Parag Parikh Financial Advisory Services Limited (PPFAS Limited) is among India's first SEBI Registered Portfolio Managers, having secured their license in 1996.

It has two Schemes within its fold, currently:

Cognito - It's flagship Discretionary Portfolio Management Scheme, in operation since October 1996. However, we are not accepting new clients within this scheme, currently.

Multi Asset Non-Discretionary Strategy: It is a form of portfolio management where we primarily act as your advisors rather than Fund Managers. Since the product is of 'non-discretionary' nature, clients will be involved with investment-related decisions. Ideas will be generated by PPFAS, but investor consent is required before the implementation. However, they will be rid of the burden of tracking them minutely, as our Team will be doing so. Click here for More details...

Disclosures:

Securities Exchange Board of India (SEBI) mandated disclosures which provides essential information required before engaging us as your Portfolio Manager.

• BSL & Co. audits the operations of our Portfolio Management Service.
• Kamlesh P. Mehta Associates, Chartered Accountants performs the internal audit.
• S. Panse & Co LLP audits the firm level performance of the PMS as per Regulation 22 (4)(e) of SEBI (Portfolio Managers) Regulations, 2020 read with Paragraph 13 & 14 of SEBI Circular SEBI/HO/IMD/DF1/CIR/P/2020/26 dated February 13, 2020.

Downloads