Raj Mehta Profile
Raj Mehta

@raj_mehta89

3,946
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Fund Manager at PPFAS Mutual Fund @ppfas Disclaimer: Views are my own and don't reflect the views of my employer. Retweets or likes don't imply endorsement.

Mumbai, India
Joined August 2013
Don't wanna be here? Send us removal request.
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@raj_mehta89
Raj Mehta
7 months
In today’s article, I talk about my two favourite topics and try and draw parallels between them I.e. Investing and running long distances. Link :
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@raj_mehta89
Raj Mehta
8 months
NFO from our fund house after 2 years…
@PPFAS
PPFAS Mutual Fund
8 months
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@raj_mehta89
Raj Mehta
2 years
@RajeevThakkar presenting on why you can't ignore China, whether you love it or hate it at today's FOF. Stay tuned for the video upload on @PPFAS YouTube channel.
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@raj_mehta89
Raj Mehta
4 years
When you look at the credit card statement for the month of April, you realise the actual expenses of your family. Rest all the expenses are discretionary. Time to revisit the monthly budgets.
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@raj_mehta89
Raj Mehta
3 years
With Indigo Paints IPO coming up, you will be dumped with a lot of articles and reports. Tried to simplify it via this video in FOF @PPFAS P.S. Indigo Paints RHP makes a good ready to understand the paints industry.
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@raj_mehta89
Raj Mehta
4 years
Why can't we just upload a translated version of FM's speech on Finance Ministry's website!? Such a waste of time and more importantly frustrating to hear it twice.
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@raj_mehta89
Raj Mehta
3 years
When everyone in your social circle starts talking about the returns, it's about time you start thinking about risk adjusted returns going forward..
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@raj_mehta89
Raj Mehta
5 months
RIP Charlie - “Big money is not in the buying and the selling but in the waiting”
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@raj_mehta89
Raj Mehta
5 months
Full house at today’s Financial Opportunities Forum (FOF). Interesting topic discussed by @RajeevThakkar today - “What to do after getting rich?” @PPFAS To join future sessions visit
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@raj_mehta89
Raj Mehta
4 years
Most taxpayers would be better off with the earlier tax regime. Personal tax cuts are of no benefit to most of the people. Just given to confuse people.
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@raj_mehta89
Raj Mehta
4 years
New slabs of taxation be like!
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@raj_mehta89
Raj Mehta
2 years
@DalalPalak making debut in FOF @PPFAS . She spoke on Fast Moving Electrical Goods (FMEG).
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@raj_mehta89
Raj Mehta
5 years
Interesting slide from Bhavin Shah of Sameeksha Capital @alphaideas 20-20 . Undue interference from government has changed the pre-tax ROE required for an equity investment to make sense.
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@raj_mehta89
Raj Mehta
5 years
At the @alphaideas 20-20 meet today. Everyone seems to be gung-ho about speciality chemicals space and the opportunity that Chinese environmental issues presents. Another herd trade? Another bubble in the making? Time will tell!
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@raj_mehta89
Raj Mehta
4 years
Patience and temperament is underestimated in investing.
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@raj_mehta89
Raj Mehta
3 years
Here is may take on the paints industry and competitive dynamics within the industry. Also i discuss the future growth prospects and the top 4 players.
@PPFAS
PPFAS Mutual Fund
3 years
In the latest #FOF (via Zoom) @raj_mehta89 gives a lowdown of the paints sector. . Please note: The audio / video may lag slightly at times. We request you to please bear with us. #investing
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@raj_mehta89
Raj Mehta
2 years
An amazing experience at @FLAMEUniversity at their course FIL with masters. There is no parallel can come even close to it. Shoot out to the guys managing it.
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@raj_mehta89
Raj Mehta
4 years
We are grateful to have a guest speaker @jitenkparmar presenting @PPFAS FOF Topic for the day: Investing in cyclicals
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@raj_mehta89
Raj Mehta
4 years
REITs provides a wonderful diversification tool in your portfolio if you are understand it properly. Tried to explain the basics of REITs and InvITs in this presentation.
