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VALUE STOCKS GROWTH LENA HAI, SASTA LENA HAI

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 * Call Us: 8336087004


SEARCH YOUR STOCK TO KNOW ITS FUNDAMENTALS




INVEST IN INTELLIGENT VALUE STOCKS PORTFOLIOS

 * With 36 Brokers
 * Take a Tour
   


SMALL CAP HIGH GROWTH LOW VALUATION STRATEGY

High Volatility

2Y 1Y 6M 1M

PORTFOLIO

-- -- -- --

BENCHMARK

-- -- -- --


SMALL CAP HIGH GROWTH LOW VALUATION STRATEGY

High Volatility
Invest Now Factsheet
Click here to view returns

5 LakhsMin. Investment

2.5%Annualised Fee


BLUE CHIP HIGH GROWTH LOW VALUATION STRATEGY

Med. Volatility

2Y 1Y 6M 1M

PORTFOLIO

-- -- -- --

BENCHMARK

-- -- -- --


BLUE CHIP HIGH GROWTH LOW VALUATION STRATEGY

Med. Volatility
Invest Now Factsheet
Click here to view returns

5 LakhsMin. Investment

2.5%Annualised Fee


EMERGING STOCKS HIGH GROWTH LOW VALUATION STRATEGY

High Volatility

2Y 1Y 6M 1M

PORTFOLIO

-- -- -- --

BENCHMARK

-- -- -- --


EMERGING STOCKS HIGH GROWTH LOW VALUATION STRATEGY

High Volatility
Invest Now Factsheet
Click here to view returns

5 LakhsMin. Investment

2.5%Annualised Fee


PSU STOCKS HIGH GROWTH LOW VALUATION STRATEGY

High Volatility

2Y 1Y 6M 1M

PORTFOLIO

-- -- -- --

BENCHMARK

-- -- -- --


PSU STOCKS HIGH GROWTH LOW VALUATION STRATEGY

High Volatility
Invest Now Factsheet
Click here to view returns

5 LakhsMin. Investment

2.5%Annualised Fee

AVAILABLE WITH ALL MAJOR BROKERS:

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VIA SMALLCASE

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Alice Blue

Fisdom

OUR DIRECT TIE-UPS

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GRD

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Trade Smart

OUR BROKER PARTNERS - SMALLCASE

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OUR DIRECT TIE-UPS


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Discover a seamless onboarding experience with our quick, easy, and entirely
digital process. To expedite your journey, ensure you have the following
essentials at hand:

 1. Trading Account Credentials
 2. PAN Card Details
 3. Aadhaar Number
 4. Bank Account Number & Internet Banking Credentials

With these ready, our platform ensures a hassle-free enrollment, allowing you to
swiftly access our services. Say hello to a smooth onboarding process and
embrace the ease of starting your journey with us.

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 * Past returns are not a guarantee for future returns.
 * This should not be seen as advertisement or promotion.
 * Stock investments are subject to market risks.

The returns performance are calculated by smallcase.com based on the portfolio
executed through their platform. It is a tool to communicate factual return
information.

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Disclaimer


EXPLORE
STOCK RESEARCH

Fundamentals
of 1800+
NSE Stocks

Technical
of 1800+
NSE Stocks

Historical Price
Momentum of 1800+
NSE Stocks

Valuation
of 1800+
NSE Stocks

Sector
Leaders

Stocks
Screener

Nifty & Bank
Nifty Trend
(FII Data)

Know Fundamentals
& Technical of all NSE
F&O Stocks

Watch
List


WHAT ARE VALUE STOCKS PORTFOLIOS?

Value Stocks Portfolios are research-backed advisory strategies that aim to
deliver superior risk-adjusted returns absolutely, relatively and consistently.
Value Stocks Portfolios investing provides investors an unique opportunity for
active professional investment advisory required for long-term wealth-creation
while allowing the flexibility to decide to take action on the advisory or not
as well as direct ownership of stocks.


KEY FEATURES OF VALUE STOCKS PORTFOLIOS

 * Fundamental & Technical Analysis based stock picks
 * Research-backed portfolios for long-term wealth growth.
 * Higher returns with effective risk management and diversified portfolio.
 * Positive and consistent performance compared to market benchmarks.
 * Easy to Invest Process.
 * Expert guidance from professional financial advisors or managers.
 * Bottom Up Approach covering Information mining.
 * Ownership in individual stocks to align interests with the underlying
   companies.
 * 24*7 tracking of investments with active & strict monitoring for changes in
   earnings & quality outlook.


