Parag Parikh Financial Advisory Services Ltd. (PPFAS)

Parag Parikh Financial Advisory Services Ltd. (PPFAS)

Fundamentals

Parag Parikh Financial Advisory Services Ltd. (PPFAS)
₹16500 Per Equity Share

Lot Size 50 Shares

52 Week High 17950

52 Week Low 8200

Depository NSDL & CDSL

PAN Number AABCP9117F

ISIN Number INE0FGC01012

CIN U67190MH1992PLC068970

RTA Link Intime
Market Cap (in cr.) 12698

P/E Ratio 51.41

P/B Ratio 19.28

Debt to Equity 0

ROE (%) 38.08

Book Value 855.9

Face Value 10

Total Shares 7695874

P&L Statement

P&L Statement 2022 2023 2024
Revenue 89 144.8 429
Cost of Material Consumed 0 0 0
Change in Inventory 0 0 0
Gross Margins 100 100 100
Employee Benefit Expenses 22 28.68 63
Other Expenses 11 12.23 24
EBITDA 56 103.89 342
OPM 62.92 71.75 79.72
Other Income 1 1.58 0.25
Finance Cost 0 0 0.7
D&A 2 1.89 5.3
EBIT 54 102 336.7
EBIT Margins 60.67 70.44 78.48
PBT 55 103 336
PBT Margins 61.8 71.13 78.32
Tax 16 26.53 89
PAT 39 76.47 247
NPM 43.82 52.81 57.58
EPS 50.98 99.72 321.2

Financial Ratios

Financial Ratios 2022 2023 2024 2025
Operating Profit Margin 62.92 71.75 68.87 79.72
Net Profit Margin 43.82 52.81 51.47 57.58
Earning Per Share (Diluted) 50.98 99.72 142.29 321.2

Balance Sheet

Assets 2022 2023 2024 2025
Fixed Assets 19 19.72 23 35
CWIP 0 0 0 0.1
Investments 96 168 263 605
Trade Receivables 12 15.95 24 44
Inventory 0 0 0 0
Other Assets 4 5.33 7 17.9
Total Assets 131 209 317 702

Liabilities

Liabilities 2022 2023 2024 2025
Share Capital 7.65 7.6681 7.6681 7.69
FV 10 10 10 10
Reserves 117 193 298 641
Borrowings 0 0 0 0
Trade Payables 0 1.1 1.1 1.5
Other Liabilities 6.35 7.23 10.23 51.81
Total Liabilities 131 209 317 702

Cash-Flow Statement

Cash-Flow Statement 2022 2023 2024 2025
PBT 56 103.05 146.32 336
OPBWC 56 103.43 145.44 291
Change in Receivables -7 -3.78 -8.27 -19
Change in Inventories 0 0 0 0
Change in Payables 3 1.62 3.09 0.5
Other Changes 2.3 0.5 -1 3.5
Working Capital Change -1.7 -1.66 -6.18 -15
Cash Generated From Operations 54.3 101.77 139.26 276
Tax -16.14 -27.57 -37.63 -78
Cash Flow From Operations 38.16 74.2 101.63 198
Purchase of PPE -1.5 -3.09 -5.63 -14
Sale of PPE 0 0 0 0.06
Cash Flow From Investment -40.68 -74.63 -96.68 -190
Borrowing 0 0 0 0
Dividend 0 0 -4.21 -6.7
Equity 3.99 0.2876 0 0.46
Others From Financing -1.51 0 0 -2.76
Cash Flow from Financing 2.48 0.29 -4.21 -9
Net Cash Generated -0.04 -0.14 0.74 -1
Cash at the Start 0.72 0.664 0.49 1.24
Cash at the End 0.68 0.52 1.23 0.24

Shareholding Pattern

Empeegee Portfolio Management Services Pvt. Ltd 4.57%
Others 19.96%
Geeta P Parikh 75.35%
Rajeev Thakkar 5.66%
Others 18.99%
Geeta P Parikh 75.35%
Rajeev Thakkar 5.88%
Others 18.77%
Geeta P Parikh 18.77%
Neil P Parikh 43.15%
Sahil Parikh 14.81%
Rajeev Thakkar 5.87%
Others 17.4%

Promoters or Management

Name Designation Experience LinkedIn Profile
Rajeev Thakkar CIO 20


Parag Parikh Financial Advisory Services Ltd. (PPFAS) is a well-known Indian financial services company recognized for its conservative, research-driven, and value-oriented investment philosophy. Founded by the late Mr. Parag Parikh, the firm has built a strong reputation for investor education, ethical advisory practices, and long-term wealth-building strategies. PPFAS initially focused on portfolio management, advisory services, and investor awareness programs, gradually expanding into broader asset-management activities while retaining its core commitment to simplicity and transparency. Its investment approach is heavily influenced by global value-investing principles, emphasizing business quality, margin of safety, and long-duration holding periods.

Over the years, PPFAS has differentiated itself from mainstream financial firms by deliberately avoiding short-term speculation, complex financial products, and aggressive sales behavior. Instead, the company prioritizes deep fundamental research, prudent risk management, and direct communication with investors. This has helped PPFAS cultivate a loyal investor base that appreciates its discipline and integrity. The firm is known for conducting regular investor interactions, publishing clear and insightful commentaries, and maintaining a culture that aligns the interests of fund managers with those of investors. As a result, PPFAS has become synonymous with trust and rational investing, particularly among long-term retail investors and financially aware clients.

The company’s evolution into the asset-management space—through the now-famous PPFAS Mutual Fund—further strengthened its brand identity and market presence, though PPFAS Ltd. continues to represent the broader advisory and financial-services ecosystem around the Parag Parikh philosophy. For those tracking the unlisted market, PPFAS’s unlisted shares are often viewed through the lens of strong governance, conservative growth, and long-term market credibility rather than short-term valuations. While liquidity in unlisted shares may be limited, interest is supported by the firm’s reputation, disciplined management, and consistent focus on value creation. For investors who appreciate steady, principle-driven financial businesses, PPFAS stands out as a respected and enduring name in India’s investment landscape.

FAQs about Parag Parikh Financial Advisory Services Ltd. (PPFAS)


Q:1 How do I start the process of buying PPFAS shares?

Answer: To begin the process of buying Parag Parikh Financial Advisory Services Ltd.(PPFAS) shares, you need to confirm your booking with us at the trading price.

Q:2 What documents do I need to provide to buy PPFAS shares?Answer: You need to provide your client master report, PAN Card, and a cancelled cheque if you're not transferring funds from the bank account specified in your client master report.These are KYC documents required as per SEBI regulations.

Q:3 How do I transfer funds for purchasing PPFAS shares?Answer: We will provide you with the bank details to which you need to transfer the funds.The payment must be made via RTGS, NEFT, IMPS, or cheque transfer.

Q:4 Can I pay for PPFAS shares with cash?

Answer: No, cash deposits are not accepted.Payment must be made through digital transfers or cheques.

Q:5 From which bank account should I make the payment for PPFAS shares?

Answer: Payment must be made from the same account where the shares are to be credited.

Q:6 Is there a specific method for transferring funds when purchasing PPFAS shares?Answer: Yes, the payment should be done via RTGS, NEFT, IMPS, or cheque transfer.Cash deposits are not permitted.

Q:7 What if I don't have a client master report?

Answer: If you do not have a client master report, you can ask your broker to provide it to you.

Q:8 What happens after I submit my documents and transfer the funds?Answer: After you submit your KYC documents and transfer the funds, we will process your order and ensure that the shares are credited to your designated account.



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