PPFAS Mutual Fund :: About Us

Management

Neil Parikh Chairman and Chief Executive Officer
	Neil Parag Parikh is the Chairman and Chief Executive Officer of the Company. He has been a part of the Capital Market for over a decade with experience across wealth management, research, Institutional desk, marketing, operations, broking, key client management to name a few. He started his career as an intern with JM Morgan Stanley in 2003. He has been a part of Parag Parikh Financial Advisory Services Pvt. Ltd. since July 2004 in various capacities. At PPFAS Mutual Fund, apart from handling key client relationships, he is also entrusted with the fulfillment of strategic responsibilities. Keeping with his father's, Parag Parikh's philosophy, Neil believes in Value-investing and is a strong advocate of applying behavioral finance fundamentals in investing. Neil's academic excellence is reflected in his qualification from prestigious universities. He holds a Masters in Business Administration from IESE Business School, Spain and a BA in Economics from University of North Carolina at Chapel Hill. He is an avid reader and a passionate golfer. He also plays several other sports for recreation.

Neil Parikh

Chairman and Chief Executive Officer

Neil Parag Parikh is the Chairman and Chief Executive Officer of the Company.

He has been a part of the Capital Market for over a decade with experience across wealth management, research, Institutional desk, marketing, operations, broking, key client management to name a few.

He started his career as an intern with JM Morgan Stanley in 2003. He has been a part of Parag Parikh Financial Advisory Services Pvt. Ltd. since July 2004 in various capacities. At PPFAS Mutual Fund, apart from handling key client relationships, he is also entrusted with the fulfillment of strategic responsibilities.

Keeping with his father's, Parag Parikh's philosophy, Neil believes in Value-investing and is a strong advocate of applying behavioral finance fundamentals in investing.

Neil's academic excellence is reflected in his qualification from prestigious universities. He holds a Masters in Business Administration from IESE Business School, Spain and a BA in Economics from University of North Carolina at Chapel Hill.

He is an avid reader and a passionate golfer. He also plays several other sports for recreation.

Rajeev Thakkar Chief Investment officer & Equity Fund Manager
	Rajeev Thakkar's possesses relevant experience of over two decades in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management. Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management. His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito". Read More...

Rajeev Thakkar

Chief Investment officer & Equity Fund Manager

Rajeev Thakkar's possesses relevant experience of over two decades in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.

Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.

His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito". Read More...

Shashi Kataria COO, CFO and Director
	He is the Head - Accounts & Taxation. He is responsible for taking care of day for day accounting & ensuring statutory compliance of various government dues. He is also responsible for preparing yearly financial statements of the PPFAS Asset Management Private Limited & getting the books of accounts audited ,signed & approved by statutory auditors as well as directors. He was previously associated with DSP Blackrock Investment Managers Private Limited as an Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limited , Cravatex Limited while he was associated with Ganesh Jagadeesh & Co., Chartered Accountants. He is commerce graduate from Mumbai University & an fellow member of Institute of Chartered Accountants of India (ICAI).

Shashi Kataria

COO, CFO and Director

He is the Head - Accounts & Taxation. He is responsible for taking care of day for day accounting & ensuring statutory compliance of various government dues. He is also responsible for preparing yearly financial statements of the PPFAS Asset Management Private Limited & getting the books of accounts audited ,signed & approved by statutory auditors as well as directors.

He was previously associated with DSP Blackrock Investment Managers Private Limited as an Manager Finance. He had also worked on assignment basis in various companies like Cargotec India Private Limited, Redbull India Private Limited, UTV Software Limited, UCB Pharmaceuticals Limited , Cravatex Limited while he was associated with Ganesh Jagadeesh & Co., Chartered Accountants.

He is commerce graduate from Mumbai University & an fellow member of Institute of Chartered Accountants of India (ICAI).

Aalok Mehta Head - Investor Relations
	He heads the Investor Relations unit. He and his team's responsibilities include advising clients, solving their queries and redressing their grievances. He played a similar role at PPFAS Limited, wherein he leveraged seven years of experience to add value to clients. Over the years, he has worked in wealth management and investor relations in organisations such as DSP Merrill Lynch (now DSP Blackrock), IL&FS Mutual Fund, Excel Funds (in Canada) and Emkay Global. He holds a M.Com degree and an M.B.A from York University, Canada.

Aalok Mehta

Head - Investor Relations

He heads the Investor Relations unit. He and his team's responsibilities include advising clients, solving their queries and redressing their grievances. He played a similar role at PPFAS Limited, wherein he leveraged seven years of experience to add value to clients.

Over the years, he has worked in wealth management and investor relations in organisations such as DSP Merrill Lynch (now DSP Blackrock), IL&FS Mutual Fund, Excel Funds (in Canada) and Emkay Global.