WHY VALUE STOCKS PORTFOLIOS?

 * Designed to retain the flexibility of direct ownership for Wealth Creation
 * Provides the discipline, professional competency, and long term approach
   similar to that of a Mutual Fund/PMS.
 * Empowers the individual investor with the power of Award-Winning,
   Multi-Asset, Multi-Strategy Research.


HOW TO INVEST IN 3 EASY STEPS


STEP 1

SUBSCRIBE TO PLAN


STEP 2

DECIDE THE INVESTMENT AMOUNT


STEP 3

PROVIDE APPROVAL UPON THE RECOMMENDATIONS


FAQ'S


WHAT IS VALUE STOCKS?

Value Stocks is an investment advisory app and website based on complete &
authentic research with the only aim to help you invest in Right Stocks. Using
our recommended stock portfolio strategies, you would be able to overcome greed
and fear and also easily generate alpha across all market conditions. Investment
in securities market are subject to market risks. Read all the related documents
carefully before investing.


WHAT IS THE TEAM BEHIND VALUE STOCKS?

Value Stocks is a product of Dynamic Equities Pvt Ltd, a 20 - year old company
and SEBI registered investment advisor. The talented and dedicated team behind
Value Stocks is headed by Mr. Shailesh Saraf - MD of Dynamic Equities. The team
comprises of research analysts, developers and designers who passionately strive
to give the best research and user experience.


WHAT SERVICES DO YOU OFFER?

The App provides Equity research as well as recommended stock portfolios. The
Key Benefits of the app are as follows:

 * Stock Research: Get recommendation, fundamentals, valuation, price
   performance & technical chart for every NSE stock.
 * Stock Screener: Filter and Find right stocks for investment by applying your
   own research across 200+ parameters.
 * Subscribe to our recommended stock portfolio Strategies: Get a list of Real
   Quality stocks, with an extensive research, backtesting and forward testing.
 * Nifty Trend (FII Data): Catch market trend early by checking FII short/long
   positions.
 * Sector Leaders: Check performance of every sector along with the top
   performing stocks.


WHICH FINANCIAL PRODUCTS WILL YOU COVER?

We cover only NSE listed stocks.


HOW WILL YOU CHARGE ME FOR THIS SERVICE? WHAT IS THE COST?

Investors buying our stock baskets are usually charged a fixed fee as a
percentage of Assets under Advice, in line with SEBI rules. The app and website
is free of cost.


WHAT IS YOUR REFUND POLICY?

We do not have any refund policy. The customer can any time sell the stocks and
cancel e-mandates at anytime. There is no exit load or even entry load.


HOW DO YOU EARN REVENUES?

We earn our income through the fees received as a percentage of the Assets under
Advice (AuA), in line with SEBI rules.


DO YOU RECEIVE COMMISSIONS FOR THE PRODUCTS YOU RECOMMEND?

No.


HOW DO I KNOW THAT YOU ARE INDEPENDENT AND UNBIASED?

As we are not earning any revenues by way of brokerages, advertisements,
incentives or freebies out of any stock portfolios advised, it removes chances
of conflicts of interest and biases. This ensures that we put the interests of
our customers above all else.


WHY SHOULD I PAY FOR THIS SERVICE IF I CAN GET INFORMATION FOR FREE FROM MEDIA?

We have studied more than 20 successful international market gurus, done years
of research on markets and investor behavior and thus curated powerful stock
investment portfolios for your wealth creation journey. We are SEBI registered
and its always prudent to avoid relying on freely available information, tips or
rumors.


DO YOU OFFER A TRANSACTION PLATFORM?

We do not offer any transaction platform. All trades are done through your own
preferred stock broker, all stocks are held in your own Demat account.


WILL I HAVE A RELATIONSHIP MANAGER AND/OR ONE-ON-ONE DISCUSSIONS WITH YOU ABOUT
MY INVESTMENTS?

Once you become our customer, we will invite you to attend an in-depth and
exciting 4-day monthly webinar. You can also contact us at any time if you have
any query.


WILL YOU PROVIDE FINANCIAL PLANNING AND REVIEW MY PORTFOLIO?

As we cover only stock market investments, we do assist and advise customers on
their portfolio review, on a case to case basis, upon mutually agreed terms and
conditions, all under purview of governing SEBI rules.

