How to submit questions for the PPFAS Annual Unitholders' Meet

From WebNotes, a public knowledge base. Last updated . Reading time ~5 min. Level: Beginner.

This guide covers submitting questions for the Q&A session of the PPFAS Mutual Fund Annual Unitholders’ Meet (AUM). The Q&A is the most-engaging segment of the AUM, typically running 60 to 90 minutes within the 2-to-4-hour agenda. Questions are accepted from both in-person attendees and online live-stream viewers. Pre-event submission via the registration form or email increases the chance of curation into the live Q&A. Effective questions are specific, on-topic, and substantive.


Step-by-step procedure

Step 1: Identify the appropriate submission channel

Channels vary by timing:

Pre-event (weeks ahead):

  • Registration form: Some PPFAS registration forms include a field for pre-submitting a question. Use this if available.
  • PPFAS investor desk email: Send the question to the investor desk email address (visible on amc.ppfas.com).
  • @PPFAS on X: During the registration window, mention @PPFAS with a question. Use any hashtag PPFAS may publicise (e.g., #PPFASAUM2026).
  • LinkedIn message: PPFAS LinkedIn page may also accept questions.

Live (during the event):

  • YouTube live chat: Online viewers type questions in the YouTube live chat during the AUM stream. PPFAS moderators select questions for the live Q&A.
  • Venue microphone: In-person attendees raise hand or queue at the venue microphone during the Q&A session.

Step 2: Draft a clear, specific question

Effective questions for PPFAS AUMs:

  • Specific portfolio decisions: “Why did PPFCF reduce its position in Alphabet over the past two quarters?”
  • Philosophy clarifications: “How does PPFAS’s behavioural-finance framework apply to evaluating new IPOs?”
  • Macro views: “What is the team’s view on Indian equity-versus-overseas-equity allocation given current INR strength?”
  • Scheme-specific: “What are the operational considerations behind the Large Cap Fund launch in February 2026?”
  • Regulatory: “How does PPFAS plan to use any future restoration of the SEBI overseas allocation cap?”

Less effective questions:

  • Generic queries answerable from the factsheet (“What is PPFCF’s current NAV?”).
  • Personal investment advice (“Should I invest in PPFCF or DAAF?”).
  • Off-topic questions (general macro views unrelated to PPFAS).
  • Multiple unrelated questions bundled together (split into separate submissions).

Keep questions under 50 words for easier moderation.

Step 3: Submit pre-event if possible

Pre-event submission has advantages:

  • The team can prepare a thoughtful response.
  • The question is more likely to be curated into the live Q&A.
  • Complex or sensitive topics get nuanced treatment.

If submitting via email or the registration form, include the registration confirmation number and the folio number for context.

Step 4: Tune in live or attend in person

The AUM date and time were established at registration. Tune in via the PPFAS YouTube channel or attend in person.

Step 5: Type or speak the question during the live Q&A

If a question wasn’t submitted pre-event, use:

  • YouTube live chat (online): Type the question during the Q&A segment. Moderators select questions visible on the screen.
  • Venue microphone (in person): Raise hand or queue at the microphone. The moderator passes the microphone for questions.

Briefly identify yourself: name, city, and folio reference (folio number is not necessary to disclose publicly). Then state the question.

Step 6: Listen carefully to the response

Fund managers often address questions in batches:

  • A specific portfolio question may be answered with broader context (philosophy, sector view, macro framing).
  • The exact words “your question” may not be used; listen for thematic match.
  • If the question isn’t directly addressed, it may be a follow-up after the event.

Step 7: Follow up after the event if needed

For questions not addressed during the live Q&A:

  • Send a follow-up email to the PPFAS investor desk.
  • Reference the AUM Q&A submission and the original question.
  • Allow 1 to 2 weeks for a response, given post-event reconciliation.

The PPFAS team typically responds to substantive investor questions, even those not addressed during the live Q&A.

Step 8: Review the recording for the Q&A section

Post-event, the recording is uploaded to the PPFAS YouTube channel (see how to access archived PPFAS Annual Unitholders’ Meet recordings). Navigate to the Q&A section using timestamps:

  • The Q&A segment usually has timestamp markers in the video chapters or pinned comment.
  • Specific question responses can be found by scrubbing.
  • For re-watching specific responses, the recording allows replay and speed adjustment.

See also

External references

References

  1. PPFAS Mutual Fund Annual Unitholders’ Meet recordings archive on YouTube.
  2. PPFAS Mutual Fund monthly factsheets archive.
  3. PPFAS investor desk page.
  4. SEBI Master Circular for Mutual Funds, 22 May 2024.
  5. SEBI Investor Charter for Mutual Funds, 2021.
  6. SEBI (Mutual Funds) Regulations, 1996.
  7. PPFAS investor desk FAQ at amc.ppfas.com/faqs/.
  8. Past attendee accounts of PPFAS AUM Q&A sessions.
  9. AMFI Industry Best Practices on investor engagement.
  10. CFA Institute Standards on professional communication.

Reviewed and published by

The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

Last reviewed
Conflicts of interest
WebNotes is independent. No relationship with any broker, registrar or bank named in this article.