us through the application of AI / ML Technology in the healthcare field. Download the presentation file here: https://ppfasfof.com/applications-of-ai-in-medicine/ </video> <video> Blitzscaling - The Softbank Protocol Description: 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 his seeming madness. </video> <video> Quick Commerce - Can it revolutionize the retail industry? Description: 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. </video>

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An equity mutual fund guided by the principles of Value Investing and Behavioral Finance. We follow a low risk approach to money management.

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