Portfolio Management Services (PMS)


What will you get?

  • Strong Fundamental & Technical stock selection
  • No Sector forms more than 20% of the portfolio
  • No Stock forms more than 15% of the portfolio
  • Strong and Active risk management
  • Consistent High Returns
  • Diversified portfolio

How our PMS works?

  • Diversified portfolio.
  • Investing in the best performing sector.
  • Exposure limits under normal circumstances
  • To a single stock maximum 15%
  • To a sector / industry 20%
  • A portfolio of approx. 6 to 10 high quality stocks.
  • Company analysis guided by fundamentals of the stock.
  • Growth available at reasonable valuation

Minimum Funds & Fee Payable

  • Minimum Corpus: 25 Lacs.
  • Upfront Fee 1%
  • Management Fee 1.5% p.a. (Payable quarterly)
  • Performance Based Management Fees:
    1. Return on Investment p.a. Profit Sharing
      Upto 7% 0
      More than 7% & upto 30% 20%
      More than 30% 30%
  • Exit Load:
    1. Within 6 months 1% of AUM
      6 to 12 months 0.5% of AUM
      Above 12 months Nil
  • Other Charges:
    1. Brokerage 0.25% in delivery & 0.025% in square off
      0.025% in Futures
      Depository Fees Rs.9 per ISIN for market sale
      DP charges @ Rs.100/quarter + GST
      GST, Security Transaction Tax & Other Statutory Levies Transaction charges @ 0.00345%
      STT @ 0.10%
      Stamp Duty @ 0.01%
      GST @ 18%
  • Statutory and Incidental Expenses: Stamp Duty, Securities Transaction Tax, GSTand any other statutory charges would be levied separately as per the prevailing rates from time to time.
  • Brokerage and Demat charges at actual.
  • Proven ability of management to successfully introduce new products.

Contact Us: Mr. Prateek Tandon- 9874744553

SEBI Registration No. of M/s Dynamic Equities Pvt. Ltd

  • NSE Capital Market - INB 231071839
  • NSE Derivatives- INF 231071839
  • NSE Currency- INE 231071839
  • BSE Capital Market- INB 011071835
  • BSE Derivatives- INF 011071835
  • MCX SX Currency- INE 261071839
  • MCX SX Capital Market - INB261071832
  • MCX SX Derivatives - INF261071832
  • Investment Advisory Reg. No. : INA300002022
  • PMS Reg. No. INP000003468
  • NSDL Reg. No. IN-DP-NSDL-161-2000
  • CDSL Reg. No. IN-DP-CDSL-192-2002
    CIN: U67190WB1999PTC090087

CIN: U67190WB2003PTC096617. Trading in Commodities is done through our Group Company Dynamic Commodities Pvt. Ltd. The company is also engaged in Proprietory Trading apart from Client Business.

Disclaimer: There is no guarantee of profits or no exceptions from losses. The investment advice provided are solely the personal views of the research team. You are advised to rely on your own judgment while making investment / Trading decisions. Past performance is not an indicator of future returns. Investment is subject to market risks. You should read and understand the Risk Disclosure Documents before trading/Investing.

Disclosure: We, Dynamic Equities Private Limited are also engaged in Proprietory Trading apart from Client Business. We also trade in NIFTY Options, Bank Nifty Options in our own account apart from, our Investment Advisory Division providing advisory services in NIFTY Options, Bank Nifty Options to clients as per the relevant Regulations. In case of any complaints/grievances, clients may write to us at compliance@dynamiclevels.com