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PMS No Lock-in HNI / Accredited Outbound · Global Equities

Parag Parikh Global Investing Strategy (PPGIS)

PPFAS Alternate Asset Managers IFSC Private Limited · FDM2025FMR0814 · Inception: August 27, 2025 · 15–25 global stocks · US + Europe

Minimum Investment
USD 75K
Discretionary · Advisory: USD 200K
Management Fee
2.00%
p.a. + 18% GST · Discretionary PMS
Since Inception (Aug 2025)
−2.56%
S&P 500 Net TR: +1.49%
Portfolio (Mar 2026)
15–25
Stocks · 70% equity · 30% cash
Portfolio data as of March 31, 2026 · Source: PPFAS GIFT — Discretionary PMS factsheet, March 2026
PPGIS is one of five PPFAS GIFT City products. PPFAS also operates two passive retail mutual funds at GIFT City — the PPFAS IFSC S&P 500 FoF (USD 5,000 minimum) and PPFAS IFSC Nasdaq 100 FoF (USD 5,000 minimum). These are index-tracking, lower-minimum entry points. PPGIS on this page is the active, concentrated, high-minimum PMS for investors who want PPFAS's full conviction global stock-picking — not index exposure.
ℹ What is a Portfolio Management Service (PMS)?

A PMS is fundamentally different from a mutual fund or AIF. Key structural points:

  • Direct ownership: You own the underlying securities directly in a demat/brokerage account — you are not buying units of a fund. Your portfolio is yours, not pooled with other investors
  • Discretionary management: PPFAS manages your portfolio with full discretion — buy/sell decisions are made by their team without per-trade approval. You receive statements and reporting, not day-to-day control
  • No lock-in: You can terminate the PMS agreement and redeem at any time, with no exit load
  • Tax filing is yours: In a PMS, each security transaction creates a capital gain event taxed in your hands. You (or your CA) file the ITR with all gains/losses
  • GST applies: All management fees are subject to 18% GST for resident Indians
Portfolio Overview
Fund Management EntityPPFAS Alternate Asset Managers IFSC Private Limited
IFSCA FME RegistrationFDM2025FMR0814
Parent GroupParag Parikh Financial Advisory Services Ltd. (PPFAS, PMS licence since 1996)
Product TypePortfolio Management Service (PMS) — Discretionary + Advisory variants
DirectionOutbound — invests in global equities (US, Europe, developed markets)
Investment UniverseGlobal equities ex-India — US, Europe and other developed markets
Portfolio Size15–25 stocks (concentrated, high-conviction model portfolio)
BenchmarkS&P 500 Net Total Return Index
CurrencyUSD (all investments, returns, and withdrawals)
Custodian & BrokerInteractive Brokers LLC (IBKR)
Inception DateAugust 27, 2025
Lock-inNone — exit at any time
Entry / Exit LoadNil
Registered Office412, Pragya II, Block 15C1, Road 11, GIFT City, Gandhinagar — 382 355
Discretionary vs Advisory PMS — Two Structures

PPGIS is available in two variants. Most investors use the Discretionary structure; the Advisory is for those who want professional guidance while retaining full trade execution control.

For experienced global investors
Advisory PMS
MinimumUSD 200,000 (Accredited)
Management feeContact Tequity (undisclosed)
ExecutionInvestor executes own trades
POANo POA given to PPFAS
Exit load / lock-inNone
Best forInvestors already using IB; prefer self-execution

Advisory PMS note: In the Advisory model, PPFAS provides portfolio recommendations but you act on them through your own Interactive Brokers account. Importantly, LRS limits do not apply when transferring existing offshore securities already held abroad into the IB account — only fresh remittances from India count toward the USD 250K annual cap.

Investment Philosophy — Five Pillars

PPFAS applies the same Benjamin Graham / Warren Buffett framework to global markets that made Parag Parikh Flexi Cap Fund one of India's most respected funds. The five pillars:

01
Minority-shareholder friendly managements
02
Partnering with businesses, not just buying stocks
03
Cash-generating, low-debt businesses
04
Strong moat / competitive advantage
05
Margin of safety — avoid overpaying

The investment process runs through four stages: Finding (screen quality businesses, build investment universe) → Studying (sectoral analysis, competitor comparison, management assessment) → Valuing (historical and peer-relative valuation, reasonable price range) → Building (opportunistic buy/sell, sectoral and geographic diversification). The portfolio excludes India entirely — this is a pure global equity strategy that complements, rather than duplicates, existing India equity exposure.

Portfolio Snapshot — March 31, 2026
Discretionary PMS AUMUSD 4.2 million
Equity & related instruments70.22%
Cash & equivalents29.78%
Top 10 holdings concentration46.16%
Top 10 Holdings
  • Alphabet Inc
  • Amazon
  • Heineken
  • JP Morgan
  • Meta Platforms
  • Microsoft
  • Netflix
  • Qualcomm
  • Ryanair Holdings
  • Unilever

Holdings listed alphabetically — individual weights not disclosed in factsheet. Source: PPFAS GIFT factsheet, March 2026.

