Listen "Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar"
Episode Synopsis
How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.
Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.
Key Takeaways:
The art of portfolio construction and cash management
Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
Strategies for valuing companies and spotting market opportunities
How to approach portfolio allocation and avoid common investor pitfalls
If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.
#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning
Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.
Key Takeaways:
The art of portfolio construction and cash management
Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
Strategies for valuing companies and spotting market opportunities
How to approach portfolio allocation and avoid common investor pitfalls
If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.
#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning
More episodes of the podcast Value Research
Insurance should just insure
08/11/2025
SIP at Market Highs: Start Now or Wait?
07/11/2025
Fail fast, fail cheap
03/11/2025
The platform paradox
01/11/2025
The value of failure
31/10/2025
Retirement Ready or Wishful Thinking?
31/10/2025
The silver illusion
28/10/2025
What hasn't changed in 23 years
24/10/2025
Negative on the NPS?
24/10/2025
This time really is different
24/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.