He holds a M.Com degree and an M.B.A from York University, Canada.

Jayant Pai Head - Marketing
	He heads the online and offline marketing functions besides serving as one of the official media spokespersons for PPFAS AMC. He also functioned in a similar profile at PPFAS Ltd. His prior assignments include stints in Institutional Equity Sales at HSBC InvestDirect Securities Ltd. and Tower Capital and as a Knowledge Manager at Financial Planning Standards Board of India (FPSB India). He is a Certified Financial Planner (CFP^CM) Certificant and also holds a Diploma in Securities Law from the Government Law College, Mumbai

Jayant Pai

Head - Marketing

He heads the online and offline marketing functions besides serving as one of the official media spokespersons for PPFAS AMC. He also functioned in a similar profile at PPFAS Ltd.

His prior assignments include stints in Institutional Equity Sales at HSBC InvestDirect Securities Ltd. and Tower Capital and as a Knowledge Manager at Financial Planning Standards Board of India (FPSB India).

He is a Certified Financial Planner (CFP^CM) Certificant and also holds a Diploma in Securities Law from the Government Law College, Mumbai

Priya Hariani Compliance Officer and Company Secretary
	She has more than 6 years of experience and heads the Compliance, Secretarial and Legal functions of the Company. While working with Sponsor company (PPFAS Ltd.) she handled the secretarial and compliance functions of the Portfolio Management Services. Prior to joining PPFAS, she was associated with Larsen & Toubro Limited as Management Trainee, where she handled secretarial functions for the subsidiary companies of L&T. She has also handled Non-Convertible Debentures (NCD's) Issue while doing a specialized training from L&T Financial Services. She is a Commerce graduate from Mumbai University. She is an Associate member of The Institute of Company Secretaries of India (ICSI) and a Law graduate from Mumbai University.

Priya Hariani

Compliance Officer and Company Secretary

She has more than 6 years of experience and heads the Compliance, Secretarial and Legal functions of the Company. While working with Sponsor company (PPFAS Ltd.) she handled the secretarial and compliance functions of the Portfolio Management Services.

Prior to joining PPFAS, she was associated with Larsen & Toubro Limited as Management Trainee, where she handled secretarial functions for the subsidiary companies of L&T. She has also handled Non-Convertible Debentures (NCD's) Issue while doing a specialized training from L&T Financial Services.

She is a Commerce graduate from Mumbai University. She is an Associate member of The Institute of Company Secretaries of India (ICSI) and a Law graduate from Mumbai University.

Raj Mehta Fund Manager - Debt
	He is managing the debt component of the scheme since January 2016. He also manages Parag Parikh Liquid Fund. He has collectively over 6 years of experience in investment research. He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013. He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.

Raj Mehta

Fund Manager - Debt

He is managing the debt component of the scheme since January 2016. He also manages Parag Parikh Liquid Fund.

He has collectively over 6 years of experience in investment research. He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013.

He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.

Raju Shelat Head - Operations
	He is the head-operations of PPFAS Asset Management Pvt. Ltd. Prior to that, he was working with Parag Parikh Financial Advisory Services Pvt. Ltd. as VP-PMS Operations and was in charge of handling PMS operations and compliance since 2004. He is a commerce graduate. He started his career as an accountant with Bhagwati Associates Pvt. Ltd. in 1988 and was employed there for 2 years. His previous stints include in the companies such as Starwin Textile Mills Pvt. Ltd., GTC Industries Ltd. and Batliboi Ltd.

Raju Shelat

Head - Operations

He is the head-operations of PPFAS Asset Management Pvt. Ltd.

Prior to that, he was working with Parag Parikh Financial Advisory Services Pvt. Ltd. as VP-PMS Operations and was in charge of handling PMS operations and compliance since 2004.

He is a commerce graduate. He started his career as an accountant with Bhagwati Associates Pvt. Ltd. in 1988 and was employed there for 2 years. His previous stints include in the companies such as Starwin Textile Mills Pvt. Ltd., GTC Industries Ltd. and Batliboi Ltd.

Raunak Onkar Head - Research
	He heads the Research department. His prior assignments include being a Research Analyst at PPFAS Limited. He started his career at PPFAS as part of his internship during MBA. He holds an MMS (Finance) degree from the University of Mumbai.

Management

Management

Chairman and Chief Executive Officer

Chief Investment officer & Equity Fund Manager

COO, CFO and Director

Head - Investor Relations

Head - Marketing

Compliance Officer and Company Secretary

Fund Manager - Debt

Head - Operations

Head - Research

"You cannot sow something today and reap tomorrow! A seed has to go through the various seasons before it turns into a fully grown tree. So is the case with Investing." - Parag Parikh

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