Top Tweets for #PPFASAGM
PPFAS #AGM 2025 in few long tweets. Content generated by Google LLM for first 3 tweets.
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Rajeev's Quips : the best part of AGM
Sorry to be the bearer of bad news: Your ₹1,000 monthly SIP won't make you Elon Musk or Mukesh Ambani.
Index funds are "patsies" that give free money to arbitrageurs because rebalancing notifications are public.
We live in a world where "no margins" get the best valuations. We, however, remain old school.
A new IPO is like a first date; everyone looks great. Wait a few years to find out what they are really paying themselves.
In 1995, when the IPO market died, we spent the day playing computer games. That's how fast cycles change.
The rule of the quant community: There has never been a backtest that looked bad.
If you find ITC expensive in this market, you and I should migrate away from India and invest somewhere else.
You rarely find bold investors who are also old investors. I am definitely in the category of "old investors."
We don't have risk mitigation against nuclear war or asteroid strikes; we only worry about things we can control.
Promoter families are barred from ESOPs, making me the lowest-paid employee at PPFAS. Maybe I should give myself a big fat bonus. (this was neil)
I’m very grateful to unitholders for asking about my retirement every year. It helps me a lot. Please keep this coming.
#readforonepercentbettereveryday
#ppfasAGM @PPFAS @RajeevThakkar
Worth every minute , Learnings were top tier.
https://t.co/DM8tP7cJCl
CEO @npparikh6 announces our intention to serve as a National Pension System (NPS) Fund Manager.
#ppfasAGM

The 12th. Unitholders' Meet concludes with the Team thanking all unitholders.
The video will be uploaded soon. #ppfasAGM
"Shared core values"... such as doing what is best for investors, is what has kept many members of the PPFAS Team together for several years, asserts CEO @npparikh6 in response to a question. #ppfasAGM
Is Indian stock exchange model like a "toll bridge"?
Watch Shantanu Bawari break down their business model, unit economics of key offerings and the contrast with global peers, and become equipped with evaluating NSE's DRHP, in this episode of FOF.
https://t.co/QSUUciHsOO
On being asked about why we purchased some stocks 'too late', @RajeevThakkar said that the state of the business and the environment in which it operates (and not merely the stock price) should be key considerations in the purchase decision. #ppfasAGM
🔹 SIF: We are not launching any SIF now.
We will wait & watch. And see what others are doing.
🔸 Multi Asset Fund: No, we are not launching any more funds.
- Neil Parikh, CEO PPFAS Mutual Fund in #ppfasAGM
CEO @npparikh6 says we are adopting a wait-and-watch mode when it comes to launching Specialised Investment Funds (SIFs). #ppfasAGM
Fund Manager reiterates that we follow a 'basket approach' when it comes to investing in pharmaceutical companies. #ppfasAGM
In response to a question about when PPFAS Limited may IPO, CEO @npparikh6 estimates that it may be sometime in 2030. #ppfasAGM
We are looking at listing (IPO) probably 5 years from now i.e. 2030.
May or may not happen. But we are fine now to be listed by 2030.
- Neil Parikh, CEO PPFAS Mutual Fund in #ppfasAGM
You listen to Rajeev Thakkar once a year and it keeps you grounded and motivated for the whole year ahead. Candor, levelheadedness and integrity shine through.
#ppfasAGM

CEO @npparikh6 depicts how Parag Parikh Flexi Cap Fund has protected unitholders from the downside of equity markets.
#ppfasAGM

CIO @RajeevThakkar differentiates between 'hot' stocks which generate cash flow and those which do not. #ppfasAGM
The Q&A Session begins. CIO @RajeevThakkar answers the first question regarding our impending launch of Parag Parikh Large Cap Fund. #ppfasAGM
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