Parag Parikh Financial Advisory Services Limited
Overview
Established in 1992, Parag Parikh Financial Advisory Services Limited is a prominent investment advisory firm based in Mumbai, India. The firm specializes in portfolio management and mutual fund services, adhering to principles of long-term value investing and behavioral finance. It is the sponsor of PPFAS Mutual Fund, which launched its first scheme in May 2013 and currently manages six schemes. The firm's portfolio management services are registered with the Securities and Exchange Board of India (SEBI) under registration number INP000000241. While it currently manages a scheme called 'Cognito', it has ceased to accept new clients for the past decade or so. Parag Parikh Financial Advisory Services Limited is committed to helping investors achieve their financial goals through disciplined, long-term investment strategies, prioritizing transparency and investor education. The firm's leadership includes directors such as Neil Parag Parikh, Dipti Neelakantan, and Hitesh Gajaria, who uphold the company's mission and values.
Investment Focus
- Accredited investors only
- Compliance with SEBI regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Parag Parikh Financial Advisory Services Limited
What sectors does Parag Parikh Financial Advisory Services Limited invest in?
Parag Parikh Financial Advisory Services Limited invests in Financial Services, Asset Management and Investment Advisory, and is based in Mumbai, Maharashtra, India. Parag Parikh Financial Advisory Services Limited is listed as a mutual fund in the ConnectSafely investor database.
What stage does Parag Parikh Financial Advisory Services Limited invest at?
Parag Parikh Financial Advisory Services Limited backs companies at Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Parag Parikh Financial Advisory Services Limited invest in?
Parag Parikh Financial Advisory Services Limited invests across India.
Who are the partners at Parag Parikh Financial Advisory Services Limited?
Team members listed for Parag Parikh Financial Advisory Services Limited include Khushboo Joshi (Chief Wealth Officer) and Akshay Upadhyay (Chief Technology Officer).
What companies has Parag Parikh Financial Advisory Services Limited invested in?
Parag Parikh Financial Advisory Services Limited's portfolio includes PPFAS Mutual Fund.
How do I contact Parag Parikh Financial Advisory Services Limited?
Parag Parikh Financial Advisory Services Limited's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
