About Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services is a publicly listed company based in Delhi (India) founded in 2021. It provides diversified financial services, investment advice, and portfolio management for customers. It operates on a B2B model. Its Indian entity Dynamic Portfolio Management & Services Ltd reported revenue of ₹81 Lakh. Dynamic Portfolio Management and Services offers products and services including Investment Services and Project Reports. Its focus areas include FinTech, Investment Tech and Portfolio Management. Its competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services; 2 of its 3 listed competitors have raised funding.
Company details
Dynamic Portfolio Management and Services Limited is a non-banking financial company listed on the Bombay Stock Exchange, incorporated in 1994. It delivers comprehensive financial services, including investment advice, market analysis, and project reports. The company focuses on traditional and emerging markets with a strong management team. Based in New Delhi, India, it serves customers through professional standards and regulatory compliance, emphasizing customer satisfaction and continual improvement.
- Headquarters Delhi, India
- Stage Public
- SectorsFinancial Services
- Email••••••••
- Website dynamicwealthservices.co.in
- Legal Name Dynamic Portfolio Management & Services Ltd
- Date of Incorporation 11 May, 1994
- Jurisdiction New Delhi, Delhi, India
- Market Cap₹18.53 Cr
DYNAMICP · BSE
- Share Price₹15.85
0.00% today
- Revenue₹0.81 Cr
FY 2025-26 · +3.9% YoY
- EBITDA₹0.63 Cr
Margin 77.8%
- Net Profit₹0.51 Cr
FY 2025-26 · +325.0% YoY
- P/E (TTM)33.6x
P/B 1.5x
Associated legal entities of Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services operates through Dynamic Portfolio Management & Services Ltd, a listed company (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Dynamic Portfolio Management & Services Ltd Listed CIN L74140DL1994PLC304881 | Active | 11 May 1994 | New Delhi, Delhi | ₹0.8 Cr | 7 | View details |
Products & Services of Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services offers a comprehensive portfolio of products and services, including Investment Services and Project Reports.
Offers advice on investments and market strategies for clients
Prepares reports on market behaviors and business strategies
Board of directors of Dynamic Portfolio Management & Services Ltd (Dynamic Portfolio Management and Services)
Dynamic Portfolio Management & Services Ltd is the primary company behind Dynamic Portfolio Management and Services. The board of Dynamic Portfolio Management & Services Ltd currently have 5 directors; the longest-serving is Kailash Chandra Agarwal, appointed in 2019. 30 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Kailash Chandra Agarwal DIN 08650459 | Managing Director | 26 Dec 2019 | 6 yrs 10 mo | Dynamic Portfolio Management & Services Ltd |
| Sujoy Chakraborty DIN 05216758 | Director | 24 Jul 2020 | 6 yrs 3 mo | Dynamic Portfolio Management & Services Ltd |
| Rajesh Gupta DIN 00025324 | Managing Director | 26 Dec 2023 | 2 yrs 10 mo | Dynamic Portfolio Management & Services Ltd |
| Suman Mittal DIN 05125177 | Director | 28 May 2025 | 1 yr 5 mo | Dynamic Portfolio Management & Services Ltd |
| Akshay Mittal DIN 07740755 | Director | 28 May 2025 | 1 yr 5 mo | Dynamic Portfolio Management & Services Ltd |
IPO & Listings of Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services is a publicly listed company on the BSE with ticker symbol DYNAMICP in India, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- Listed onBSE: DYNAMICP
- Listed entityDynamic Portfolio Management & Services Ltd
- Exchange sectorFinance
Financials of Dynamic Portfolio Management and Services
Exchange-reported figures of Dynamic Portfolio Management & Services Ltd, the listed company behind Dynamic Portfolio Management and Services (BSE: DYNAMICP).
