Raunak explains how PPFAS evaluates business quality, management, cash flows and valuations before investing. He discusses why the fund holds cash when suitable opportunities are limited, where it sees greater valuation comfort in large caps, and how global diversification fits into its investment approach.
The conversation explores private sector banks, IT services and other investment themes, alongside the differences between cyclical and structural growth. Raunak also explains why a compelling growth story needs to be supported by business performance and a sensible purchase price.
For individual investors, the discussion covers realistic equity return expectations, SIPs versus lump sum investing, matching investments to financial goals, and the importance of savings and investor behaviour.
Listen for a grounded, optimistic perspective on India’s investment opportunities and the discipline behind patient investing.
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