How to read the PPFAS Annual Letter

Sun, 17 May 2026 00:00:00 +0000

The PPFAS Annual Letter is the AMC’s deepest annual communication, an essay rather than a data dump. Published each June or July after the just-completed financial year, authored jointly by Neil Parikh (Chairman/CEO) and Rajeev Thakkar (CIO), the letter sets out what the year actually was about and what the team is thinking heading into the next one. The tradition began in 2014 (the year after PPFCF launched) and the back catalogue is a continuous record of PPFAS’s evolving philosophy across more than a decade of Indian markets.

Annual Letter on WebNotes

How to read the PPFAS Annual Letter