Min. Investment 3 Lakhs
Horizon
Since Inception
Risk Appetite
Min. Investment 3 Lakhs
Horizon
Since Inception
Risk Appetite
Min. Investment 3 Lakhs
Horizon
Since Inception
Risk Appetite
Note: Live performance includes rebalances. It is a factual return information and should not be seen as advertisement or promotion.
Investment Advisory Portfolios are research-backed advisory baskets that aim to deliver superior risk-adjusted returns absolutely, relatively & consistently. IAP 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.
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.
Among various proven philosophies of investing, our chosen style is 'Growth in Value'. Here the word value is derived from the word valuable i.e. factors that make a company more valuable.
Insist on knowing why & how a company makes its revenue both from a broad picture basis understanding the addressable market & dynamics as well as the microscopic financials-valuation level perspective.
Prefer companies where improvement happens linearly in small steps over a relatively longer period of time as these companies' valuation multiple expands alongwith earnings & then does not contract in a hurry.
Portfolio has a pre-determined risk return expectation framework which enables taking active risk keeping in mind economic exposures, liquidity risk and stock- sector — cap- therne weightages.
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:
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 cost.
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.
No
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.
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.
I've been a loyal SMC client for years, and the IAP offered by them has added immense value to my investment strategy. The hands-on support and top-notch customer service set them apart from the competition.
IAP has truly revolutionized my investment journey. The expertly crafted portfolio and continuous monitoring have given me peace of mind. I've witnessed consistent returns and couldn't be happier with the service.
I was initially skeptical about robo-advisors, but IAP exceeded my expectations. The personalized investment strategy aligned perfectly with my financial goals. It's hassle-free, transparent, and has saved me time and effort.
