Interview with Rukun Tarachandani, Domestic Equity Fund Manager | PPFAS Mutual Fund

Interview Transcript:
alphastreet.com/india/intervi...
In a chat with Radhakrishnan Chonat, Director BD at AlphaStreet, Rukun Tarachandani, Domestic Equity Fund Manager, PPFAS Mutual Fund shares his investment philosophy, career transition from an analyst to fund manager, balancing long-term value investing with quant approach, role of cash allocation, market outlook and much more.
00:00 - Introduction
1:03 - Transitioning from Analyst to Fund Manager: Rukun's Journey
04:47 - Balancing Long-Term Value and Quant Investing
08:36 - Navigating Market Highs: PPFAS Flexi Cap Fund's Cash Strategy
12:37 - Sector Strategy: Banking Bets and Market Moves
17:09 - PPFAS and International Investing: Adapting to Regulatory Changes
20:37 - Tech Revolution in Asset Management: From Analyst to AI
23:48 - From Analyst to Fund Manager: Advice for Aspiring Professionals
25:27 - Must-Read Books for Aspiring Investors: Rukun Recommends
27:34 - Beyond the Markets: Rukun's Life Outside Work
About Rukun Tarachandani:
Rukun is part of the Fund Management team at PPFAS Mutual Fund. He has more than 9 years of experience in Equity Markets.
He started his career in 2013 as an Equity Research analyst with Goldman Sachs Global Investment Research.
Rukun Tarachandani, Fund Manager - Domestic Equity
Prior to joining PPFAS, he worked with Kotak Mahindra Asset Management as an Equity Research analyst and also managed the Kotak Equity Arbitrage fund from May 2019 to Dec 2019. He is an avid reader of books on Behavioral finance, Value Investing and Quantitative Investing.
Educational Qualifications:
MBA (Finance) from Management Development Institute Gurgaon, B.Tech (Information Technology) from Nirma University, CFA Charterholder and CQF (Certificate in Quantitative Finance) certificate holder
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[@manorakhee]

Great !! Ppfas team is the best and next decade will belong to them. My money is in safe hands.