Launching PMS (Portfolio Management Services) Marketplace- India’s 1st & Most Definitive PMS4 min read
Your investment journey is in our hands and we have vowed to make it as seamless as possible! So, in this quest, here’s adding another feature to our cap.
Presenting the brand new Portfolio Management Services (PMS) Marketplace! A marketplace that brings together investors and SEBI licensed portfolio managers!
We are partnering with PMS Bazaar along with a host of features to simplify investing for you. With a minimum investment of INR 50 lakhs, have experienced and licensed portfolio managers take over, structure and manage your portfolio, perfectly aligned with your investment goals and risk appetite!
Could it get any more convenient?
So first off, let’s understand what exactly is PMS.
1. What is Portfolio Management Service (PMS)?
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. 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).
- As per SEBI guidelines, a minimum investment of INR 50 Lakhs towards a portfolio management service is required
- Your portfolio can consist of stocks, fixed income, commodities, real estate, structured products and cash
- PMS provides comprehensive communication and performance reporting to the investors with continuous monitoring giving higher returns
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.
PMS ensures that the risk will be minimised as the portfolio managers are backed by research teams that are responsible for establishing the client’s strategy and providing real-time data and information to support it.
2. Why should you invest in Portfolio Management Services?
1. Professional Management:
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.
2. Transparency:
PMS provides comprehensive communication and performance reporting to the investors, who get regular statements and updates from the firm.
3. Risk Minimisation:
These portfolio managers are backed by research teams which are responsible for establishing the client’s investment strategy and also providing real time data and information to support it
Now, let’s explore the marketplace on our app, shall we?
3. Exploring the PMS Marketplace on the Paytm Money App
Access the PMS marketplace through the PMS card shown below on the app or web dashboard.
Confused where to start? How about checking out the video on “What is PMS?”
Explore the section ”In Spotlight” 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.
Let’s now talk about the different sections and what they tell you.
#1 Fund Listing
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.
#2 Strategy Information
This feature provides various basic features of the strategy such as Name, AUM, Inception Date, Benchmark, Portfolio Age.
#3 Strategy Return
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.
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.
#4 Strategy Manager
Learn all about the fund manager for this strategy.
#5 Strategy Portfolio Summary
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.
You will get the top 5 companies invested by the strategies along with top sector distribution, and cap-wise segregation.
4. How to Invest in PMS On Paytm Money?
Schedule call with Portfolio Manager
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.
Disclaimer
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 – 110019. T&C apply
