SEBI Registered Nos.

  • Portfolio Manager - INP000003468
  • Stock Broker - INZ000193533
  • AMFI ARN - 124058
  • NSE, BSE, MCX - INZ000193533
  • CIN - U67190WB1999PTC090087
  • Investment Advisory Reg No - INA300002022
Value Stocks

Value Stocks

  • 8336087004

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2019@ Copyright Dynamic Equities Private Limited. All rights reserved.

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Disclosure Document under SEBI(Investment Advisers) Regulation , 2013 by Dynamic Equities Private Limited ( DEPL)

1) Material Information about DEPL/Subsidiaries/Associates-

a) History:

Dynamic Equities Private Limited was incorporated as a company on 16th August 1999 by the Registrar of Companies, West Bengal. The registered office of the Company is at Technopolis Building - 14th Floor, Plot No. BP 4, Sector – V, Salt Lake, Kolkata – 700 091. The company promoters are Mr. Shailesh Saraf , Managing Director and Mr. Shridhar Bhuwalka, , Joint Managing Director.

b) Dynamic Equities Private Limited is a SEBI registered Stock Broker, in NSE, BSE having SEBI registration no. INZ000193533. It is a Depository Participant in NSDL (SEBI Registration No. IN-DP-CDSL-192-2002). It is also registered with SEBI as an Investment Adviser (SEBI Registration no INA300002022 ), and a Portfolio Manager (SEBI Registration no. INP000003468 ).

c) Directors Profile:

Mr. Shailesh Saraf - Managing Director & Shareholder
He has an experience of nearly 27 years approx in securities market. He has vast experience in Stock Market Research, Fundamental Analysis, Portfolio Management, Trading and Operations. Mr Saraf has learnt international best practices and continues to strive for nothing but the best in terms of both moral and material growth. Presently he is heading the Research Team.

Mr. Shridhar Bhuwalka - Joint Managing Director & Shareholder
Mr. Shridhar Bhuwalka graduated from St. Xavier’s College Kolkata and joined Dynamic at the age of 19 years. He has experience of 15 years approx in securities market..He has vast experience in handling Financial Management, Operations, Banking and Risk Management in securities market. Presently he is heading the Finance and Risk Management Team in the Company.

d) Subsidiary

DEPL has the following subsidiary: Dynamic Equities (IFSC) Private Limited, a company registered in GIFT city Gujarat. It is a Trading Member in NSE IFSC and India International INX.

2) Disciplinary History :

There is no action taken against Dynamic Equities Pvt. Ltd. by SEBI. There are no pending material litigation/legal proceedings/ against the Dynamic Equities Pvt. Ltd. / key personnel

3) Terms & Conditions:

  • a. The Investment Advisory services shall be provided to you by a separate division of DEPL (“DEPL IA Division”).
  • b. DEPL IA Division shall maintain an arms-length relationship between its activities as an investment adviser and other activities.
  • c. DEPL IA Division shall clearly segregate the IA Division from execution services and its all other activities.
  • d. Investment Advisory services shall be provided to you only after assessing your risk profile and suitability of the product and after entering into agreement.

4) DEPL IA Division shall provide Investment Advisory Services based on the following:

  • i) Your Risk profiling in the manner prescribed by DEPL
  • ii) Periodic Updation of Risk Profiling.
  • iii) Updation regarding any changes in your profile/KYC Data.

5) DEPL is offering only investment advisory services to you. You may avail execution services from any SEBI registered Stock Broker as per your discretion.

6) Kindly read the relevant Disclosure Documents and gather all relevant information before investing in any product.

7) DEPL shall disclose to the client its own holding / position, if any, in the financial products which are subject matter of advice.

8) DEPL IA Division shall maintain complete confidentiality of all information provided by you and shall not disclose any such information, without your prior consent except if such disclosure is required to be made in compliance with any applicable law or regulatory direction.

