- Member of a Stock Exchange in South Asia to start formal equity
research with a dedicated department way back in 1985.
- Financial Advisory Service Company among Indian Stock Brokers to
start Portfolio Management Services in Equities.
- Stock broking firm to implement Information Technology Strategies
for Knowledge Management in the entire organization.
- To start a portfolio management service for Mutual Funds in India.
The first retail client based financial advisory service to continuously
evaluate, rank and monitor mutual funds performance to design and
maintain a active mutual fund portfolio - March 2001.
- Indian Stock Broker to intensively study, originally research and practically apply 'Behavioural Finance' - (an emerging science that studies human behaviour towards money matters, by linking psychology to finance) with actual investment strategies in the Indian Capital Markets.
Normally, a brokerage firm's main income is derived out of clients' speculative activity. At PPFAS, there is no speculative business. Clients are continually educated in Fundamental and Value Investment Strategies and speculation is actively discouraged.
IT bubble ignored
The recent IT bubble was ignored by PPFAS, its discerning clients and thus preventing wealth erosion.
Continuous human resources development
PPFAS is a learning organization. Regular formal training programs are conducted as a Human Resource Development activity.


