Dynamic Equities PMS – Review, Strategies, Returns, Charges & more

Dynamic Equities PMS is a largely known portfolio management service company in India. It avails equity-based portfolio management services for all of its clients.

In this write-up, we will have a detailed discussion about Dynamic Equities Portfolio Management Services, its customer ratings, overview, fund manager details, types of PMS, strategies, investment plans, returns, commission models, support services, benefits, other charges and more features as well.

Dynamic Equities PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Dynamic Equities Portfolio Management Services –

Overview of Dynamic Equities Portfolio Management Services

Find a detailed overview of the Dynamic Equities portfolio management service in the table given below-

Dynamic Equities is a well-known and reliable PMS house available in the country. The company is serving its clients with PMS solutions for more than 19 years.

The broking house was normally established in 1999 by Shridhar Bhuwalka. Its headquarters are located in Kolkata, West Bengal. The entire PMS business module of the company is handled and managed by professional fund managers.

Now, we will have a discussion about Dynamic Equities portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Dynamic Equities PMS

There are 2 types of Dynamic Equities Portfolio Management Services –

Dynamic Equities is the best and top-most PMS solution offering company available in the country. The company normally offers very two types of PMS solutions i.e. discretionary PMS and non-discretionary PMS.

Usually, most of the clients and investors opt for discretionary PMS because the entire portfolio account is managed and handled by the fund managers of the company. While many other people look for reliable consultancy in order to make a fair investment decision.

Dynamic Equities PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Dynamic Equities PMS company.

As it is clear that Dynamic Equities PMS is a top-notch wealth management service providing company located in India.

Mainly, the PMS business of the broking house is managed and totally regulated by the team of fund managers.

Usually, the highly experienced and prolific fund manager in the company is Dolly Dhaval. She is qualified with an MBA and also holds an experience of around 16 years in the field of wealth management.

Moreover, the portfolio manager of the company holds AUM of Rs. 22 crores and handles the portfolios of more than 35 clients. The investment tenure for Dynamic Equities is a minimum of 3 years.

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Dynamic Equities PMS Strategies

The below table is providing details about the Dynamic Equities portfolio management service strategies-

Dynamic Equities is the most popular portfolio management or wealth management solutions providing company in India. It avails almost all kinds of portfolio management services for the huge satisfaction of the client’s.

The company is also good at facilitating effective strategies for managing investment portfolios. The investment strategies availed by the company are described below-

Large Cap Strategy

Dynamic Equities PMS avails large-cap strategy that usually focuses on large-cap stocks. With this investment strategy, clients can easily make an investment in the largest companies or the companies exists with large-cap stocks.

The company avails large-cap strategy for the client’s who are capable and willing to invest a minimum of 80% in the large-cap stocks.

Diversified Strategy

Dynamic Equities PMS has also customized a diversified investment strategy that helps clients to make investments in companies with diversified stocks.

It allows investors to invest in companies with comparatively small and diversified stocks. This investment philosophy normally helps in raising the value and importance of an investment portfolio.

Small-Mid Cap Strategy

The broking house has customised small-mid cap strategy for the investors who are only willing to make 60% – 70% of the investment. With this strategy, investors can easily invest in small and mid-cap stocks.

Dynamic Equities PMS Returns / Performance

The below table is giving details about Dynamic Equities PMS returns and performance-

Dynamic Equities is considered as the top-most PMS provider available in India. The company has performed really well in the last few years.

The returns of Dynamic Equities PMS for 3 years is 11.2%, for 5 years is 8.9%, for 7 years is 9.2%, for 10 years is 10.3% and for more than 11 years is 8.4% CAGR.

The healthy and robust return rate makes the company highly popular and renowned one in the country.

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Dynamic Equities PMS Investment Plans

Below the given table is providing details about the Dynamic Equities portfolio management service investment plans.

Dynamic Equities is a reliable and popular PMS firm. It has four basic investment plans to offer its clients. Usually, a minimum investment amount of Rs. 25 lakhs is required by all the wealth management companies.

The company’s bronze wealth management plan is between the range of Rs. 25 lakh to Rs. 50 lakh. The Silver wealth management plan ranges from Rs. 50 lakh to Rs. 1 Cr.

The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. And for more than Rs. 50 Cr. of investment, the broking house has a Platinum investment plan to offer its clients.

As the broking company has availed for basic types of investment plans, it has also customised very effective commission models for the ease and convenience of clients.