9) DEPL IA Division shall not receive any consideration by way of remuneration or compensation or in any other form, from any person other than the client being advised, in respect of the underlying products for which advice is provided.

10) DEPL IA Division shall not enter into transactions on its own account which is contrary to its advice given to clients for a period of fifteen days from the day of such advice.
Provided that during the period of such fifteen days, if the investment adviser is of the opinion that the situation has changed, then it may enter into such a transaction on its own account after giving such revised assessment to the client at least 24 hours in advance of entering into such transaction.

11) DEPL IA Division shall act in a fiduciary capacity towards its clients and shall disclose all conflicts of interests as and when they arise.

12) DEPL IA Division shall not be getting any consideration by way of remuneration or compensation or in any other form whatsoever, received or receivable by it or any of its associates or subsidiaries for any distribution or execution services in respect of the products or securities for which the Investment advice is provided to the client.

13) DEPL IA Division shall before recommending the services of a stock broker or other Intermediary to the client, disclose consideration, if any by way of remuneration or compensation or in any other form whatsoever received or receiveable by Dynamic IA Division, if the client desires to avail the services of such Intermediary.

14) The DEPL IA Division shall conduct its activities in compliance with the SEBI (Investment Advisors) Regulations, 2013.

15) Research Strategy:

Presently we shall provide Advisory services in the following products:

  • • The Scripts traded in Cash Market in NSE
  • • Index ( Nifty & Bank Nifty ) and Stock Futures & Options of NSE

The main products / services being offered:

  • 1. Top 50 Large Cap Growth Strategy
  • 2. Nifty Quarterly YOY GOG Strategy
  • 3. Mid Cap Price Momentum Strategy
  • 4. Mid Cap Quarterly GOG Turnaround Strategy
  • 5. Small Cap GOG Turnaround Strategy
  • 6. Small Cap Price Momentum Strategy
  • 7. Large Cap Qtr GOG Turnaround Strategy
  • 8. Derivative Strategy
  • 9. Invest Like Gurus

Basis of Scrips Selection:

The following are the basis to get quality stocks:

Value Strategy – Based on Valuations - fundamentally strong stocks at bargain price.

Action Strategy - Based on Price momentum - stocks for short term trading or investment.

Long term Strategy - Based on Quality - stocks with High ROE and Positive Cash Flows.

Using Stocks Strategy - Based on Growing companies – stocks with Sales, EBIT and Net Profit Growth.

Exit Strategy - Based on Risk parameters - companies with Promoter Pledge, Debt and Loss.

The details are as below:

Valuations - Valuations are used as an important strategy for picking good Stocks at a low price or low PE with a good margin of safety. This strategy will help in the “when” or the right Entry rate or right support levels to invest. The fundamental parameters that help to decide right purchase rate are:

  • • DCF valuation
  • • Graham valuation
  • • Earning valuation
  • • Yearly PE ratio
  • • Quarter trailing PE
  • • Latest PB ratio
  • • Peg Ratio
  • • Price/Sales
  • • Price/EBIT
  • • Price/Enterprise Value

Action Strategy - Action or Momentum strategies are primarily based on Price, Whenever we use this strategy we always need to ensure that the stocks filtered should have good fundamental parameters which have market cap over 2000 cr, good ROE, Free cash flow and low debt. . The following are components for a good action strategy.

  • • 1M, 3M, 6M Performance
  • • Last 1 Year performance
  • • 1 Year performance ignoring last 1 month
  • • No. of days positive price performance in a Year
  • • Return from 52 week high
  • • Return from 52 week low
  • • Support & Resistance levels

Long Term Quality - Long Term Quality is the most important strategy to pick Quality stocks. This is the foundation stone, which tells you “why” some stocks are better than the other and helps to remove Fear & Greed while investing. When you follow these fundamental parameters, then the stocks perform even in falling markets. The 4 most important fundamental parameters for long term quality stocks are:

