Unitholders' Meet 2024 - Live Stream

00:00 - PPFAS Team Intro 05:06 - PPFAS Ad Campaigns 09:14 - Introduction by Neil Parag Parikh (start here) 32:30 - Presentation by Rajeev Thakkar 56:14 - Q&A Session with Neil Borate 1:28:31 Fan favorite ITC 1:29:51 Coal India 1:35:25 EID Parry 1:36:24 HDFC Bank 1:38:41 Meta, Google, Microsoft, Amazon & High Capex for AI 1:41:25 Kotak Bank 1:43:10 Wipro 1:44:49 Pharma Sector 1:45:48 Tax Saver Fund (ELSS) vs Flexi Cap Fund 1:47:45 Long-Term bonds in PPDAAF 1:49:03 Bonds allocation in PPDAAF Portfolio 1:51:18 Coal India and Power Grid 1:52:44 Bajaj Holdings 1:53:16 Experiment of Long-dated Options 1:55:16 Accelya Solutions 1:56:59 NVIDIA 1:58:54 NMDC 2:00:13 Maruti Suzuki 2:01:55 Succession Plan for PPFAS 2:05:07 Open-ended Funds VS Close-ended Funds 2:06:50 When is the IPO coming? 2:08:40 Live Q&A Session