Portfolio Management Services (PMS)


What will you get?

  • Strong Fundamental & Technical stock selection
  • Strong and Active risk management
  • Consistent High Returns
  • Diversified portfolio

How our PMS works?

  • Diversified portfolio.
  • Investing in the best performing sector.
  • 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 Above 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 (on Delivery) 0.25% 0.175% 0.15% 0.125% 0.10%
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

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

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 (CA fees is Rs.1500/- plus Taxes per certificate once in a year)


  • INZ000193533 (NSE, BSE & MCXSX)


  • Our ARN No - 124058
    Our EUIN No - E197719
  • 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 engaged in Proprietory Trading.

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. In case of any complaints/grievances, clients may write to us at compliance@dynamiclevels.com