  • • ROE & ROCE > 15
  • • Free cash flow > 0
  • • Debt to Equity Ratio < 0.30

These 4 parameters provides lot of safety in investments. Warren Buffet also mentions this in his Acquisition Criteria "Businesses earning Good Returns on equity while employing little or no debt”. All the above are available in the Stock Screener & Stock Research

Using Growth - Using Growth is a strategy which focuses on parameters of growth in companies. It is based on “what” the companies have achieved Quarterly & Annually. Growing Sales and Profits are important parameters for this strategy along with following components:

  • • Sales
  • • EBIT
  • • Net Profit
  • • EPS

Exit - Exit or Risk Parameters are based on those parameters and values, which make some stocks risky to invest in. The following key components alert on “what” is not right in some stocks and hence should be best avoided.

  • • High Debt Equity ratio
  • • Promoter Pledge
  • • Very low Volume or turnover
  • • Yearly & Quarterly Net loss
  • • Negative Book Value
  • • MF Holding - 0 or very low
  • • Institution Holding – 0
  • • Quarterly degrowth in Sales & EPS

16) Advisory Fees for each of our product is as below:

  • a) Top 50 Large Cap Growth Strategy – Rs. 3999 per annum
  • b) Nifty Quarterly YOY GOG Strategy 4999 per quarter
  • c) Mid Cap Price Momentum Strategy 4999 per quarter
  • d) Mid Cap Quarterly GOG Turnaround Strategy 4999 per quarter
  • e) Small Cap GOG Turnaround Strategy 4999 per quarter
  • f) Small Cap Price Momentum Strategy 4999 per quarter
  • g) Large Cap Qtr GOG Turnaround Strategy 4999 per quarter
  • h) Derivative Strategy 1999 per month
  • i) Invest Like Gurus 4999 per annum

17) DEPL IA Division shall render only advisory Services. This division shall not provide any execution services, as per the SEBI (Investment Advisers Regulation), 2013.

18) We encourage you to go through the relevant Disclosure Documents. We specifically draw your attention to the key features, track record, warnings, risk profile, risk factors etc. associated with the product on which advice is provided.

19) Presently DEPL, Stock Broking and Portfolio Management Activities are carried out as a separate business vertical We maintain customary Chinese walls as expected under SEBI Regulations including physical segregation and controls.

20) Redressal of client grievances:

  • a. An investment adviser shall redress client grievances promptly.
  • b. An investment adviser shall have adequate procedure for expeditious grievance redressal.
  • c. Client grievances pertaining to financial products in which investments have been made based on investment advice, shall fall within the purview of the regulator of such financial product.
  • d. Any dispute between the investment adviser and his client may be resolved through arbitration or through Ombudsman authorized or appointed for the purpose by any regulatory authority, as applicable.

21) Disclaimer:

The investment advice or guidance provided by way of recommendations, reports or other ways are solely the personal views of the Investment Advisory Division. You are advised to rely on your own judgment while making investment /trading decisions. Past performance is not an indicator of future returns.
The client shall not hold Dynamic and any of its associates or employees liable for any loss occurred with respect to Investments/Trading done by the client on advice provided by the Investment Adviser. The Advice provided is completely based on the personal methodology of the Investment Adviser. And the client is not under any obligation to follow the same.

Disclosure of Proprietary Trading
Dynamic Equities Private Limited  is a SEBI registered Stock Broker and carries Proprietary trading also. Therefore Dynamic may have its own holding / positions in the scripts recommended by it.

I have read and understood the above stated Disclosures required as per as per SEBI (Investment Advisors) regulations 2013.

SEBI Registered Nos
  • Portfolio Manager - INP000003468
  • Stock Broker - INZ000193533
  • AMFI ARN - 124058
  • NSE, BSE, MCX - INZ000193533
  • CIN - U67190WB1999PTC090087
  • Investment Advisory Reg No - INA300002022
A product of Dynamic Equities Private Limited
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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@valuestocks.in

“2019 © COPYRIGHT DYNAMIC EQUITIES PVT. LTD.”