PortfolYOU

Fast Review. Smart Advice. Swift Execution. Zero Cost.

  • It scans your holdings.
  • Scores your portfolio’s health.
  • Provides a clear BUY | SELL | HOLD report for all the stocks in your demat.
  • We are a SEBI-registered Investment Advisor, leveraging our PMS experience in managing HNI funds for many years.
  • Our strategies have been tested across multiple market cycles and have consistently created wealth.
  • PortfolYOU uses the same data models and screening frameworks that power our multi-crore PMS portfolios - giving every investor access to high-grade advice.
  • Your portfolio will be reviewed by an NISM-certified Investment Advisor.
  • This service is available for residential individuals only.

PortfolYOU

🚀 Fast Review. 💡 Smart Advice. ⚡ Swift Execution. 💰 Zero Cost.

What You Get:
  • 📊 Complete Portfolio Scan - We analysis of all your holdings
  • 🎯 Health Score - Get your portfolio rated on key performance metrics
  • 📋 Clear Action Plan - Detailed BUY | SELL | HOLD report for every stock
Why Trust Us:
  • 🏛️ SEBI-Registered - Licensed Investment Advisor with proven track record
  • 💼 HNI-Grade Expertise - Same strategies that manage multi-crore PMS portfolios
  • 📈 Battle-Tested - Proven across multiple market cycles for consistent wealth creation
  • 🎓 NISM-Certified - Your portfolio reviewed by qualified Investment Advisors

Available for: Residential Indian individuals only

SEBI RIA Registration: INA300002022
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Investment Advisor
DYNAMIC EQUITIES PVT. LTD. (SEBI Regn No: INA300002022)

Registered Address

Technopolis, 14th Floor, Plot No. BP-4, Sector V, Salt Lake, Kolkata- 700091
Contact No: 033 40099400

Corresponding SEBI Regional/Local office address

The Regional Director
L&T Chambers, 3rd Floor, 16 Camac Street Kolkata 700017, West Bengal

CONTACT DETAILS

Principal Officer Mr. Shailesh Saraf

Contact No: 033 40099400
Email Id: shailesh@valuestocks.in

Compliance Officer Mr. Jibachh Prasad

Contact No: 9874421921
Email Id : prasad@valuestocks.in

Grievance Officer Mr. Mukul Jaiswal

Contact No : 8336087004
Email Id : mukul@valuestocks.in

DISCLAIMER

Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The securities quoted are for illustration only and are not recommendatory. 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.