@PPFAS
PPFAS Mutual Fund
4 years
Yesterday... The Cabinet permits Power Grid to monetise their assets via #INVITs . Today... we release our latest #FOF video on #REITs and #INVITs . #coincidence . @raj_mehta89 @RajeevThakkar #investing
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@raj_mehta89
Raj Mehta
2 years
Excited to be here. Looking forward to the next 5 days of learning and interacting with other investors.
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@raj_mehta89
Raj Mehta
4 years
I have a MF joke, but it is subject to market risk.
@vijayshekhar
Vijay Shekhar Sharma
4 years
I have a fintech joke, but it is waiting for a license and appprval before I can tell.
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@raj_mehta89
Raj Mehta
3 years
Looking at the US election updates, there is renewed respect in me for the Election Commission of India. We are able to process a far bigger and more complex election process in a fraction of the time. Hats off to all those involved for such an efficient system.
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@raj_mehta89
Raj Mehta
4 years
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@raj_mehta89
Raj Mehta
4 years
Summary of the book "Narrative and Numbers" by Prof Aswath Damodaran
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@raj_mehta89
Raj Mehta
4 years
The Big Bull - a story on Harshad Mehta. Can't wait to see it.
@juniorbachchan
Abhishek 𝐁𝐚𝐜𝐡𝐜𝐡𝐚𝐧
4 years
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@raj_mehta89
Raj Mehta
3 years
Finally, the Indo Global model is picking up. 7 years after @PPFAS started the trend. There cannot be any other tax efficient way of investing globally.
@ActusDei
Neil Borate
3 years
2020 was a bad year for #Mutualfunds but had some promising trends 1) The domestic:intl combo pioneered by @PPFAS 2) Roll down maturity in debt, popularised by @EdelweissMF in #BharatBondETF 3) #ESG (jury still out on it) 4) Sebi reforms like riskometer
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@raj_mehta89
Raj Mehta
3 years
Many people miss out on this point. Hence investing through MF's is a much a better route.
@pooniawalla
Babu 
3 years
Tempted to invest in US Stocks directly? Hold your horses✋ If you can’t invest at least ₹1 Lakh at a time, you’re doomed to make significant losses the moment you transfer💰 into your US broker a/c. Huge remittance charges (per transaction) is the devil no one talks about 🤫
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@raj_mehta89
Raj Mehta
4 years
What a massive price hike by Vodafone Idea!
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@raj_mehta89
Raj Mehta
4 years
It was a pleasure meeting @VijayKedia1 the airport.
@shailpandey
Shailendra Pandey
4 years
@VijayKedia1 @npparikh6 @RajeevThakkar @raj_mehta89 @oraunak 'विजय केडिया जी से मिलके मज़ा आ गया'
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@raj_mehta89
Raj Mehta
6 years
What an excellent articulation of his investment style. Very difficult to replicate it. Some things are better left to experts in that style of investing.
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@raj_mehta89
Raj Mehta
3 years
Thank you @kunalb11 for enabling this.
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@raj_mehta89
Raj Mehta
4 years
Indian markets hit the bottom exactly 3 months back on 23rd March 2020. These are the returns post that. Be greedy when others are fearful!
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@raj_mehta89
Raj Mehta
3 years
@HiteshJaim @PPFAS FOF is a knowledge sharing platform where we discuss industries and sectors that we study. They may/may not be a part of our portfolio. The whole point of FOF is not to justify/give rationale for the positions that we hold. We will continue to share whatever insights we gain..
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@raj_mehta89
Raj Mehta
5 years
Three questions that you need to ask a client upfront before managing his wealth! #georgekinder #INWealth @CFASocietyIndia
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@raj_mehta89
Raj Mehta
6 months
For aspiring “Research Analysts”, please submit your resumes through the google form link mentioned on the post. 3 years experience and a financial degree mandatory.
