Rajeev Thakkar

Markets are swinging without strong triggers to fuel a clear rally or correction. With GST cuts and tariff moves adding to the noise, stretched valuations in an intensely competitive landscape make a broad-based uptrend unlikely. Rajeev Thakkar unpacks these challenges, while elaborating on his overall investment philosophy, mistakes and learnings

Rajeev Thakkar on PPFAS MF’s cash position: ‘Not selling more than buying’

PPFAS MF held cash reserve of 20 percent in February, up 8 percent on month.

Market experts weigh in 2025's top sectoral picks- banks, NBFCs, infra, hospitality take centerstage

The banking sector emerged as the consensus' top pick, with expectations of an outperformance largely driven by RBI's policy pivot towards growth accommodation and attractive valuations.

Stock Market Crash: Don’t see major changes at policy level despite reduced majority, says PPFAS MF’s Rajeev Thakkar

Thakkar believes a coalition government may slightly delay decision-making but won't alter policy significantly, reassuring the market.

Banks well-placed, positive on IT, realty; liquidity tightness worrying: PPFAS’s Rajeev Thakkar

At the broader level, Thakkar feels one should not ignore tightening liquidity conditions as higher interest rates would start biting at some point

Our job is to create wealthy investors, not run after them: Parag Parikh AMC

On May 28, 10 years ago, Parag Parikh Flexi Cap, the fund house’s flagship fund and its first scheme, opened up its doors to investors. But the fund house believes it has just got started.

Difficulties of managing debt funds in India

A retired person, depending on regular income from accumulated savings, needs a lot of fixed income/debt options.

Better to sit on cash when markets at record high; top 15 holdings of PPFAS Fund

PPFAS Mutual Fund is sitting on cash, cash equivalents, money market, arbitrage positions which amount to about 16% of the portfolio.

D-St Wiz:Thakkar shares learning from Parag Parikh with Damani

In Ramesh Damani's special show Wizards of Dalal Street on CNBC-TV18, Rajeev Thakkar, CIO & Director at Parag Parikh Mutual Fund shares details of how the portfolio management services company came to be in the mutual funds business and his learnings from ace investor Parag Parikh.

FMCG likely to rebound first from demonetisation hit: PPFAS MF

Rajeev Thakkar, Chief Investment Officer, PPFAS Mutual Fund, says FMCG sector offers staples which are essentials in consumers' lives and thus the segment will lead the recovery in demonetisation-hit economy.

Private banks more attractive than PSBs: PPFAS Mutual Fund

Private banks are one of the last sectors that still has regulatory hurdles and two thirds of the market is with public sector banks, which are undergoing asset quality issues. This makes private banks attractive over long term, said Rajeev Thakkar, CIO and Director of PPFAS Mutual Fund.

Crack the Code - The art of value investing

CNBC-TV18's Sumaira Abidi spoke with Sudip Bandyopadhyay of Inditrade Capital, Gaurang Shah of Geojit BNP Paribas & Rajeev Thakkar of PPFAS Asset Management to understand where and how much the value investor can diversify their portfolio to maximise returns and ensure wealth protection.

In US for Berkshire meet, Parag Parikh dies in car crash

Renowned value investor Parag Parikh was killed in a car accident in Omaha, Nebraska, in the US Sunday, where he was attending the annual shareholder meeting of Warren Buffett's Berkshire Hathaway corporation.

@SamirArora, others spar over #MF exit load on social media

Discussing the merit and demerit of the just-imposed higher exit load, the twitterrati engaged in a virtual war with some saying the move will curb misselling and deter short term deserters, and others describing it as an exercise to pay higher fees to distributors.

Indian economy has itself to blame: Fund managers

The QE taper has caused debt capital to leave emerging markets and has led to weakening of currencies and rise in interest rates. Spike in oil prices on account of Syria will also cause pain. Red tape, corruption and higher deficits on account of increased social entitlement spends are responsible for lower growth.

LISTEN IN: Move to invest in safe havens could reverse soon

There could be two possible outcomes going forward says Rajeev Thakkar, CEO of Parag Parikh Financial Advisory Services.

Fix local distribution before wooing foreign money in MFs

What the government and regulator needs to figure out urgently is ways to increase domestic retail inflows into mutual funds, writes Rajeev Thakkar, chief executive officer, Parag Parikh Financial Services.

Consider management quality in stock picking

One should first consider the quality of management while scouting for a company to invest, advises Rajeev Thakkar, CEO and Director, Parag Parikh Financial Advisory in an exclusive interview with Moneycontrol's Nasrin Sultana.

Portfolio Management service vs investing in mutual funds

Thinking of putting money in a PMS product? Here is what you should keep in mind.

Concerns over runaway rise in oil prices overdone: PPFAS

On one hand there is turmoil in the middle-east in countries like Tunisia, Egypt, Libya, Bahrain, Oman and Saudi Arabia, and on the other hand we have seen problems in a nuclear power plant in Japan. We have crude oil trading at above USD 100 and there is worry that the world economy could tip back into recession.

Budget focuses on infra, agriculture: Parag Parikh

The budget is an exercise where the Central Government lays out its resource raising and spending plans for the coming financial year. However it has historically been more than just that.