The Test-Cricket Investing of PPFAS | Neil Parikh & Rajeev Thakker |MF Chronicles| Vikaas M Sachdeva

Описание: The hardest part of investing isn’t earning returns. It’s staying in the game.

This episode of #MFChronicles features two leaders who have quietly built one of India’s most respected long-term investing journeys - Neil Parikh and Rajeev Thakkar of Parag Parikh Mutual Fund ‪@ppfasltd‬ .

In this episode, we discuss:
• Why “not losing money” matters more than chasing returns
• How they invested when markets fell nearly 40% during Covid
• Building a long-term institution without corporate backing
• The Swiss Army knife approach to portfolio construction
• Managing investor behaviour through communication and exit loads
• Active vs passive investing in a growing market
• Why underperformance is sometimes the price of discipline
• How fintech and SIPs are reshaping investor behaviour
• The role of global diversification in reducing risk
• Why thinking in decades changes everything

Neil and Rajeev also share rare insights on building trust without noise, growing without marketing hype, and choosing process over popularity.

For me, this was a reminder that real success doesn’t announce itself. It compounds quietly through patience, clarity, and conviction.

If you believe in playing the long game, staying at the crease, and letting time do the heavy lifting, this episode is for you.

Watch the full episode to understand how great investing begins with survival - and grows through discipline.
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Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva

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📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable.
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Chapters:
00:00 Presented By
00:03 Episode Trailer
01:51 Disclaimer Note
01:54 Show Introduction
03:24 Early Powerplay
07:01 Swiss Army Knife Concept
08:40 Early days of MF
09:09 PPFAS Memories
09:23 Core Ideology
11:22 Investing Style
15:01 Demonetisation Impact
19:24 Entrepreneurial Mindset
20:26 Survival Phase
25:16 Mutual Fund Sahi Hai Campaign
28:22 Investor Behaviour
34:30 Digital Distribution
37:22 Key Data
39:25 Passive Investing
45:00 Covid Impact
48:45 Communication Shift
53:49 Distributor Strategy
57:54 Global Allocation
1:03:56 Student QnA
1:04:07 Legacy & Gold
1:08:10 Gold Bubble
1:10:43 Portfolio Flexibility
1:14:21 GDP vs Markets
1:16:58 Closing Thoughts
1:18:01 End Credits