@PPFAS
PPFAS Mutual Fund
6 months
We are hiring for the role of 'Research Analyst'. Minimum experience - 3 years. In case you are interested in applying for this role please read the accompanying Google Form carefully, before filling it: #Careers #mutualfunds #research
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@raj_mehta89
Raj Mehta
4 years
What goes up fast, comes down faster! #panic
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@raj_mehta89
Raj Mehta
3 years
"Abhi khelne ka nahi pelne ka time hai", markets to the bears
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@raj_mehta89
Raj Mehta
3 years
Teacher of the year award goes to Covid 19. Taught us a lot of things including simplicity, uncertainty along with buying only what you need. All of us came to know during this time who are the people that we need around and what are things we actually need in our lives.
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@raj_mehta89
Raj Mehta
4 years
Just as unpredictable he has been through his career, MSD announces retirement through an Instagram post - without any limelight/send off. MSD will always be a champion, cool captain and the most humble person of that stature. Many things to learn from him..
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@raj_mehta89
Raj Mehta
4 years
Strong message from Berkshire Hathaway AGM!
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@raj_mehta89
Raj Mehta
4 years
Tomorrow is Friday, the 13th day of the month 👿 #justsaying
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@raj_mehta89
Raj Mehta
4 years
Baki sab khatam ho jayega. Sirf Trivedi bachega! #marketcrash #tradinghalt #panic
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@raj_mehta89
Raj Mehta
3 years
Nice summary of my hour long video on the paints sector. You can watch the whole video here :
@KirtanShahCFP
Kirtan A Shah 🇮🇳
3 years
A basic primer on the Indian Paint sector With the listing of Indigo paints, JSW entering the paint sector & now Grasim announcing to invest 5,000 cr in the sector, lets explore, -Products -Industry -Company Do hit the ‘re-tweet’ and help us educate more investors (1/n)
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@raj_mehta89
Raj Mehta
4 years
HDFC Bank returns over the years. Disclaimer: Whatsapp forward.
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@raj_mehta89
Raj Mehta
3 years
Market reaction "like never before" to the budget "like never before". No negative = positive
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@raj_mehta89
Raj Mehta
5 years
Excellent thread on understanding REIT
@NagpalManoj
Nagpal Manoj
5 years
Many people requested me to give my views on the Embassy Office Parks REIT IPO General Q was With a rental yield of 8.25% (+ incr) and possible capital appreciation, this seems to be great buy. Should I buy? I will try to decode the Embassy REIT IPO in this tweet thread (1/N)
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@raj_mehta89
Raj Mehta
6 years
Atul Auto (3W) company has an associate company Khushbu Auto Finance which was mainly into 3W financing for them. In the last year they incorporated a subsidiary by the name of Sanand Home finance for providing housing finance. Everyone wants a pie of the housing finance industry
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@raj_mehta89
Raj Mehta
4 years
Portfolio at 20 : Crap Portfolio now : @PPFAS #MeAt20
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@raj_mehta89
Raj Mehta
4 years
Top 10 richest people in the world as of today.
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@raj_mehta89
Raj Mehta
6 years
Wrote this article on 19th June after the last MPC meeting and RBI obliges @PPFAS Another Rate hike coming soon... - The Tortoise Speaks...
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@raj_mehta89
Raj Mehta
4 years
This must have created insane demand for skin lotions on Amazon 🤣
@gautamrege
Gautam Rege
4 years
Bose wireless earbuds (₹19k) delivered instead of skin lotion (₹300). @amazonIN support asked to keep it as order was non-returnable! 🤪🤦‍♂️🥳
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@raj_mehta89
Raj Mehta
3 years
Test cricket at it's best.. Kingston yesterday and Lords today. Long live Test cricket!!
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@raj_mehta89
Raj Mehta
5 years
1st look of the portfolio of tax saver fund revealed
@PPFAS
PPFAS Mutual Fund
5 years
The Factsheet for August 2019 has been released. It contains the much awaited #Portfolio of Parag Parikh Tax Saver Fund #mutualfunds #investing
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@raj_mehta89
Raj Mehta
6 years
Letter from our CIO @RajeevThakkar of @PPFAS . Worth a read!
