Value Stocks Portfolios are research-backed advisory strategies that aim to deliver superior
risk-adjusted returns absolutely, relatively and consistently. Value Stocks Portfolio 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.
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
Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy
How to Invest in 3 Easy Steps
Subscribe to plan
Decide the investment amount
Provide approval upon the recommendations
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.
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.
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+
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.
We cover only NSE listed stocks.
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
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.
We earn our income through the fees received as a percentage of the Assets under
Advice (AuA), in line with SEBI rules.
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
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.
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.
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.
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.
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.