Dynamic Equities PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Dynamic Equities PMS house are as follows-

Dynamic Equities PMS has normally customised 3 types of commission models that are briefly described below with table chart-

Dynamic Equities PMS Prepaid Commission

Dynamic Equities has customised a very flexible prepaid commission model for its clients where the commission amount has to be paid in advance before the investment program begins with the company. This type of commission structure is usually dependent on the total investment amount.

If the total investment value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission amount to be paid is 1.35% of total investment.

If the investment portfolio is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 1.25% of the total investment amount.

If the investment amount is between the range of Rs. 1 Cr. to Rs. 5 Cr, the commission charges will be 1.05% of the total investment value.

And if the investment value is more than Rs. 5 Cr. the commission amount to be paid is 0.85% of the total investment.

Dynamic Equities PMS Volume% Commission

Dynamic Equities PMS has normally created volume % commission model which is totally dependent on the total no. of transactions made by the portfolio manager. Moreover, it is on the basis of fund managers loyalty and stock market value as well.

If the total transaction volume is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.110% of the total transaction volume.

If the transaction volume is normally between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.100% of the total transaction volume.

If it is between the range of Rs. 1 Cr. to Rs. 5 Cr., the total commission charges will be 0.085% of the total transaction volume. If it is above Rs. 5 crores, the commission charges will be 0.070% of the total transaction volume.

Dynamic Equities PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Dynamic Equities has customised one of the best commission models for all of its customers. In this model, the commission or profit sharing will be done on the basis of the realised profit.

It is simply that the customer needs to share profit once he or she realised the profit on the investment portfolio. Usually, this type of commission structure is offered to clients who are with the company for about 2-3 years and also holding a huge investment portfolio.

If the profit realised on the investment portfolio is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges will be 21.8% of the total profit.

If the total profit value on the total investment is between the range of Rs. 5 lakh to Rs. 10 lakh, the commission charges are 20.8% of the total profit.

If it is actually between the range of Rs. 10 lakh to Rs. 50 lakh, the commission charges are 18.5% of the profit. If the profit realised on investment is above Rs. 50 lakh, the profit sharing will be 15.8% of the total profit.

As the PMS house has availed very flexible and convenient investment structure and commission structure. It has also designed other charges structure for the ease of investors.

The other charges structure includes- depository charges, custodian charges, exit load charges, management fees, upfront charges and brokerage charges.

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Dynamic Equities PMS Charges

The below-given table is giving information about Dynamic Equities Portfolio Management Service Charges-

Dynamic Equities PMS also levy some other charges from all of its investors that are described below-

• The company charge management fees that are on the basis of the opted commission model.
• Dynamic Equities levy upfront fees which are between the range of 0.55% to 0.72% of the total asset value.
• Brokerage charges normally range from 0.005% to 0.018% of the total transaction volume.
• Custodian charges are ranges from 0.18% to 0.31% of the total asset value.
• Depository charges are also charged that is between the range of 0.14% to 0.35% of the total asset value.
• Exit load charges are usually dependent on the time duration of the amount withdrawn and the number of transactions. If the withdrawal of transaction is done within 12 months then the commission amount to be paid will be 0.65% to 1.01% of the total withdrawal value. If it normally takes place post 12 months then no commission charges are levied by the company.

Dynamic Equities PMS Benefits

Find the details about Dynamic Equities PMS advantages in the table given below-

Dynamic Equities is usually good at providing very effective benefits to all its investments. The benefits associated with the company are listed below-

• The top-up facility is provided for ease.
• Provision of back-office support.
• Email update and SMS update facility is also availed.
• Flexible investment slabs and commission models are also offered for huge convenience.
• The company also has massive experience in the field of wealth management.

Dynamic Equities PMS Customer Care

The table given below is showing a detailed view of Dynamic Equities PMS Customer Care.

The broking house is also good at availing flexible support services for all of its investors-

• Call support facility
• Email support facility is available
• Relationship manager support is provided.
• Client’s can easily call their fund manager at least 7 times in a month for any investment-related query.
• The issue resolving TAT of the company is 14 working days.

Dynamic Equities PMS Conclusion

Dynamic Equities is one of the best PMS platforms available in India. The company is normally good at availing functional PMS solutions.

If you are also searching for any PMS house, visit Dynamic Equities and satisfy your needs.

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