Investor Education on WebNotes

Investor Education on WebNoteshttps://v2.webnotes.in/categories/investor-education/Recent content in Investor Education on WebNotesHugoen-INSun, 17 May 2026 00:00:00 +0000PPFAS Knowledge Centrehttps://v2.webnotes.in/ppfas-knowledge-centre/Sun, 17 May 2026 00:00:00 +0000https://v2.webnotes.in/ppfas-knowledge-centre/<p>The <strong>PPFAS Knowledge Centre</strong> is the investor-education and content surface maintained by <a href="https://v2.webnotes.in/ppfas-mutual-fund/">PPFAS Mutual Fund</a> at amc.ppfas.com/knowledge-centre. The Knowledge Centre aggregates the AMC’s substantial PPFAS-authored educational content, including the <a href="https://v2.webnotes.in/how-to-read-ppfas-factsheet/">CIO Commentary archive</a> from monthly factsheets, the <a href="https://v2.webnotes.in/how-to-read-ppfas-annual-letter/">Annual Letter tradition</a> since 2014, the <a href="https://v2.webnotes.in/how-to-access-archived-ppfas-aum/">AUM recording archive</a> on the YouTube channel, investor-education explainers on value investing and behavioural finance, and various thematic content pieces. The Knowledge Centre is one of the principal channels through which PPFAS shares its distinctive <a href="https://v2.webnotes.in/ppfas-investment-philosophy/">investment philosophy</a> with new and existing investors and with the broader Indian financial-services creator community.</p>Equity culture advocacy at PPFAShttps://v2.webnotes.in/ppfas-equity-culture-advocacy/Sat, 16 May 2026 00:00:00 +0000https://v2.webnotes.in/ppfas-equity-culture-advocacy/<p>The <strong>equity culture advocacy at PPFAS</strong> is the body of investor-education programmes, content production and public engagement through which <a href="https://v2.webnotes.in/ppfas-mutual-fund/">PPFAS Mutual Fund</a> has advanced the development of the <strong>broader Indian equity culture</strong> since the May 2013 launch of the <a href="https://v2.webnotes.in/parag-parikh-flexi-cap-fund/">Parag Parikh Flexi Cap Fund</a> , and through the broader history of <a href="https://v2.webnotes.in/parag-parikh-financial-advisory-services-limited/">Parag Parikh Financial Advisory Services Limited</a> (PPFAS Ltd) since the 1979 founding of the predecessor stockbroking practice by <a href="https://v2.webnotes.in/parag-parikh/">Parag Parikh</a> . The equity culture advocacy programme is structurally distinctive within the <a href="https://v2.webnotes.in/mutual-fund-industry-india/">Indian mutual fund industry</a> for its substance, its consistency over multiple market cycles and its alignment with the broader <a href="https://v2.webnotes.in/ppfas-investment-philosophy/">PPFAS investment philosophy</a> .</p>Mutual Funds Sahi Haihttps://v2.webnotes.in/mutual-funds-sahi-hai/Sat, 16 May 2026 00:00:00 +0000https://v2.webnotes.in/mutual-funds-sahi-hai/<p><strong>Mutual Funds Sahi Hai</strong> (Hindi: “Mutual funds are the right choice”) is the industry-wide investor education and awareness campaign launched in February 2017 by the <a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">Association of Mutual Funds in India (AMFI)</a> under the oversight of the <a href="https://v2.webnotes.in/sebi-investment-management-department/">Securities and Exchange Board of India (SEBI)</a> Investment Management Department. It is the largest and most sustained investor education initiative in the history of the Indian <a href="https://v2.webnotes.in/mutual-fund-industry-india/">mutual fund industry</a> , funded through mandatory contributions from all SEBI-registered asset management companies (AMCs) at 2 basis points per annum of daily average net assets, ring-fenced from the <a href="https://v2.webnotes.in/mutual-fund-ter-india/">Total Expense Ratio (TER)</a> under <a href="https://v2.webnotes.in/mutual-fund-ter-india/">Regulation 52</a> of the <a href="https://v2.webnotes.in/sebi-mutual-funds-regulations-1996/">SEBI (Mutual Funds) Regulations, 1996</a> . The campaign is operated by AMFI’s Investor Education Committee and deployed across television, digital media, radio, print, and outdoor formats in Hindi and 10 regional languages.