{"id":2862,"date":"2021-12-03T04:31:46","date_gmt":"2021-12-03T04:31:46","guid":{"rendered":"https:\/\/www.paytmmoney.com\/blog\/?p=2862"},"modified":"2021-12-03T04:47:57","modified_gmt":"2021-12-03T04:47:57","slug":"product-launch-portfolio-management-services","status":"publish","type":"post","link":"https:\/\/www.paytmmoney.com\/blog\/product-launch-portfolio-management-services\/","title":{"rendered":"Launching PMS (Portfolio Management Services) Marketplace- India&#8217;s 1st &#038; Most Definitive PMS"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Your investment journey is in our hands and we have vowed to make it as seamless as possible! So, in this quest, here\u2019s adding another feature to our cap.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Presenting the brand new Portfolio Management Services (PMS) Marketplace! A marketplace that brings together investors and SEBI licensed portfolio managers!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We are partnering with PMS Bazaar along with a host of features to simplify investing for you. <\/span><span style=\"font-weight: 400;\">With a minimum investment of INR 50 lakhs, have <\/span><span style=\"font-weight: 400;\">experienced and licensed portfolio managers <\/span><span style=\"font-weight: 400;\">take over, structure and <a href=\"https:\/\/www.paytmmoney.com\/blog\/portfolio-rebalancing\/\">manage your portfolio<\/a>, perfectly aligned with your investment goals and risk appetite!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Could it get any more convenient?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So first off, let\u2019s understand what exactly is PMS.<\/span><\/p>\n<h2><b>1. What is Portfolio Management Service (PMS)?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Portfolio Management Services (PMS) is an investment service offered by portfolio managers with the intent to achieve the required rate of return within the desired level of risk. <\/span><span style=\"font-weight: 400;\">This service is structured in a manner that meets your needs whilst in-hand with the risks, rewards and the goals set by you. This will be aligned with the Investment Policy Statement (IPS).<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">As per SEBI guidelines, a minimum investment of <\/span><b>INR 50 Lakhs <\/b><span style=\"font-weight: 400;\">towards a portfolio management service is required\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your portfolio can consist of stocks, fixed income, commodities, real estate, structured products and cash<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">PMS provides comprehensive communication and performance reporting to the investors with continuous monitoring giving higher returns<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">What do you have to do? Well, all you have to do is leave it for your portfolio manager. The assigned portfolio managers continuously monitor and make periodic changes to optimize the results. <\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">PMS ensures that the risk will be minimised as the portfolio managers are backed by research teams that are responsible for establishing the client&#8217;s strategy and providing real-time data and information to support it.<\/span><\/p>\n<h2><b>2. Why should you invest in Portfolio Management Services?<\/b><\/h2>\n<h3><b>1. Professional Management<\/b><b>:<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">PMS provides professional management of portfolio by experienced and licensed portfolio managers who try to deliver consistent long-term performance via higher returns and controlled risk.<\/span><\/p>\n<h3><b>2. Transparency:<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">PMS provides comprehensive communication and performance reporting to the investors, who get regular statements and updates from the firm.\u00a0<\/span><\/p>\n<h3><b>3. Risk Minimisation:<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">These portfolio managers are backed by research teams which are responsible for establishing the client\u2019s investment strategy and also providing real time data and information to support it<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, let\u2019s explore the marketplace on our app, shall we?<\/span><\/p>\n<h2><b>3. Exploring the PMS Marketplace on the Paytm Money App<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Access the PMS marketplace through the PMS card shown below on the app or web dashboard.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2864\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-1024x502.png\" alt=\"exploring the PMS marketplace on paytm money\" width=\"1024\" height=\"502\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-1024x502.png 1024w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-300x147.png 300w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-768x376.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-1536x752.png 1536w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/exploring-the-PMS-marketplace-on-paytm-money-2048x1003.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Confused where to start? How about checking out the video on \u201cWhat is PMS?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-2863\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-489x1024.png\" alt=\"what is portfolio management service paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/what-is-portfolio-management-service-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Explore the section \u201dIn Spotlight\u201d on our PMS home screen which handpicks the best performing PMS schemes in the last 1 year. This can serve as an easy option while identifying the right PMS strategies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> <img decoding=\"async\" class=\"aligncenter size-large wp-image-2865\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-489x1024.png\" alt=\"best performing pms schemes on paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/best-performing-pms-schemes-on-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/>\u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s now talk about the different sections and what they tell you.<\/span><\/p>\n<h3><b>#1 Fund Listing\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Check out funds for a particular category with a sorting feature along with performance across multiple time horizons like 1 month, 3 months, 6 months, 1 year etc.