Financial Highlights
FY 2025-26 · StandaloneRevenue vs Net Profit ₹ Cr
Margin trends
Financial summary ₹ Cr
| Metrics | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Income statement | |||||||
| Revenue | 0.81 | 0.78 | 1.06 | 1.12 | 0.92 | 0.91 | 1.19 |
| Revenue growth | +3.9% | -26.4% | -5.4% | +21.7% | +1.1% | -23.5% | - |
| EBITDA | 0.63 | 0.21 | 0.19 | (0.43) | 0.19 | 0.43 | 0.41 |
| EBITDA margin | +77.8% | +26.9% | +17.9% | -38.4% | +20.7% | +47.3% | +34.5% |
| Profit before tax | 0.57 | 0.16 | 0.00 | (0.62) | 0.13 | 0.22 | 0.18 |
| Net profit | 0.51 | 0.12 | (0.01) | (0.67) | 0.13 | 0.16 | 0.14 |
| Net profit margin | +63.0% | +15.4% | -0.9% | -59.8% | +14.1% | +17.6% | +11.8% |
| EPS (₹) | 0.43 | 0.11 | 0.01 | (0.59) | 0.11 | 0.14 | 0.11 |
| Balance sheet | |||||||
| Total assets | - | 12.56 | 12.08 | 19.26 | 14.19 | 14.78 | 16.27 |
| Net worth | - | 11.95 | 11.83 | 11.82 | 12.50 | 12.43 | 12.27 |
| Total debt | - | 0.60 | 0.25 | 7.44 | 1.69 | 2.34 | 3.99 |
| Cash & bank | - | 0.04 | 0.06 | 1.04 | 0.03 | 0.16 | 0.43 |
| Net working capital | - | (0.14) | (0.61) | 0.93 | 0.78 | 1.13 | 1.39 |
| Cash flow | |||||||
| Cash from operations | - | (0.36) | 0.50 | 0.17 | 0.28 | 0.17 | (0.34) |
| Cash from investing | - | (0.01) | 5.71 | (4.91) | 0.24 | 1.22 | 0.00 |
| Cash from financing | - | 0.35 | (7.19) | 5.75 | (0.65) | (1.65) | 0.00 |
| Particulars | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0.38 | 0.23 | 0.12 | 0.22 | 0.24 | 0.23 | 0.00 | 0.00 |
| Revenue growth (YoY) | +58.3% | 0.0% | - | - | +33.3% | - | - | - |
| Other income | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total expenses | 0.14 | (0.15) | 0.10 | 0.15 | 0.09 | 0.13 | 0.16 | 0.16 |
| EBITDA | 0.24 | 0.38 | 0.02 | 0.07 | 0.15 | 0.10 | (0.16) | (0.16) |
| EBITDA margin | +63.2% | +165.2% | +16.7% | +31.8% | +62.5% | +43.5% | - | - |
| Depreciation | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Interest | 0.01 | 0.00 | 0.01 | 0.05 | 0.00 | 0.05 | 0.00 | 0.00 |
| Profit before tax | 0.23 | 0.38 | 0.01 | 0.02 | 0.15 | 0.05 | (0.16) | (0.16) |
| Tax | 0.06 | 0.01 | 0.00 | 0.01 | 0.04 | 0.04 | 0.00 | 0.00 |
Financial Statements
| Particulars | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0.38 | 0.23 | 0.12 | 0.22 | 0.24 | 0.23 | 0.00 | 0.00 |
| Revenue growth (YoY) | +58.3% | 0.0% | - | - | +33.3% | - | - | - |
| Other income | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total expenses | 0.14 | (0.15) | 0.10 | 0.15 | 0.09 | 0.13 | 0.16 | 0.16 |
| EBITDA | 0.24 | 0.38 | 0.02 | 0.07 | 0.15 | 0.10 | (0.16) | (0.16) |
| EBITDA margin | +63.2% | +165.2% | +16.7% | +31.8% | +62.5% | +43.5% | - | - |
| Depreciation | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Interest | 0.01 | 0.00 | 0.01 | 0.05 | 0.00 | 0.05 | 0.00 | 0.00 |
| Profit before tax | 0.23 | 0.38 | 0.01 | 0.02 | 0.15 | 0.05 | (0.16) | (0.16) |
| Tax | 0.06 | 0.01 | 0.00 | 0.01 | 0.04 | 0.04 | 0.00 | 0.00 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Revenue | 0.81 | 0.78 | 1.06 | 1.12 | 0.92 | 0.91 | 1.19 |
| Revenue growth | +3.9% | -26.4% | -5.4% | +21.7% | +1.1% | -23.5% | - |
