Dynamic Equities Pvt Ltd – Portfolio Management Services (PMS)

Incorporated in 1999, our organization is a SEBI-registered entity offering a comprehensive suite of financial services. We are authorized as a Stockbroker on NSE, BSE, and MCX, and also operate as a Portfolio Manager (PMS) and Investment Advisor (IA). Additionally, we serve as an NSDL Depository Participant and are an AMFI-registered Mutual Fund Distributor. Our primary corporate office is located in Kolkata, with a significant branch presence in Mumbai.

AUM (₹ Cr)

83.98

Clients

167

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Dynamic Equities Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Smallcap Small Cap -24.85% Jan 2024
Bluechip Mid & Large Cap -4.26% Mar 2024
Emerging Winners Small Cap Aug 2025
DynamicMF Multi Asset Dec 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Shailesh Saraf

Fund Manager

Mr. Shailesh Saraf employs meticulously crafted strategies and stock selection with a dual objective: maximizing alpha generation while concurrently mitigating risk. His investment philosophy is rooted in a long-term perspective, prioritizing quality and growth as fundamental tenets that have demonstrably enhanced investor outcomes.

Interested in Dynamic Equities Pvt Ltd?

Get in touch with our partner to learn more about Dynamic Equities Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000003468

Registered Office: Tecnhopolis 14th Floor Plot BP4 Sector V Salt Lake Kolkata 700091

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)