Sector Allocation
  • Cash30%
  • Information Technology19%
  • Communication Services15%
  • Financials12%
  • Consumer Discretionary11%
  • Consumer Staples9%
  • Industrials3%
  • Health Care2%
Performance — TWR Net of Fees (March 31, 2026)

7-month track record: PPGIS launched August 27, 2025. The data below covers a short period that included significant global market volatility in Q4 2025 and Q1 2026 (driven by US tariff concerns). A 7-month return should not be extrapolated. Performance figures are TWR (time-weighted return), net of all fees and expenses, consolidated across all Discretionary PMS investors.

Period PPGIS (TWR, net) S&P 500 Net TR Index Difference
Since Inception (Aug 27, 2025) −2.56% +1.49% −4.05%
Last 6 Months −5.61% −2.31% −3.30%
Last 3 Months −6.88% −4.42% −2.46%
Last 1 Month −5.13% −5.01% −0.12%

As at March 31, 2026. Source: PPFAS GIFT — Discretionary PMS factsheet, March 2026. Performance of individual client portfolios may vary from consolidated metrics due to timing of inflows and outflows. Past performance is not indicative of future results.

Investment Team

PPGIS is managed by PPFAS's GIFT City team, drawing on the same CIO and investment philosophy that runs the flagship Parag Parikh Flexi Cap Fund in India.

Neil Parag Parikh
Chairman & CEO
BA Economics, University of North Carolina; MBA, IESE Barcelona. Associated with PPFAS since 2004. Oversees group strategy across mutual funds, PMS, and GIFT City.
Rajeev Thakkar
Chief Investment Officer
CA, Cost Accountant, CFA Charterholder, CFP. CIO since 2003. The architect of PPFAS's global equity allocation philosophy — same CIO as the flagship Parag Parikh Flexi Cap Fund.
Nirmal Bari
Director & Principal Officer
BE Mechanical, PGDM MDI Gurgaon. 11+ years in equity research and private equity. Principal Officer for PPFAS IFSC; also Fund Manager on the S&P 500 and Nasdaq 100 FoFs.
Akshay Falgunia
Fund Manager
Chartered Accountant; BCom, Gujarat University. 7+ years in equity research covering Indian and global markets. Primary portfolio manager and trade execution for the Discretionary PMS.

Source: PPFAS advisory presentation and discretionary factsheet (March 2026). Verify team composition with PPFAS for any subsequent changes.

Tax — Resident Indian Investors

PMS investors own securities directly — gains are taxed in the investor's hands, not at fund level. The investor must file an ITR declaring all PMS transactions for the financial year.

Capital Gains
  • LTCG (>24 months): 12.5% + applicable surcharge
  • STCG (<24 months): Slab rate (max 30%) + surcharge
  • Investor files ITR directly with all transactions
Dividend Withholding
  • US stocks: 25% withholding at source
  • European / other stocks: At the rate of the domicile jurisdiction
  • Foreign tax credit claimable in Indian ITR
LRS & TCS
  • TCS: 20% on LRS > INR 10 lakh/year — refundable via ITR
  • LRS limit: USD 250,000 per individual per financial year
  • Advisory PMS: LRS limit not triggered on transfer of existing offshore assets

Consult your CA before investing. Tax treatment for NRIs differs — speak with Tequity for residency-specific guidance.

