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 Growth lena hai, Sasta lena hai

  • 8336087004

Invest Simply In Our Midcap Equity Smallcase

Shailesh Saraf

Managed by

SHAILESH SARAF

SEBI RegisteredINA300002022

Experience28+ yrs

Investment StrategyFactor Investing Quality

Mr. Shailesh Saraf, MD-DEPL & Founder-Value Stocks, has been in the Stock Market for 28 years. His App Value Stocks aims at making investing delightfully simple.

-4%

1M Return

-12%

6M Return

-6%

1Y Return

57%

2Y Return

-2%

1Y Benchmark

Rs 5 lakhs

Min. Investment

2.50%

Annualised Fee

About Smallcap Portfolio

  • Our Midcap Portfolio aims to invest 10-15 Mid Marketcap companies out of 150 midcap companies listed in NSE.
  • We Invest in Reasonable valuation, relative to quality & growth prospects, Stable business, preferably consumer facing, Sustainable competitive advantage, Competent management team, Healthy financials & ratios.
  • This portfolio is suitable for clients who have moderate risk apatite and can hold portfolio in panic situation and ready to see drawdowns. Midcap stocks have the potential to offer higher returns.
  • Rebalancing of the portfolio is done on Quarterly basis after quarterly results are announced, rebalancing aims in adding stocks with growing sales and profit and removing degrowing and overvalued companies.

How to invest through Smallcase

  • Invest in Smallcase from following 13 brokers: 5paisa, Angel One, Axis Direct, Groww, HDFC Sec, Kotak Sec, Upstox, Zerodha, Alice Blue, Edelweiss, IIFL Sec, Motilal Oswal and Trustline.
  • List of details required: Name, Email Id, Mobile No. Brokers/Trading Login ID & Password, PAN No, Date of Birth as per PAN No, OTP in Email Bank A/C for eNach Net banking, Customer ID & Password.

For further details download presentation

SEBI Registered Nos
  • Portfolio Manager - INP000003468
  • Stock Broker - INZ000193533
  • AMFI ARN - 124058
  • NSE, BSE, MCX - INZ000193533
  • CIN - U67190WB1999PTC090087
  • Investment Advisory Reg No - INA300002022
  • DP with NSDL Reg No - IN-DP-650-2021
Product of Value Stocks Technology Pvt Ltd
Investment Advisory By Dynamic Equities Pvt Ltd
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Attention Investors:

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 complaints@valuestocks.in

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