| Other income | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 |
| Total expenses | 0.18 | 0.57 | 0.87 | 1.55 | 0.73 | 0.48 | 0.78 |
| Employee cost | 0.00 | 0.18 | 0.23 | 0.25 | 0.18 | 0.22 | 0.25 |
| EBITDA | 0.63 | 0.21 | 0.19 | (0.43) | 0.19 | 0.43 | 0.41 |
| EBITDA margin | +77.8% | +26.9% | +17.9% | -38.4% | +20.7% | +47.3% | +34.5% |
| Depreciation | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Interest | 0.06 | 0.05 | 0.19 | 0.20 | 0.06 | 0.21 | 0.23 |
| Profit before tax | 0.57 | 0.16 | 0.00 | (0.62) | 0.13 | 0.22 | 0.18 |
| Tax | 0.06 | 0.04 | 0.01 | 0.05 | 0.00 | 0.06 | 0.04 |
| Net profit | 0.51 | 0.12 | (0.01) | (0.67) | 0.13 | 0.16 | 0.14 |
| Net profit margin | +63.0% | +15.4% | -0.9% | -59.8% | +14.1% | +17.6% | +11.8% |
| EPS (₹) | 0.43 | 0.11 | 0.01 | (0.59) | 0.11 | 0.14 | 0.11 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Equity & liabilities | |||||||
| Share capital | - | 11.61 | 11.61 | 11.61 | 11.61 | 11.61 | 11.61 |
| Reserves & surplus | - | 0.34 | 0.22 | 0.21 | 0.89 | 0.82 | 0.66 |
| Shareholders' funds (net worth) | - | 11.95 | 11.83 | 11.82 | 12.50 | 12.43 | 12.27 |
| Secured loans | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Unsecured loans | - | 0.60 | 0.25 | 7.44 | 1.69 | 2.34 | 3.99 |
| Total debt | - | 0.60 | 0.25 | 7.44 | 1.69 | 2.34 | 3.99 |
| Total liabilities | - | 12.56 | 12.08 | 19.26 | 14.19 | 14.78 | 16.27 |
| Assets | |||||||
| Gross block | - | 0.03 | 0.03 | 0.03 | 0.01 | 0.03 | 0.02 |
| Net block | - | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.00 |
| Capital work in progress | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Inventories | - | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 |
| Sundry debtors | - | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash & bank balances | - | 0.04 | 0.06 | 1.04 | 0.03 | 0.16 | 0.43 |
| Loans & advances | - | 0.23 | 0.23 | 0.22 | 0.14 | 0.20 | 0.24 |
| Total current assets | - | 1.17 | 1.13 | 2.10 | 1.01 | 1.20 | 1.51 |
| Total current liabilities | - | 1.31 | 1.74 | 1.17 | 0.23 | 0.07 | 0.12 |
| Net working capital | - | (0.14) | (0.61) | 0.93 | 0.78 | 1.13 | 1.39 |
| Total assets | - | 12.56 | 12.08 | 19.26 | 14.19 | 14.78 | 16.27 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Opening cash | - | 0.06 | 1.04 | 0.03 | 0.16 | 0.43 | 0.76 |
| Net cash from operating activities | - | (0.36) | 0.50 | 0.17 | 0.28 | 0.17 | (0.34) |
| Net cash from investing activities | - | (0.01) | 5.71 | (4.91) | 0.24 | 1.22 | 0.00 |
| Net cash from financing activities | - | 0.35 | (7.19) | 5.75 | (0.65) | (1.65) | 0.00 |
| Net change in cash | - | (0.02) | (0.97) | 1.01 | (0.13) | (0.27) | (0.34) |
| Closing cash | - | 0.04 | 0.06 | 1.04 | 0.03 | 0.16 | 0.43 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Growth | |||||||
| Sales growth | +3.9% | -26.4% | -5.4% | +21.7% | +1.1% | -23.5% | - |
| EBITDA growth | +200.0% | +10.5% | +144.2% | -326.3% | -55.8% | +4.9% | - |
| PBT growth | +256.3% | +9997.0% | +9997.0% | - | -40.9% | +22.2% | 0.0% |
| Net income growth | +325.0% | +1300.0% | +98.5% | -615.4% | -18.8% | +14.3% | - |