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@raj_mehta89
Raj Mehta
4 years
RIP
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@raj_mehta89
Raj Mehta
4 years
@oraunak talks about the features and advantages of platform companies globally at today's FOF @PPFAS
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@raj_mehta89
Raj Mehta
4 years
Finally the small savings rate cuts come in. This will pave way for lower lending and deposit rates.
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@raj_mehta89
Raj Mehta
4 years
Haven't had to wear pants (trousers/chinos/jeans) for 24 days now!! What about you? It is going to be a pain to turn back to formals post this lockdown. #Lockdown #Lockdownextention
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@raj_mehta89
Raj Mehta
4 years
Slow and steady with compounding does wonders in investing.
@morganhousel
Morgan Housel
4 years
Investing.
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@raj_mehta89
Raj Mehta
5 years
This market move reiterates old thought "Time in the market is important than timing the market".
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@raj_mehta89
Raj Mehta
5 years
Interview with CNBC Bajar @PPFAS @CNBCBajar
@CNBCBajar
CNBC Bajar
5 years
#market માં લાંબા સમય સુધી રોકાણ કરશો તો વળતર સારા મળશે અને નાના રોકાણકારોએ ઈક્વિટીમાં વધુ રોકાણ કરવું જોઈએ આમ જણાવી રહ્યા છે @PPFAS ના #rajmehta આવો જોઈએ વધુમાં તેમણે શું કહ્યું @nishappandya અને @vikram_bajar સાથે
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@raj_mehta89
Raj Mehta
1 year
It was fun interacting today on the changes in taxation on Debt mutual funds with @mohanty_swarup and @ActusDei
@PaytmMoney
Paytm Money
1 year
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@raj_mehta89
Raj Mehta
5 years
SIP sahi hai!
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@raj_mehta89
Raj Mehta
5 years
From his learnings from IL&FS, @udaykotak says there are six layers of governance: 1) Management of the company 2) Importance of directors 3) Auditor 4) Rating agencies 5) Institutional shareholders 6) Regulators #INWealth @CFASocietyIndia
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@raj_mehta89
Raj Mehta
3 years
Kudos 🙌
@Nithin0dha
Nithin Kamath
3 years
Right now, is probably the stupidest time for fintech firms like @zerodhaonline to be raising money. It is quite crazy the number of folks reaching out & the different deals. We might regret it in the future, but we are not raising & here are the counterintuitive reasons why. 1/7
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@raj_mehta89
Raj Mehta
5 years
See you on Friday!
@PPFAS
PPFAS Mutual Fund
5 years
Our Fund Manager, @raj_mehta89 will be featured on @CNBCBajar at 9:30 AM on Friday, February 22, 2019 #investing #mutualfunds #mutualfundssahihai #marketmahurat
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@raj_mehta89
Raj Mehta
4 years
International diversification!
@ActusDei
Neil Borate
4 years
#NASDAQ v #Sensex so far this year. If you adjust it to rupee terms the difference is even more stark. This is why global diversification matters #investing #mutualfunds
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@raj_mehta89
Raj Mehta
4 years
Pure wisdom..
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@raj_mehta89
Raj Mehta
5 years
Here is my take on the Dairy Industry!
@PPFAS
PPFAS Mutual Fund
5 years
At the latest #FOF event, @raj_mehta89 dwelt on India's dairy sector. Here's the video: . We will also simulcast every FOF event before a 'live' audience in New Delhi and Bengaluru from next month (April 10th). Click here to enrol:
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@raj_mehta89
Raj Mehta
4 years
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@raj_mehta89
Raj Mehta
5 years
My interview with CNBC Bajar @PPFAS
@CNBCBajar
CNBC Bajar
5 years
#market પર #PPFAS ના ફંડ મૅનેજર #rajmehta @vikram_bajar અને @nishapandaya સાથેની ખાસ વાતચીતમાં જણાવ્યું કે ટ્રેડ વૉરનો હજુ કોઈપણ ઈલાજ દેખાતો નથી તથા ફેડ દ્વારા પોતાનું વલણ બદલવામાં આવ્યું હોવાથી હવે વ્યાજદર વધશે...આવો જાણીએ #market પર તેમનો શું આઉટલુક છે
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@raj_mehta89
Raj Mehta
1 year
Enjoyed the time at @CFASocietyIndia Mumbai Premier League over the weekend..
