Financial Literacy 08 | Asset Classes and The Importance of Interest Rates

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Mr. Thakkar, held a riveting session explaining what is a mutual fund?, what is a Net asset Value (NAV)?, how does one invest using Systematic Investment Plans (SIP)?, how does one use loans to purchase assets such as real estate etc. His talk also covered how small savings can help in the future, and what all is required when we plan to make big ticket purchases?

The Financial Literacy course will provide a comprehensive view of personal finance and financial investments to the FLAME University Undergraduate students. It will also familiarise the learner with various topics such as capital markets, personal savings, role of borrowing, the accounting language, asset classes – equity, fixed income, real estate, commodities etc., asset diversification, investment options, wealth creation, etc.

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Speaker:
Mr. Rajeev Thakkar is the Associate Director and Chief Investment Officer (CIO) of PPFAS Mutual Fund. He currently manages its flagship scheme titled “Parag Parikh Flexi-Cap Fund”. He is a Chartered Accountant, Cost Accountant and CFA Charterholder.

He possesses nearly two decades of experience in various segments of the capital markets such as investment banking, corporate finance, securities broking and managing clients’ investment in equities. His tenure at PPFAS Ltd. (the mutual fund sponsor) began in 2001. He was appointed Fund Manager for the flagship scheme of the Portfolio Management Service, titled “Cognito” in 2003.

He is a strong believer in the school of “value-investing” and is heavily influenced by Warren Buffet and Charlie Munger’s approach. His keen eye for seeking out undervalued companies by employing a diligent and disciplined approach has been instrumental in the scheme’s performance ever since he assumed the mantle. He has contributed periodically to publications such as Mint and Economic Times. He has served as a speaker/panelist at events and summits organized by the FLAME Investment Lab, ICAI, Cafe Mutual, Tamil Nadu Investors Association etc.

#FinancialLiteracy #Investment #SIP #ValueInvesting

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