| Revenue CAGR (3Y) | -10.2% | -5.4% | +5.2% | -2.0% | +5.7% | +8.1% | -16.7% |
| EBITDA CAGR (3Y) | - | +3.4% | -23.8% | - | -1.7% | +42.1% | +27.0% |
| Profitability & leverage | |||||||
| Net income margin | +63.0% | +15.4% | -0.9% | -59.8% | +14.1% | +17.6% | +11.8% |
| Return on capital employed | - | +1.7% | +1.3% | 0.0% | +1.3% | +2.8% | +2.7% |
| Return on net worth | - | +1.0% | +0.1% | 0.0% | +1.0% | +1.3% | +1.0% |
| Debt / equity | - | 0.04 | 0.33 | 0.38 | 0.16 | 0.26 | 0.20 |
| Long-term debt / equity | - | 0.00 | 0.00 | 0.07 | 0.16 | 0.26 | 0.20 |
| Interest cover | 9.52 | 23.81 | 100.00 | -46.51 | 31.58 | 48.84 | 56.10 |
| Efficiency & per share | |||||||
| Fixed asset turnover | - | 26.00 | 35.33 | 56.50 | 46.00 | 36.40 | 59.50 |
| Inventory turnover | - | 0.93 | 1.26 | 1.35 | 1.10 | 1.08 | 1.41 |
| Debtors turnover | - | 26.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| EPS (₹) | 0.43 | 0.11 | 0.01 | (0.59) | 0.11 | 0.14 | 0.11 |
| Dividend per share (₹) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Book value per share (₹) | 0.00 | 10.30 | 10.19 | 10.18 | 10.77 | 10.71 | 10.57 |
Competitors of Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services has 3 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | 18,360 | Financial services including loans, insurance, and asset management are provided. | ||
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform |
Detailed competitors of Dynamic Portfolio Management and Services
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Top companies in Asset Management
3 companies that operate in the same segment as Dynamic Portfolio Management and Services (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Dynamic Portfolio Management and Services
Dynamic Portfolio Management and Services was founded in 2021.
Dynamic Portfolio Management and Services is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind Dynamic Portfolio Management and Services, Dynamic Portfolio Management & Services Ltd, reported revenue of ₹81 Lakh for FY 2026, up 4% year on year.
Dynamic Portfolio Management and Services Limited is a non-banking financial company listed on the Bombay Stock Exchange, incorporated in 1994. It delivers comprehensive financial services, including investment advice, market analysis, and project reports. The company focuses on traditional and emerging markets with a strong management team. Based in New Delhi, India, it serves customers through professional standards and regulatory compliance, emphasizing customer satisfaction and continual improvement.
Dynamic Portfolio Management and Services's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
Dynamic Portfolio Management and Services offers Investment Services and Project Reports.
Yes, Dynamic Portfolio Management and Services is publicly traded on BSE under the ticker symbol DYNAMICP.
Dynamic Portfolio Management and Services operates through Dynamic Portfolio Management & Services Ltd.
The legal entities of Dynamic Portfolio Management and Services currently have 7 directors, including Kailash Chandra Agarwal, Sujoy Chakraborty, Suman Mittal and others.