RISK DISCLOSURES ON DERIVATIVES

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 * 9 out of 10 individual traders in equity Futures and Options Segment,
   incurred net losses.
 * On an average, loss makers registered net trading loss close to Rs 50,000.
 * Over and above the net trading losses incurred, loss makers expended an
   additional 28% of net trading losses as transaction costs.
 * Those making net trading profits, incurred between 15% to 50% of such profits
   as transaction cost.

Source:1.SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of
Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein
Aggregate Level findings are based on annual Profit/Loss incurred by individual
traders in equity F&O during FY 2021-22.

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CONNECT WITH US

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DOWNLOAD OUR APP

 * Investors Awareness
 * Filling complaints on SCORES-Easy & quick
 * Revised guidelines on Margin Collection
 * PMS Disclosure Document
 * Investor Charter Depository Participants
 * Investor Charter Portfolio Manager
 * Investor Charter IA
 * Investor Charter Stock Broker
 * Valid Income Range Updation
 * Escalation Matrix
 * Evoting NSDL
 * Evoting CDSL
 * Update 6 KYC with your DP
 * Grievance Policy
 * Nominate your loved one
 * Account Openning Process
 * KMP Details
 * CVL
 * NDML
 * SMART ODR

REGISTERED ADDRESS

Dynamic Equities Pvt. Ltd

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

Our Bank Details

BRANCH OFFICE

Dynamic Equities Pvt. Ltd

306, Western Edge 1, W.E.Highway, Above Metro Mall, Magathane, Borivali(E),
Mumbai- 400066

Contact Person: Mr. Ashis Deokaran Kheria

Contact No: 9324217053

CONTACT DETAILS FOR IA

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. Prateek Tandon

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

SEBI REGISTERED NUMBER

 * 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
 * BASL Member Id - BASL1505

CONTACT DETAILS FOR SB/DP

Principal Officer Mr. Shailesh Saraf

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

Compliance Officer Mrs. Soma Bag

Contact No : 9331887317
Email Id : soma@valuestocks.in

ATTENTION INVESTORS

No need to issue cheques by Investors while subscribing to IPO. Just write the
Bank Account Number and sign in the Application Form to authorise your Bank to
make payment in case of allotment. No worries for refund as the money remains in
Investor's Account.

KYC is one time exercise while dealing in Securities Markets-once KYC is done
through a SEBI registered Intermediary (Broker, DP, Mutual Fund etc.) you need
not undergo the same process again when you approach another Intermediary.

Prevent Unauthorised transactions in your account. Update your mobile numbers /
email IDs / income range with your stock brokers. Receive information of your
transactions directly from Exchange on your mobile/email at the end of the day
'Issued in the interest of investors'.

STANDARD WARNING

Investment in securities market are subject to market risks. Read all the
related documents carefully before investing.

DISCLOSURE

We, Dynamic Equities Private Limited are also engaged in Proprietory Trading
apart from Client Business. In case of any query or complaints/grievances,
clients may write to us at compliance@valuestocks.in or may refer Escalation
Matrix or Grievance Policy

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.

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2019 © COPYRIGHT DYNAMIC EQUITIES PVT. LTD.

VALUE STOCKS

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Filing complaints on SEBI Complaint Redress System (SCORES) – Easy & quick

 * Register on SCORES portal
 * Mandatory details for filing complaints on SCORES:
 * Name, PAN, Address, Mobile Number, E-mail ID
 * Benefits:
 * Effective communication
 * Speedy redressal of the grievances

You can file complaints on SCORES through
https://scores.gov.in/scores/Welcome.html



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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

Revised guidelines on Margin Collection

"Attention Investors:

 1. Stock Brokers can accept securities as margin from clients only by way of
    pledge in the depository system w.e.f. September 1, 2020.
 2. Update your mobile number & email Id with your stock broker/depository
    participant and receive OTP directly from depository on your email id and/or
    mobile number to create pledge.
 3. Pay 20% upfront margin of the transaction value to trade in cash market
    segment.
 4. Investors may please refer to the Exchange's Frequently Asked Questions
    (FAQs) issued vide BSE notice no. 20200731-7 dated July 31, 2020 and
    20200831-45 dated August 31, 2020 and NSE circular no. NSE/INSP/45191 dated
    July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 other guidelines
    issued from time to time in this regard.
 5. Check your Securities /MF/ Bonds in the consolidated account statement
    issued by NSDL/CDSL every month.

...Issued in the interest of investors”.



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