</p>PPFAS Investor Desk Content Portalhttps://v2.webnotes.in/ppfas-investor-desk-portal/Sat, 16 May 2026 00:00:00 +0000https://v2.webnotes.in/ppfas-investor-desk-portal/<p>The <strong>PPFAS Investor Desk</strong> is the public-facing investor-services and content portal of <a href="https://v2.webnotes.in/ppfas-mutual-fund/">PPFAS Mutual Fund</a> , accessible at the URL <a href="https://amc.ppfas.com/investor-desk/">https://amc.ppfas.com/investor-desk/</a> . The portal is the principal landing page for retail investors of PPFAS schemes and aggregates the AMC’s investor-services tooling (registration, KYC, transactions, statements, grievance redressal) with its investor-education materials (Knowledge Centre, books archive, webinars, factsheets and videos). It is operated and updated by the PPFAS communications and digital teams in coordination with the AMC’s <a href="https://v2.webnotes.in/ppfas-investor-education-programme/">PPFAS investor education programme</a> .</p>PPFAS Investor Education Programmehttps://v2.webnotes.in/ppfas-investor-education-programme/Sat, 16 May 2026 00:00:00 +0000https://v2.webnotes.in/ppfas-investor-education-programme/<p>The <strong>PPFAS investor education programme</strong> is the long-running investor-education and equity-culture advocacy activity organised by <strong>PPFAS Asset Management Private Limited</strong>, the AMC of <a href="https://v2.webnotes.in/ppfas-mutual-fund/">PPFAS Mutual Fund</a> . The programme combines the AMC’s web-based <strong>Knowledge Centre</strong> (located at <a href="https://amc.ppfas.com/knowledge-center/">amc.ppfas.com/knowledge-center/</a> ), structured <strong>Investor Education Programme</strong> materials issued under <a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">AMFI</a> and SEBI investor-awareness guidelines, periodic webinars and seminars, the founder <a href="https://v2.webnotes.in/parag-parikh/">Parag Parikh</a> ’s published books and articles, and the <strong>Financial Opportunities Forum</strong> (FoF) content platform at ppfasfof.com. The programme is among the most established investor-education initiatives in the Indian <a href="https://v2.webnotes.in/mutual-fund-industry-india/">mutual fund industry</a> and is widely cited as a content-led complement to the AMC’s <a href="https://v2.webnotes.in/ppfas-monthly-factsheet/">PPFAS monthly factsheet</a> , <a href="https://v2.webnotes.in/ppfas-annual-unitholders-meet/">PPFAS Annual Unitholders’ Meet</a> and <a href="https://v2.webnotes.in/ppfas-youtube-channel/">PPFAS YouTube channel</a> .</p>PPFAS Podcast and Interview Appearanceshttps://v2.webnotes.in/ppfas-podcast-interview-appearances/Sat, 16 May 2026 00:00:00 +0000https://v2.webnotes.in/ppfas-podcast-interview-appearances/<p><strong>PPFAS podcast and interview appearances</strong> denote the body of long-form conversations in which senior office-bearers of <a href="https://v2.webnotes.in/ppfas-mutual-fund/">PPFAS Mutual Fund</a> , principally <a href="https://v2.webnotes.in/rajeev-thakkar-ppfas/">Rajeev Thakkar</a> (Chief Investment Officer, Equity), <a href="https://v2.webnotes.in/neil-parikh-ppfas/">Neil Parag Parikh</a> (Chairman and CEO) and <a href="https://v2.webnotes.in/raunak-onkar/">Raunak Onkar</a> (Head of Research), appear on Indian personal-finance podcasts, YouTube creator channels and FinTwit-adjacent media platforms to discuss investment philosophy, scheme management and the broader <a href="https://v2.webnotes.in/mutual-fund/">mutual fund</a> industry. These appearances form a recognisable thread of the AMC’s <a href="https://v2.webnotes.in/ppfas-monthly-factsheet/">communications</a> tradition, complementing the <a href="https://v2.webnotes.in/ppfas-annual-unitholders-meet/">PPFAS Annual Unitholders’ Meet</a> , the long-form <a href="https://v2.webnotes.in/ppfas-monthly-factsheet/">PPFAS monthly factsheet</a> commentaries and the <a href="https://v2.webnotes.in/ppfas-youtube-channel/">PPFAS YouTube channel</a> archive.</p>Investor Education from TER: How Mutual Fund Fees Fund Financial Literacy in Indiahttps://v2.webnotes.in/investor-education-ter-funded/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/investor-education-ter-funded/<p>The <strong>Total Expense Ratio (TER)</strong> in Indian <a href="https://v2.webnotes.in/mutual-fund/">mutual funds</a> includes a mandatory component earmarked for <strong>investor education and awareness activities</strong>. <a href="https://v2.webnotes.in/sebi-investment-management-department/">SEBI</a> ’s regulations require AMCs to allocate a specified basis-point portion of TER towards investor education, with the funds pooled and administered by <a href="https://v2.webnotes.in/amfi-association-of-mutual-funds/">AMFI</a> through its investor education programmes – primarily the <a href="https://v2.webnotes.in/mutual-funds-sahi-hai/">Mutual Funds Sahi Hai</a> campaign. This mechanism represents one of India’s most distinctive financial regulatory innovations: using industry-generated fees to fund the education of the very investors whose participation the industry seeks.</p>