| Factsheet for December 2019 is out now. Download it here... Notice regarding Unitholders' Meet | This Meeting is being held so that you get to know us better and in doing so, reinforce your trust in us and our process. We offer ourselves to your scrutiny and hope to acquit ourselves well.
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NEWSLETTER - JANUARY 2020 |
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Notice regarding Unitholders' Meet |
This Meeting is being held so that you get to know us better and in doing so, reinforce your trust in us and our process. We offer ourselves to your scrutiny and hope to acquit ourselves well.
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Media Coverage |
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Articles, blog posts and interviews in the media from last month. |
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Financial Opportunities Forum
Guest Speaker - Mr. Jiten Parmar talks about his experience & what investors should be aware of when investing in Cyclical Businesses.
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Know more about the Financial Opportunities Forum
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Behavioral Finance |
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Every month we will include a few relevant articles in association with Morningstar India
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December 23, 2019 |
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How to make ‘easy money’ work for you
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Imagine you receive a Diwali or Christmas gift of Rs 5,000. Are you more likely to spend that money or to stash it in a savings account with the intention of investing it? Most people would spend it, and that’s because of mental accounting.
Read here →
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December 12, 2019 |
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How to beat your biases
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Benjamin Graham famously said that the investor’s chief problem - and even his worst enemy – is likely to be himself.
Read here →
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Note: Viewers/readers should note that objective of these articles/interviews is to communicate with our unit-holders and share with them our thought process. It should be noted that views expressed here are based on information available in public domain at this moment. Views expressed here can change depending on change in circumstances. Nothing discussed here, constitute a buy/ sell/ hold recommendation.
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The investment objective of the Scheme The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.
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Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them.
Download SID/SAI and KIM here.
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Investors understand that their principal will be at Moderately High risk.
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| This product is suitable for investors who are seeking |
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(I) Income over the short term
(II) Investment in debt / money market instruments.
Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them.
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Investors understand that their principal will be at Low risk. |
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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This product is suitable for investors who are seeking
- Long term capital appreciation
- Investment predominantly in equity and equity related securities.
Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them.
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Investors understand that their principal will be at Moderately High risk.
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'PPFAS Selfinvest' |
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Consistent with our preference for 'digital over terrestrial', we have launched our Mobile and Web Apps. titled 'PPFAS SelfInvest'.
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Through this you can currently:
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- Create a new Folio
- Make additional purchases, redeem and switch.
- Undertake SIP, STP and SWP transactions
- View your investments
- Fetch your Account Statement
More features will be added soon...
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Improvements undertaken in the latest version
(Version Nos. 3.9.12 for iOS and Android) |
- When creating a new folio, you can now add a SIP.
- We have simplified the form to register for a new SIP.
- The Debit Card option has been suspended for everyone owing to the 'Third Party Validation Issue'
- As per SEBI Regulation, corporate clients are not allowed to transact online.
- Minor bug fixes and improvements.
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Please help us improve your online experience... |
Have you ever tried out / invested via PPFAS SelfInvest.
Over the past year, we have been receiving several suggestions on how we could improve your online experience. While we have been able to implement some of these quickly, we are continuously working on those which are more long-drawn. Unfortunately, feedback received at irregular intervals can be difficult to collate and review. Hence we thought of developing a central repository for App. related suggestions. Besides enlightening us, it will also help us decide the order of priority with respect to new feature additions / improvements in User Interface (UI).
If yes, we thank you for doing so. We request you to please provide your suggestions, below.
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| Mutual Fund investments are subject to market risks, read all scheme related documents carefully. |
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| Download PPFAS SelfInvest |
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