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Parag Parikh Financial Advisory Services Ltd. Unlisted Shares
DRHP Status : Not Filed
18550
Fundamentals About Parag Parikh Financial Advisory Services Ltd.
Downloads & Investor Documents
All documents are provided for informational purposes and are subject to regulatory disclosures.
Key Financials of Parag Parikh Financial Advisory Services Ltd.
P&L Statement |
2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | 89 | 144.8 | 212 | 429 |
| Cost of Material Consumed | 0 | 0 | 0 | 0 |
| Change in Inventory | 0 | 0 | 0 | 0 |
| Gross Margins | 100 | 100 | 100 | 100 |
| Employee Benefit Expenses | 22 | 28.68 | 49.24 | 63 |
| Other Expenses | 11 | 12.23 | 16.76 | 24 |
| EBITDA | 56 | 103.89 | 146 | 342 |
| OPM | 62.92 | 71.75 | 68.87 | 79.72 |
| Other Income | 1 | 1.58 | 3.16 | 0.25 |
| Finance Cost | 0 | 0 | 0 | 0.7 |
| D&A | 2 | 1.89 | 1.89 | 5.3 |
| EBIT | 54 | 102 | 144.11 | 336.7 |
| EBIT Margins | 60.67 | 70.44 | 67.98 | 78.48 |
| PBT | 55 | 103 | 146.32 | 336 |
| PBT Margins | 61.8 | 71.13 | 69.02 | 78.32 |
| Tax | 16 | 26.53 | 37.21 | 89 |
| PAT | 39 | 76.47 | 109.11 | 247 |
| NPM | 43.82 | 52.81 | 51.47 | 57.58 |
| EPS | 50.98 | 99.72 | 142.29 | 321.2 |
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 |
| 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 | 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 |
About Company
The following table shows a 10-point analysis of Parag Parikh Financial Advisory Services Ltd. We will discuss each point in detail after this table.
| Parameter | Key Numbers | Insights |
|---|---|---|
| Business Overview | FY25 Revenue ₹428.84 cr PAT ₹246.60 cr PAT margin ~57% |
Leading financial services firm providing asset management, portfolio management and advisory services. Strong profitability supported by management fees and investment gains from a growing asset base. |
| Industry & Market Position | AUM growth led by flagship flexi-cap fund Strong brand in long-term investing |
Known for value-based investment philosophy and disciplined portfolio construction. Strong trust among long-term retail investors with a credible track record in capital markets. |
| Revenue Growth Trend | Revenue grew from ₹146 cr (FY23) to ₹216 cr (FY24) |
Consistent revenue expansion driven by rising assets under management and increasing participation of investors in equity mutual fund schemes. |
| Profitability & Margins | EBITDA margin ~68–72% PAT margin 50%+ |
Asset-light business model results in extremely high profitability relative to many financial services firms. Operational scalability improves margins as AUM grows. |
| Cash Flow Quality | Strong fee-based income Recurring asset management fees |
Revenue largely derived from management fees and investment gains, creating stable and recurring income streams with high operating leverage. |
| Balance Sheet Strength | Debt-free balance sheet | Strong reserves and zero leverage provide high financial stability and flexibility for future growth or expansion. |
| Valuation Comfort | Unlisted market valuation ~₹10,600+ cr | Rising investor demand and strong AUM growth have driven valuation expansion in the private market. |
| Management & Governance | Experienced leadership team | Managed by professionals with deep capital market experience and a long-term investment philosophy focused on disciplined asset management. |
| Growth Triggers & Catalysts | Increasing AUM Expansion of mutual fund schemes |
Growth expected from rising investor participation in equity mutual funds and the ongoing financialization of household savings in India. |
| Liquidity & Exit Visibility | OTC liquidity only No confirmed IPO |
Investors rely on private market transactions for liquidity. A future listing could provide a potential exit opportunity. |
Company Overview
(i) Parag Parikh Financial Advisory Services Ltd. (PPFAS) is an Indian financial services company engaged in asset management, portfolio management services (PMS), investment advisory, and related financial services.
(ii) The company was founded with the objective of offering value-oriented investment strategies and long-term wealth creation for investors through disciplined portfolio management.
(iii) PPFAS operates its asset management business through its mutual fund platform, offering investment products across multiple categories including flexi-cap, hybrid, tax-saving, liquid, and arbitrage funds.
