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
  • a. To a single stock maximum 15%
  • b. 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

Schedule of PMS Fees (Dynamic)

Fee Slab A B C D E
Investment Amount (Rs) 25 Lakhs
(Min Corpus)
Upto 1 Crore Upto 2 Crores Upto 5 Crores Upto 8.5 Crores
Set-up Fee
(Fund Incorporation)
2.00% 2.00% 2.00% 2.00% 2.00%
Annual Management Fees
(to be levied monthly)
2.00% p.a 1.75% p.a 1.50% p.a 1.25% p.a 1.00% p.a
Brokerage 0.25% in delivery & 0.025% in intra day 0.175% in delivery & 0.0175% in intra 0.15% in delivery & 0.015% in intra day 0.125% in delivery & 0.0125% in intra 0.10% in delivery & 0.010% in intra day
Performance Fee
(Over and Above the Hurdle Rate of 10%)
20% 17.5% 15% 12.5% 10%
Exit Fees Between 0-3 months - 2%, More than 3 months - NIL

Demat charges (Dynamic)

1 Annual Maintenance Charges Rs. 400/- pa for Resident Individual
Rs. 900/- for non Individual
2 Transaction Fees - Market Sale Rs.9 per ISIN

Govt & Statutory charges

Sr. No. Particulars Rates
1 SEBI Charges (At actuals) 0.0005% on AUC p.a.
2 Taxes, Regulatory levies Actuals, as applicable
3 Miscellaneous Charges (viz. charges for CA certificate,) To be reimbursed on actual basis (The CA fees is Rs.1000/- plus Taxes per certificate once in a year)

Custodian charges *

1 Annual custody charges(calculated on average Assets under Custody) 0.05% p.a.
2 Clearing, Settlement and Subscription Charges
• Cash Market
• Derivatives (F&O)
• Liquid Bees
• Mutual Funds
• Others (IPO, Debt, etc)
0.01% of transaction value
0.0005% of transaction value
INR 100 per txn
INR 100 per txn

* Custody charges applicable only if you appoint Orbis Financial Corporation Limited as Custodian.

Custodian Demat charges **

1 Annual Maintenance Charges Rs. 500/- pa for Resident Individual
Rs. 1000/- for non Individual
2 Transaction Fees
a. Off-market transfers
b. Market transfer
Rs.8 per ISIN

** If you appoint Orbis Financial Corporation Limited as Custodian


  • INZ000193533 (NSE, BSE & MCXSX)
  • Investment Advisory Reg. No. : INA300002022
  • PMS Reg. No. INP000003468
  • DP Reg. No. IN-DP-CDSL-192-2002
    CIN: U67190WB1999PTC090087

CIN: U67190WB2003PTC096617. Trading in Commodities is done through our Group Company Dynamic Commodities Pvt. Ltd (SEBI Regn. No. INZ000047433). 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