PPFAS (Parag Parikh Financial Advisory Services) was established in 1992 with a focus on providing investment advisory and transaction services on the Bombay Stock Exchange (BSE), later expanding to the National Stock Exchange (NSE). Over time, the firm has evolved into a comprehensive financial services provider, offering various investment management solutions to clients across India.
Investment Advisory Services:

Portfolio Management Services (PMS): PPFAS specializes in providing Portfolio Management Services (PMS) to high-net-worth individuals (HNIs) and institutional investors. These services are designed to build personalized investment strategies that cater to the specific financial goals of their clients. The company’s advisory is known for its long-term investment philosophy focused on high-quality assets with strong fundamentals.

Mutual Fund Sponsorship:

Through its 100% subsidiary, PPFAS Asset Management Private Limited, the company also sponsors mutual fund schemes. The firm offers a range of mutual fund products, focusing primarily on equity-oriented schemes. These schemes are designed to provide investors with opportunities for capital growth through long-term equity investments, catering to individuals looking to diversify their portfolios.

Revenue Model:

PPFAS generates its revenue primarily through management fees charged for the services it provides, including PMS and the management of its mutual fund schemes. These fees are typically based on the assets under management (AUM) and performance metrics, ensuring that the firm is incentivized to generate positive returns for its clients.

Parag Parikh Financial Advisory Services, known for its expertise in investment management, has garnered significant attention from investors, particularly in the unlisted market. Many track the Parag Parikh unlisted share price and PPFAS unlisted share price to assess its current market value. Investors often search for ‘buy Parag Parikh shares’ to explore opportunities in the private market, while the Parag Parikh finance share price and Parag Parikh grey market price are regularly monitored for insights into the company’s potential IPO and future listing prospects.