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@raj_mehta89
Raj Mehta
4 years
They ripe and store the peppers for 5 years - interesting video on how Tobasco sauce is manufactured
@BusinessInsider
Business Insider
4 years
Tabasco is a family-run business
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@raj_mehta89
Raj Mehta
4 years
Thanks @Crazynaval for this initiative of forming a @PPFAS fan group on telegram. All like minded investors are invited to join this group and look forward to interesting conversations 😁
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@raj_mehta89
Raj Mehta
3 years
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@raj_mehta89
Raj Mehta
4 years
Good job at summarising 300+ hrs of videos
@MJKinvestments
Vishnu Kapadia
4 years
Watched 300+ Hours of YouTube videos from one of the best fund managers in India (PPFAS) and compiled them in just 130 pages. Thank you for all the teachings! Document only for educational purpose. No recommendations. @RajeevThakkar @PPFAS @oraunak
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@raj_mehta89
Raj Mehta
4 years
Bhagwan bharose 1.0
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@raj_mehta89
Raj Mehta
6 years
My views being covered by a blog @PPFAS
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@raj_mehta89
Raj Mehta
5 years
Time has come for the group of Institutional shareholders to work together and ask for a Board seat in some companies, says @udaykotak at @CFASocietyIndia #INWealth
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@raj_mehta89
Raj Mehta
3 years
Renewed by CFA Society India membership with the early bird discount. Have you? @AnilGhelani @CFASocietyIndia
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@raj_mehta89
Raj Mehta
5 years
Wow
@_anujsinghal
Anuj Singhal अनुज सिंघल
5 years
Remarkable table. The Indian NBFC market cap remains the same over last 2 years. Money has shifted from weak to strong like it happens in every cycle.
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@raj_mehta89
Raj Mehta
4 years
Corporate bond penetration is the lowest in India @CFASocietyIndia #IFIS2019
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@raj_mehta89
Raj Mehta
7 months
@rukunaditya @PPFAS To know more about Financial Opportunities Forum, visit
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@raj_mehta89
Raj Mehta
6 years
Journey of Motherson Sumi very beautifully explained through this video on the occasion of completing 25 years of listing.
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@raj_mehta89
Raj Mehta
5 years
Giving it back to Jio!
@airtelindia
airtel India
5 years
Unlimited calling means unlimited calling. No fine print. No hidden cost. Switch to Airtel. #AbTohSahiChuno
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@raj_mehta89
Raj Mehta
5 years
OTT video platforms in India
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@raj_mehta89
Raj Mehta
4 years
@WeekendInvestng 12% for Parag Parikh Long Term Equity Fund and 20% for Parag Parikh Tax Saver Fund as on Feb 29th 2020
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@raj_mehta89
Raj Mehta
4 years
WTH is happening #BudgetSession2020
@darshanvmehta1
Darshan Mehta
4 years
This was a good movie....
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@raj_mehta89
Raj Mehta
5 years
Must watch to know the current market scenario.
@PPFAS
PPFAS Mutual Fund
5 years
For those who like sequels... @rajeevthakkar returns for another round of #stockmarket prognosis at the Financial Opportunities Forum #investing #mutualfunds
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@raj_mehta89
Raj Mehta
4 years
Great summary of today's talk
@rahiljasani
Rahil Jasani
4 years
Aswath Damodaran - Lessons from Covid-19: Experts say, tech is in bubble zone, smart money is better, value is outperforming. But what markets have shown - 1. Asset light > asset heavy 2. Passive > active 3. Growth > value Pick markets over experts, any day.
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@raj_mehta89
Raj Mehta
5 years
Most of the Domino's customers don't even know that the name of the company having franchisee in India is Jubilant Foodworks. Minority shareholders should vote to remove the word 'Jubilant' from the name!
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