(iv) A major portion of the company’s revenue comes from asset management fees, portfolio management services, and advisory income, along with investment gains generated from its proprietary investments.
(v) The company has built a strong reputation among retail investors due to its transparent investment philosophy, disciplined capital allocation, and consistent long-term performance track record.
Challenges in Parag Parikh Financial Advisory Services Ltd Business
- Dependence on capital market performance: As an asset management and advisory firm, the company’s revenues are influenced by market conditions and investor sentiment. Market volatility can impact fund flows and performance.
- Regulatory environment: Financial services businesses operate under strict regulatory frameworks. Changes in regulations governing mutual funds, portfolio management services, or advisory businesses can affect operations.
- Product concentration risk: A significant portion of investor assets is concentrated in flagship investment schemes. Any sustained underperformance could affect inflows and investor confidence.
Financial Review of Unlisted Shares
The following are Parag Parikh Financial Advisory Services Ltd. key financial indicators:
FY23 Performance
Revenue stood at approximately ₹146 crore, while PAT reached ₹76 crore, indicating strong profitability in the advisory and asset management business.
FY24 Performance
Revenue increased to around ₹216 crore, and PAT rose to ₹109 crore, reflecting strong growth supported by higher assets under management and management fees.
FY25 Performance
Total operational revenue reached approximately ₹428.84 crore, while PAT stood at around ₹246.60 crore, demonstrating significant growth in both income and profitability.
Quick Summary
Parag Parikh Financial Advisory Services Ltd. is a well-known financial services company with a strong reputation in the Indian asset management and investment advisory industry. The company benefits from a scalable asset-light business model, high profitability, and strong brand trust among investors.
From an investor’s perspective, PPFAS offers exposure to India’s growing asset management industry, supported by increasing investor participation in mutual funds and financial markets. However, performance remains linked to market cycles and regulatory developments within the financial services sector.
Promoters of Parag Parikh Financial Advisory Services Ltd
The following are the active promoters or key management members of the company:
| Name | Designation | LinkedIn Profile |
|---|---|---|
| Neil Parikh | Director | View Profile |
| Sahil Parikh | Director | View Profile |
| Rajeev Thakkar | Director & CIO | View Profile |
Click Here to visit the official website of Parag Parikh Financial Advisory Services Ltd.
Shareholding Pattern of Parag Parikh Financial Advisory Services Ltd.
| Name | Holding |
|---|---|
| Geeta P Parikh | 18.77% |
| Neil P Parikh | 43.15% |
| Sahil Parikh | 14.81% |
| Rajeev Thakkar | 5.87% |
| Others | 17.4% |
Promoters of Parag Parikh Financial Advisory Services Ltd.
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Frequently Asked Questions
Parag Parikh Financial Advisory Services Ltd unlisted shares are equity shares of the company that are not listed on NSE or BSE. These shares can be bought or sold through private market platforms like UnlistedKraft.
Yes. Investors can buy Parag Parikh Financial Advisory Services Ltd unlisted shares through UnlistedKraft by completing KYC, placing the order, and receiving shares in their demat account.
All unlisted shares involve risk, but Parag Parikh Financial Advisory Services Ltd is a well-known financial services company with strong profitability and a reputed investment philosophy.
The price of Parag Parikh Financial Advisory Services Ltd unlisted shares depends on recent private transactions, company performance, demand-supply dynamics, and investor sentiment in the unlisted market.
Yes, investors must have an active demat account to hold Parag Parikh Financial Advisory Services Ltd unlisted shares.
There is no mandatory holding period unless the company announces an IPO. Investors usually hold them until a liquidity event.
Yes. Parag Parikh Financial Advisory Services Ltd unlisted shares can be sold in the private market before an IPO, subject to buyer availability.
Yes. If Parag Parikh Financial Advisory Services Ltd goes public, pre-IPO shareholders will typically be subject to a six-month lock-in period as per regulatory guidelines.
If these unlisted shares are held for more than two years, gains are taxed as long-term capital gains at 20% with indexation. If sold earlier, gains are taxed according to the investor’s income slab.
UnlistedKraft provides verified transactions, transparent pricing, expert assistance, and fast processing for investors interested in buying or selling Parag Parikh Financial Advisory Services Ltd unlisted shares.
+91-9599071664
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