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.

PPFAS Knowledge Centre

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

The PPFAS Knowledge Centre is the investor-education and content surface maintained by PPFAS Mutual Fund at amc.ppfas.com/knowledge-centre. The Knowledge Centre aggregates the AMC’s substantial PPFAS-authored educational content, including the CIO Commentary archive from monthly factsheets, the Annual Letter tradition since 2014, the AUM recording archive 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 investment philosophy with new and existing investors and with the broader Indian financial-services creator community.

Annual Letter on WebNotes

How to read the PPFAS Annual Letter

PPFAS Knowledge Centre