Now Track all your Mutual Fund Investments on Paytm Money

Many of our users are avid investors and have been investing through other channels such as through Mutual Fund companies (AMCs), Banks, Financial Advisers or through Distributors. In fact, a lot of our users have asked us if they could track the performance of their investment portfolios (even the ones not invested through us) on the Paytm Money app? We always build on feedback but this time, we also simplified this process for you!

All you have to do is upload your Consolidated Account Statement (CAS) on Paytm Money and we will do the rest! Your investments made through Paytm Money will continue to appear in your main portfolio and investments made outside of Paytm Money will appear in the External Investments section of the Portfolio.

We are super excited to bring this feature to you! This means that all of the 18+ Million existing investors of mutual fund industry can track performance of their investments on Paytm Money. As always, your investments and portfolio will be updated everyday :)

Meet our team that build the External Investment Tracking capability for you!

Here’s How You Can Import Your Existing Portfolio to Paytm Money

Note: Before you start, please ensure you have the updated version of the app (click here for Android or iOS), for this feature to be available.

Profile Section

1. Go to Portfolio, tap on Start under ‘External Investments’.
2. Generate your detailed CAS via the Karvy website link provided.

Tap on the Karvy link

Please note that you must submit ONLY your detailed CAS through Karvy to us.

Enter your personal details

• Choose Detailed CAS only
• Choose Specific Period
• From Date: 01/01/1987
• To Date: Present Day
• Set an easy to remember Password
• Tap on Submit

This is what your CAS looks like:

CAS

3. Once you have the CAS with you, you can either:

1. Upload the CAS statement PDF on the app directly (preferred)
2. Or email to us on cas@paytmmoney.com from your registered email address.

Note: Once you have sent us your CAS, you will be updated via email & notification when the external portfolio has been updated successfully.

4. View your consolidated portfolio with Paytm Money & the newly imported one, in the Portfolio tab of the app.

Bonus Tip: If you wish to invest in the same scheme (invested externally earlier) via Paytm Money, you can simply tap on the scheme and a new folio will be created for your investment in the same scheme via Paytm Money.

Please remember, investments made through Paytm Money are always in Direct schemes of Mutual Funds without any hidden commissions or fees, which means you make more returns when you invest in Mutual Funds through Paytm Money.

We hope this feature adds more convenience to your portfolio management and assists you in managing your investments.

Here’s a video with the step-by-step process to import your portfolio:

Please share your feedback about portfolio tracking in the comments section below or write to us at feedback@paytmmoney.com.

More to come from us soon!
Team @ Paytm Money