Annual Unitholders Meet on WebNotes

How to access archived PPFAS Annual Unitholders' Meet recordings

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

Twelve years of AUMs sit on PPFAS’s YouTube channel, from the first one in 2014 (the year after PPLTVF launched) to the 12th in November 2025. Each runs two to four hours. Watched in sequence, the archive is one of the longest continuous video records of any Indian AMC’s thinking over time: portfolio positions, philosophical clarifications, succession through the post-Parag-Parikh transition, SEBI regulatory shifts, the COVID drawdown, the overseas-cap pause, the move from PPLTVF to PPLTEF to PPFCF. As a research resource, this is dense.

How to prepare to attend the PPFAS Annual Unitholders' Meet

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

An AUM watched cold is fine; an AUM watched after a couple of weekend reading hours is substantially better. The fund managers presume an audience that has read the year’s factsheets and remembers what was in the Annual Letter. If that’s you, the presentations land deeper, the Q&A makes sense in context, and your own questions stop being generic. If it isn’t, you get most of the substance anyway, but you miss the texture.

How to register for the PPFAS Annual Unitholders' Meet in person

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

The AUM livestream is functionally complete. You see and hear everything, and you can submit questions through the chat or the pre-event form. So registering for the hall is essentially a trade: you spend a Saturday in Mumbai and the associated travel money, and in return you get the room itself. The fund managers in front of you, the chance to raise your hand directly during the Q&A, twenty minutes either side of the event when you can meet other PPFAS investors and sometimes the team. The 12th AUM (22 November 2025) was at Birla Matushree Sabhaghar near Marine Lines; the 13th will be in the same general window in 2026.

How to submit questions for the PPFAS Annual Unitholders' Meet

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

The Q&A is the segment of the AUM where the fund managers go off-script. The CIO and Head of Research presentations cover the year systematically and the slides do most of the work; the Q&A is where the answers depend entirely on which questions get pulled in and which don’t. If you want yours to land, the writing matters more than the platform: a specific, focused question that couldn’t be answered from the latest factsheet has a real chance of being read out, while a generic query about NAV doesn’t.

How to watch the PPFAS Annual Unitholders' Meet livestream

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

The PPFAS Annual Unitholders’ Meet is the AMC’s one big event of the year. Once a Saturday late in the calendar, Rajeev Thakkar and the rest of the team sit in front of a Mumbai auditorium for three or four hours, walk through what the portfolio did and why, and then take questions for as long as people keep asking them. The in-person hall fills up; the YouTube livestream is how everyone else watches. The 12th AUM ran on 22 November 2025 at Birla Matushree Sabhaghar; the 13th will be sometime in Q4 2026 with the date confirmed about a month and a half ahead.