In this episode of The Net Worth Show, we sit down with Rajeev Thakkar, CIO and Director at PPFAS Asset Management, to break down the fundamentals of investing in India. He explains how to build long term wealth through simple frameworks, stock selection rules, asset allocation, and disciplined investing. We also cover his views on equity markets, mutual funds, IPOs, US investing, and sector trends for 2026.
🎙️About the Guest
Rajeev Thakkar is the CIO and Director at PPFAS Asset Management and the fund manager of the Parag Parikh Flexi Cap Fund, one of India’s largest equity mutual funds. With more than 30 years of capital market experience, he helped launch the AMC and its flagship scheme in 2013 and has guided it to an AUM of about 1.43 lakh crore rupees. He follows a value investing approach and is a CFA charterholder, Chartered Accountant and Cost Accountant.
💡Here’s what we spoke about
Themes and sectors to watch for 2026
How PPFAS builds its strategy and makes contrarian decisions
How investors can avoid fear-based and impulsive decisions
How to select the right stocks and mutual funds
Red flags in small-cap and mid-cap companies
His view on India’s IPO market
Lessons from Charlie Munger, Warren Buffett, and Benjamin Graham
His personal process to analyse companies
This episode is filled with practical insights on India’s economy, stock market basics, and long-term wealth creation. A must-watch for anyone interested in investing, mutual funds, and financial planning.
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