Tequity's Analysis

Our Take on PPGIS

  • The brand matters here. PPFAS is India's most credible name in value investing. The Parag Parikh Flexi Cap Fund has held Google, Meta, Amazon, and Microsoft since well before most Indian managers acknowledged global names. PPGIS is the full-strength version of that conviction — a portfolio that excludes India entirely and focuses on global compounders at reasonable prices.
  • The 30% cash is not a red flag. It reflects PPFAS's discipline — they will not buy at any price. Global equities (especially US tech) were richly valued entering 2026 after a strong 2024 run, and PPFAS is explicitly saying they can't find enough stocks at their hurdle valuation. For long-term investors, this patience is a feature, not a bug.
  • The underperformance is too short to judge. 7 months of data, in one of the most volatile global equity periods in recent years, is not a signal. The since-inception return of −2.56% vs S&P 500's +1.49% should be set aside until at least 3 years of data exist.
  • The portfolio is genuinely global. Heineken (Netherlands), Ryanair (Ireland), Unilever (UK/Netherlands) alongside Microsoft, Meta, Amazon — this is not a US-only portfolio. European consumer names provide differentiation that most "global equity" strategies in India lack.
  • PPGIS vs Marcellus GCP. Both are active, value-oriented, global PMS from GIFT City. Key differences: PPGIS has a 30% cash position (Marcellus GCP has ~4%); Marcellus GCP is Industrials-heavy (35%) while PPGIS is IT/Communication-heavy (34%); Marcellus has a longer track record (Oct 2022). The choice depends on philosophy fit — PPFAS's patience and valuation discipline vs Marcellus's fully-deployed compounders approach.
  • Advisory PMS is a niche but useful structure. If you already have an Interactive Brokers account with overseas holdings and want professional guidance without giving up control, the Advisory PMS at USD 200K is compelling. You also avoid the LRS constraint on existing offshore assets already held abroad.
Frequently Asked Questions
What is the minimum investment for PPGIS?+
USD 75,000 for the Discretionary PMS, where PPFAS manages the portfolio on your behalf via a POA on your Interactive Brokers account. USD 200,000 for the Advisory PMS, where you execute trades yourself based on PPFAS recommendations. Both are for resident Indians investing via LRS.
How is PPGIS different from the PPFAS S&P 500 and Nasdaq 100 FoFs?+
The S&P 500 and Nasdaq 100 FoFs are passive retail mutual funds — they track an index and invest via a fund-of-funds structure at a much lower minimum (USD 5,000). PPGIS is an active PMS — the team hand-picks 15–25 global stocks based on value and quality, with no index constraint. With PPGIS, you directly own the underlying shares (not units of a fund), the minimum is higher (USD 75K), and PPFAS's full conviction stock-picking drives the portfolio. Think of the FoFs as accessible index exposure; PPGIS as Parag Parikh's own global best ideas portfolio.
Why is 30% of the portfolio in cash?+
PPFAS has always maintained the discipline of holding cash when they cannot find attractively valued stocks. As of March 2026, global equities were expensive after a strong 2024 run — particularly US large-cap tech. Rather than compromise on valuation, PPFAS is sitting on cash until they find ideas that meet their margin-of-safety criteria. This is consistent with how they run the flagship Flexi Cap Fund in India, which has historically held 15–25% cash at various points. For long-term investors, this patience is a strength: it means PPFAS won't overpay just to stay fully invested.
How are PPGIS returns taxed for resident Indians?+
Capital gains are taxed in the investor's hands — not at fund level. LTCG (above 24 months): 12.5% + applicable surcharge. STCG (below 24 months): slab rate (max 30%) + surcharge. US dividend income is subject to 25% withholding tax at source — claimable as foreign tax credit in your ITR. You must file an ITR declaring all PMS transactions (PPFAS provides detailed trade statements). A 20% TCS applies on LRS remittances above INR 10 lakh/year — refundable via ITR. Consult your CA for your specific situation.
Do I need an Interactive Brokers account?+
Yes — PPFAS uses Interactive Brokers LLC as both custodian and broker for all PPGIS clients. For the Discretionary PMS, you open an IB account and grant PPFAS a Power of Attorney to trade on your behalf. For the Advisory PMS, you open your own IB account and execute trades yourself based on PPFAS's recommendations. Tequity can guide you through the IB account opening process as part of onboarding.
Is PPGIS suitable for NRIs?+
PPGIS is primarily designed for resident Indians investing globally via LRS. NRIs looking for global exposure may have different tax and remittance considerations — speak with Tequity to understand the right product structure for your residency status. NRIs interested in India equity exposure via GIFT City have separate options such as the inbound AIFs (e.g., the Edelweiss India Multimanager AIF) or the PPFAS India Flexi Cap FoF (inbound MF).

Track record: Launched August 27, 2025. Only ~7 months of live data (as at March 2026). Assess on philosophy and team — not on short-term returns.

Enquire About PPGIS

Speak with Tequity → WhatsApp: +91 97642 89714

We'll walk you through LRS planning, IB account setup, Discretionary vs Advisory comparison, and how PPGIS fits alongside other global products.

Quick Facts

Product TypePMS — Discretionary + Advisory
Minimum (Disc.)USD 75,000
Minimum (Adv.)USD 200,000
Lock-inNone
InceptionAugust 27, 2025
Stocks (target)15–25 concentrated
UniverseGlobal ex-India (US + Europe)
AUM (Mar 2026)USD 4.2M
Cash (Mar 2026)29.78%
CustodianInteractive Brokers LLC
IFSCA Reg.FDM2025FMR0814

Eligible Investors

Resident Indians (via LRS) HUF / Corporates
LRS limit: USD 250,000/year per individual. Advisory PMS: no LRS limit on transfer of existing offshore assets. Verify with your CA before investing.

PPFAS GIFT City Products

PPGIS DiscretionaryLive
PPGIS AdvisoryLive
S&P 500 FoF (MF)Live
Nasdaq 100 FoF (MF)Live
India Flexi Cap FoF (MF)Live
Outbound Active MFPipeline
Portfolio data as of March 31, 2026. Performance data from official PPFAS GIFT — Discretionary PMS factsheet, March 2026 and advisory presentation. All performance figures are TWR (time-weighted return) net of fees, in USD. Past performance is not indicative of future results. This is not investment advice. PMS investments are not suitable for all investors. Tequity is an AMFI-registered MFD (ARN-245270). Consult your CA for tax and legal advice specific to your situation.

Global Equity with PPFAS's
Value Discipline?

PPGIS brings the same patient, valuation-first philosophy behind Parag Parikh Flexi Cap Fund to global markets. We'll help you plan LRS remittances, set up your Interactive Brokers account, and decide between Discretionary and Advisory.

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