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Account Statements

Know your Statements
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Portfolio Holding Statement
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Portfolio Holding Statement is a summary of your successful Investment Holdings as on a specific date. You can request it to be emailed to you in PDF or XLS format for your records to your email address you have registered in communication details.
The statement is password protected with your PAN (Permanent Account Number) registered on Paytm Money.
Transaction Statement
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Transaction Statement is a summary of your successful transactions for a time-period chosen by you. These include investments, redemptions & subscriptions if any. You can request it to be emailed to you in PDF or XLS format for your records to your email address you have registered in communication details.
The statement is password protected with your PAN (Permanent Account Number) registered on Paytm Money.
Realised Gains Statement
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Realised Gains Statement is a summary of your net Gains / Loss after you sell your Investments. This gain / loss could be Long-term or Short-term depending on the type of investment and the time period you hold it for.
You can request for it to be emailed to you in PDF or XLS format for your records to your email address you have registered in communication details.
The statement is password protected with your PAN (Permanent Account Number) registered on Paytm Money.
Investment Insights
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Investment Insights provides detailed insights on your Mutual Fund Investments depending on the type of schemes, categories, asset class you are invested in.
You can request for it to be emailed to you in PDF or XLS format for your records to your email address you have registered in communication details.
The statement is password protected with your PAN (Permanent Account Number) registered on Paytm Money.
Tax Statement
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Tax Statement is a summary of all your investments made in ELSS (Equity Linked Savings Scheme) during a Financial Year. This statement can be submitted as an investment proof for income tax filing for income tax exemption under Section 80C of Income Tax Act, 1961.
You can request for it to be emailed to you in PDF or XLS format for your records to your email address you have registered in communication details.
The statement is password protected with your PAN (Permanent Account Number) registered on Paytm Money.