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All the screens are based on set quantitative criteria, which are taken / derived either from the rules of the gurus, or research papers or from the research of Dynamic Equities Pvt. Ltd. Please note that the screening criteria used may represent our interpretation of the guru's investment approach based on the available data-set and will not be determined or endorsed by the original strategist / guru.
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3. All trademarks, brands and service marks of the App are the property of Dynamic. All the screens are based on set quantitative criteria, which are taken / derived either from the rules of the gurus, or research papers or from the research of Dynamic Equities Pvt. Ltd. Please note that the screening criteria used may represent our interpretation of the guru's investment approach based on the available data-set and will not be determined or endorsed by the original strategist / guru.
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We do not therefore warrant that our App complies with the applicable laws or regulations of any particular jurisdiction outside India. Accordingly, if it is prohibited to make information provided on this app or any part thereof available in your jurisdiction or to you (by reason of nationality, residence or otherwise) the app or any part thereof is not directed at you.
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We would like to draw your attention to the following
important investment warnings: i) the value of shares and investments and the income derived
from them can go down as well as up; ii) investors may not get back the amount they invested
and iii) past performance is not necessarily a guide to future performance.
Our Guru strategies are based on our interpretation of the published strategies of the gurus we follow. They are not personally endorsed by the guru. The use of the name of a financial analyst, identified as a "guru" represents our interpretation of that person's key investment analysis principles, as derived from published sources. The use of a guru's name does not mean that he personally endorses, or even agrees with any of the representations made with respect to specific securities as derived by us from its interpretation of his or her investment methodology.
The views expressed herein constitute only the opinions and do not constitute any recommendation on any course of action to be followed by the reader. You should take independent financial advice or independently verify any information that you wish to rely upon, whether for the purpose of making an investment decision or otherwise. We do not provide personalized recommendations suited to the financial needs of a specific individual based on his / her risk profile.
The factual / statistical data and other information is obtained by us from independent, third-party sources that it deems to be reliable. However, Dynamic has not independently verified any of such data and there can be no assurance as to the accuracy of such data / information.
Dynamic or any of its directors, employees, affiliates or representatives shall not be liable for any direct, indirect, incidental, consequential, damages, including lost profits, trading loss, arising in any way from the information / data contained in the app.
Without limiting the generality of the exclusion of liability above we will not be liable for any loss of profit, contracts, business, goodwill, data, income, revenue or anticipated savings arising under these Terms, your use of the Subscription Service or in connection with the app.
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arising out of or relating to the use of this app. Use of this App is unauthorized in any
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including without limitation this paragraph.
2019@ Copyright Dynamic Equities Private Limited. All rights reserved.
1. Your access to the App may be terminated in case as below:
2. We may have to terminate your access to the App if:
3. We may terminate this Agreement at any time, with or without notice and may procure disabling our access to the App and/or barring you from any future use of the App.
4. You may terminate this Agreement at any time by terminating your access to the App. However, your certain obligations under this Agreement shall continue to prevail even on such termination.
5. When this Agreement comes to an end, all of the legal rights, obligations and liabilities been subject to (or which have accrued over time whilst the Agreement has been in force) or which are expressed to continue indefinitely, shall be unaffected by this cessation, and shall continue to apply to such rights, obligations and liabilities indefinitely.
Disclosure Document under SEBI(Investment Advisers) Regulation , 2013 by Dynamic Equities Private Limited ( DEPL)
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.
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
Presently we shall provide Advisory services in the following products:
The main products / services being offered:
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:
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.
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:
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:
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.
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.