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2866\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-489x1024.png\" alt=\"fund listing with performance paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/fund-listing-with-performance-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/p>\n<h3><b>#2 Strategy Information<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This feature provides various basic features of the strategy such as Name, AUM, Inception Date, Benchmark, Portfolio Age.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2867\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-489x1024.png\" alt=\"strategy information on paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-information-on-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/p>\n<h3><b>#3 Strategy Return\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The past performance for the strategy is shown in terms of both absolute return and CAGR. This feature should make it easy to compare the past returns of various strategies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If relative performance is important to you, then this feature should be able to provide you with the comparative analysis needed to invest in the right strategy. This feature essentially provides comparison with indices like Nifty 50.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2870\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-937x1024.png\" alt=\"strategy return on paytm money\" width=\"937\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-937x1024.png 937w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-275x300.png 275w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-768x839.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-1406x1536.png 1406w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-return-on-paytm-money-1874x2048.png 1874w\" sizes=\"(max-width: 937px) 100vw, 937px\" \/><\/p>\n<h3><b>#4 Strategy Manager<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Learn all about the fund manager for this strategy.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2871\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-1024x586.png\" alt=\"strategy manager paytm money\" width=\"1024\" height=\"586\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-1024x586.png 1024w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-300x172.png 300w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-768x440.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-1536x880.png 1536w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-manager-paytm-money-2048x1173.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><b>#5 Strategy Portfolio Summary<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Get information on the companies, sectors, and market capitalization of companies that are part of the entire portfolio with their average market capitalization as of a particular date.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You will get the top 5 companies invested by the strategies along with top sector distribution, and cap-wise segregation.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2868\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-489x1024.png\" alt=\"strategy portfolio summary on paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/strategy-portfolio-summary-on-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/p>\n<h2><b>4. How to Invest in PMS On Paytm Money?<\/b><\/h2>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-2869\" src=\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-489x1024.png\" alt=\"how to invest in pms on paytm money\" width=\"489\" height=\"1024\" srcset=\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-489x1024.png 489w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-143x300.png 143w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-768x1609.png 768w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-733x1536.png 733w, https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/11\/how-to-invest-in-pms-on-paytm-money-978x2048.png 978w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/p>\n<h3><b>Schedule call with Portfolio Manager<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have shortlisted a few strategies, you can schedule a call with the respective advisors to know more about their investment process and risk management framework. You can also choose from the time slots to choose a convenient time.<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><em><span style=\"font-weight: 400;\">Disclaimer<\/span><\/em><\/span><\/p>\n<p><span style=\"font-size: 10pt;\">Investment in securities market are subject to market risks, read all the related documents carefully before investing. PMS Bazaar is a marketplace that facilitates offering of Portfolio Management Services by the SEBI-registered entities. This offering is a non Exchange traded product and Paytm Money Ltd is acting as a facilitator for the same. Please note all disputes with respect to the distribution activity, would not have access to the Exchange investor redressal forum or Arbitration mechanism. Such representations are not indicative of future results. Paytm Money Ltd Regd Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi \u2013 110019. T&amp;C apply<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your investment journey is in our hands and we have vowed to make it as seamless as possible! So, in this quest, here\u2019s adding another feature to our cap.\u00a0 Presenting the brand new Portfolio Management Services (PMS) Marketplace! A marketplace that brings together investors and SEBI licensed portfolio managers!\u00a0 We are partnering with PMS Bazaar<a href=\"https:\/\/www.paytmmoney.com\/blog\/product-launch-portfolio-management-services\/\">Continue reading <span class=\"sr-only\">&#8220;Launching PMS (Portfolio Management Services) Marketplace- India&#8217;s 1st &#038; Most Definitive PMS&#8221;<\/span><\/a><\/p>\n","protected":false},"author":21,"featured_media":2916,"comment_status":"open","ping_status":"open","sticky":false,"template":"single-classic-ns.php","format":"standard","meta":{"footnotes":""},"categories":[8,14],"tags":[],"class_list":["post-2862","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcements","category-product-updates"],"_links":{"self":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/2862","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/comments?post=2862"}],"version-history":[{"count":0,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/2862\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media\/2916"}],"wp:attachment":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media?parent=2862"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/categories?post=2862"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/tags?post=2862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}