Do you get access to my login or brokerage account?

No. We never ask for your broker login or trading access. For scanning holdings, you will verify your identity with a one-time OTP through an RBI-regulated Account Aggregator. This grants read-only access to your Demat holdings - no trading or withdrawal permissions.

Can you place trades on my behalf?

No, we do not place trades for you. However, once you receive the BUY | SELL | HOLD recommendations, you can execute your trades directly from your own brokerage account, including selling any stocks you choose to exit. You stay fully in control.

Is this a one-time report or ongoing advisory?

You can request one-time reviews or subscribe for ongoing advisory with periodic rebalancing suggestions.

Do you support all brokers?

We can scan Demat holdings from all brokers supported through the RBI-regulated Account Aggregator framework. However, our guided one-click execution flow is currently available with 36 brokers (18 direct tie-ups + 18 via Smallcase). If your broker is not yet in the execution list, you can still place the recommended BUY | SELL | HOLD actions manually in your own trading app.

Instantly Evaluate Your Portfolio in 5 Minutes

Analyse and improve your entire stocks & mutual funds portfolio with institutional-grade clarity, completely free.

Your data is 100% protected • Read-only access • Takes 5 minutes

SEBI Registered Investment Advisor No: INA300002022

Trusted Since 1999

27+ Years of Market Experience

Built on Trust & Regulatory Discipline

PortfolYou is powered by Dynamic Equities Pvt. Ltd., a financial services firm established in 1999 with a strong focus on disciplined investing, investor-first philosophy and long-term wealth creation.

Established

Since 1999

Assets Managed

₹250+ Cr.

SEBI Registered

RIA · RA · PMS

Exchange Associated

NSE · BSE · MCX

SEBI Registered Entity

Advisory Portfolio Access

Invest seamlessly using your existing trading account without opening a new brokerage account.

Integrated with

Our Founder and Fund Managers

Mr. Shailesh Saraf Managing Director, Fund Manager Read more

Mr. Shridhar Bhuwalka Joint Managing Director, Fund Manager Read more

Stock Portfolio Review

Unsure if the stocks in your portfolio are the right ones for long-term wealth creation.

Common Portfolio Problems

Many investors unknowingly hold stocks that slow portfolio performance or increase hidden risks. A structured review helps identify weak holdings, allocation drift and overall portfolio efficiency.

Stop holding stocks draining your returns
Identify underperforming holdings
Ensure your portfolio remains balanced

Why Take a Portfolio Review

A professional portfolio review provides clarity on portfolio health, identifies performance drag and helps restore disciplined allocation for long-term wealth creation.

Performance & Drag Analysis

Identify holdings contributing to returns and stocks slowing portfolio growth.

Risk Structure Analysis

Assess volatility profile and drawdown exposure.

Portfolio Allocation Review

Evaluate sector exposure & allocation drift.

Secure read-only access via CDSL / NSDL. Your holdings cannot be modified.

Mutual Fund Portfolio Review

Evaluate whether your mutual fund portfolio is efficiently structured for long-term growth and diversification.

Performance Evaluation

Assess benchmark comparison and return consistency across market cycles.

Asset Allocation Alignment

Review equity, debt and hybrid exposure for long-term balance.

Portfolio Inefficiency Detection

Identify duplicate strategies and underperforming funds.

Portfolio Structure Checks

Diversification Risk Check

Detect excessive sector or AMC concentration.

Fund Quality Review

Analyze fund manager stability and risk-adjusted returns.

Portfolio Simplification

Reduce unnecessary complexity caused by holding too many funds.

Instant portfolio insights. No trading access required.

Portfolio Management Service (PMS)

Professionally managed equity portfolios designed for serious long-term investors.

Managed by Mr. Shailesh Saraf

Managing Director & Fund Manager

High conviction equity portfolio
Institutional investment framework
Strategic sector allocation
Focus on fundamentally strong businesses

Minimum Investment: ₹50 Lakhs (As per SEBI PMS Regulations)

High Conviction Investing

Portfolio built around select high-quality businesses with strong earnings growth potential.

Disciplined Investment Process

Structured research framework combining sector analysis and long-term capital allocation.

Invest in our Stock Portfolio

Follow a research-driven portfolio built on a disciplined investment framework and a proven track record.

The portfolio focuses on 25 carefully selected businesses with strong future growth potential, identified through structured research and sector analysis.

5+ Years

Track Record

25 Stocks

of Portfolio

39 Brokers

Supported by

5+ Years Proven Track Record

A disciplined strategy tested across multiple market cycles.

Portfolio of 25 High-Potential Businesses

Focused portfolio of companies positioned for long-term growth.

Research Driven Stock Selection

Businesses selected through structured fundamental research.

Invest Using Your Existing Broker

Use your trading account with 38 supported brokers.

Quarterly Portfolio Rebalancing

Portfolio reviewed periodically to maintain allocation discipline.

Start Investing

Focused Portfolio Strategy

A concentrated portfolio of 25 businesses selected for their long-term growth potential.

Disciplined Investment Approach

Stock selection based on structured research and sector analysis.

Flexible Broker Access

Invest through your existing trading account with 38 supported brokers.

Bi-Weekly Market Intelligence Webinar

Know which sectors FII & DII have been buying in the last 15 days.

Institutional sector flow insights

Identify sectors attracting smart money

Understand emerging market positioning

Portfolio allocation insights

Hosted by Mr. Shailesh Saraf – MD & Fund Manager

Conducted every 15 days