About Dynamic Portfolio Management & Services Ltd
Data last updated:
Dynamic Portfolio Management & Services Ltd is a public limited company based in New Delhi, Delhi, India. It operates in the non-banking financial services (NBFC) segment of the financial services sector. It was incorporated on 11 May 1994 and has been in existence for over 32 years.
The company is registered with the Registrar of Companies (ROC), Delhi, under CIN L74140DL1994PLC304881. It is a listed company as per MCA records. Its shares are listed on BSE: 530779.
The company has an authorised share capital of ₹12.11 Cr and a paid-up capital of ₹11.69 Cr. It is led by directors including Kailash Chandra Agarwal (Managing Director) and Rajesh Gupta (Managing Director).
Its last annual general meeting (AGM) was held on 24 September 2025, and its latest financial statements are for the year ended 31 March 2026. The registered office is at 1403 14th Floor Vikram Tower 16 Rajendra Place, New Delhi, Delhi, India – 110008.
As per the latest standalone financials for FY 2025-26, the company reported a revenue of ₹81 Lakh, a growth of 3.8% compared to the previous year. For the same year it recorded a net profit of ₹51 Lakh (net margin 63%) and EBITDA of ₹63 Lakh (EBITDA margin 77.8%).
The company is associated with 2 brands: Dynamic Portfolio Management and Services and Dynamic Portfolio Management & Services. As per MCA filings, the company has open charges of ₹1.1 Cr on record. Court records list 3 cases involving the company, including 3 filed by the company; 2 cases are pending. The company has 5 deals on record (5 market trades); the latest was in January 2026.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website dynamicwealthservices.co.in.
Company details
CIN history
Dynamic Portfolio Management & Services has 3 previous CINs, indicating changes in the company's corporate structure or registration details. The current CIN is L74140DL1994PLC304881, which is the unique identifier assigned by the Registrar of Companies.
| CIN | Status |
|---|---|
| L74140DL1994PLC304881 | Current |
| L74140WB1994PLC063178 | Previous |
| U74140WB1994PLC063178 | Previous |
| U65994WB1994PLC063178 | Previous |
Contact details
Dynamic Portfolio Management & Services Ltd's registered office is in New Delhi, Delhi. Its website is dynamicwealthservices.co.in. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Registered Address1403 14th Floor Vikram Tower 16 Rajendra Place, New Delhi, Delhi, India – 110008
- IndustryFinancial Services, NBFC, Investment & Credit NBFC
To see the full contact details of Dynamic Portfolio Management & Services Ltd, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Dynamic Portfolio Management & Services operates two associated brands: Dynamic Portfolio Management and Services and Dynamic Portfolio Management & Services. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Provides diversified financial services, investment advice, and portfolio management for customers. | dynamicwealthservices.co.in | |
| Portfolio management service provider | dynamicwealthservices.com |
Business activity
The main business activity of Dynamic Portfolio Management & Services is financial and insurance service. In detail, this covers financial and credit leasing activities.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K5 | Financial and Credit leasing activities |
To see the full business activity and turnover split of Dynamic Portfolio Management & Services Ltd, buy the company report.
Financials of Dynamic Portfolio Management & Services Ltd
FY 2025-26 filings availableDynamic Portfolio Management & Services Ltd reported revenue of ₹81 Lakh (up 3.8% YoY) for FY 2025-26.
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 |
To see the full year-wise statements and ratios of Dynamic Portfolio Management & Services Ltd, buy the company report.
Board of directors of Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services has 5 current directors and 29 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Kailash Chandra Agarwal | Managing Director | 26 Dec 2019 | 6 Years 10 Months | Current |
| Sujoy Chakraborty | Director | 24 Jul 2020 | 6 Years 3 Months | Current |
| Suman Mittal Also directs: Sutram Associates LLP, Northstar Mercantiles Private Limited, Encourage Distributors Private Limited and 1 more | Director | 28 May 2025 | 1 Years 5 Months | Current |
| Akshay Mittal Also directs: Kansan Heights Private Limited | Director | 28 May 2025 | 1 Years 5 Months | Current |
| Rajesh Gupta | Managing Director | 26 Dec 2023 | 2 Years 10 Months | Current |
Auditor
Dynamic Portfolio Management & Services Ltd is audited by M A N V & Associates for the financial year 2019.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| M A N V & Associates | FY 2019 | 007351N |
Shareholding
Shareholding for the quarter ended Mar 2026: promoters hold 0.00%, foreign institutional investors hold 0.00%, domestic institutional investors hold 0.00% and retail and other public shareholders hold 100.00%.
| Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | |
|---|---|---|---|---|
| Promoters | 0.00% | 0.00% | 0.00% | 0.00% |
| Public | 100.00% | 100.00% | 100.00% | 100.00% |
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 19 May 2000 | 90245621 | Deutsche Bank | ₹55 Lakh | Open | |
| 03 May 2000 | 90248031 | Deutsche Bank | ₹55 Lakh | Open |
To see the full charge records of Dynamic Portfolio Management & Services Ltd, buy the company report.
Total charge records: 2 View all charges
Deals & funding
Dynamic Portfolio Management & Services Ltd has 5 deals on record (5 market trades); the latest was in January 2026.
Deals on record (5 of 5)
| When | Deal | Amount | Parties |
|---|---|---|---|
| Jan 2026 | Market trade | ₹18.1 Lakh | Seller: an individual |
| Mar 2021 | Market trade | ₹4.1 Lakh | Buyer: an individual Seller: Ritesh Real Estates Private Limited |
| Nov 2020 | Market trade | ₹4.1 Lakh | Buyer: an individual |
| Jul 2016 | Market trade | ₹1.62 Cr | Buyer: Princep Trade and Finance Pvt Ltd Seller: an individual |
| Jul 2016 | Market trade | ₹2.59 Cr | Buyer: Jwel Moulders & Holdings Private Limited , Ritesh Properties Private Limited , Ritesh Real Estates Private Limited Seller: 4 individuals |
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
Dynamic Portfolio Management & Services Ltd has 3 court cases on record: 3 filed by Dynamic Portfolio Management & Services. 2 cases are pending and 1 is disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| District courts | 3 | 0 | 2 |
Cases on record (3 of 3)
| Court | Type of case | Party | Status |
|---|---|---|---|
| District court, Gurugram, Haryana | Cheque dishonour complaint | Filed by the company against Goenka Electric Motor Vehicles Pvt Ltd | Disposed |
| District court, West, Delhi | Cheque dishonour complaint | Filed by the company against an individual | Pending |
| District court, West, Delhi | Cheque dishonour complaint | Filed by the company against an individual | Pending |
To see the full case history of Dynamic Portfolio Management & Services Ltd, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Dynamic Portfolio Management & Services Ltd; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
No GST registration is on our record for Dynamic Portfolio Management & Services Ltd; the GSTIN and return-filing check is in the company report Buy the company report.
Recent activity
Dynamic Portfolio Management & Services Ltd has 39 board changes on record since 1998: 22 appointments and 17 cessations. The latest: Akshay Mittal was appointed as Director on 28 May 2025.
33 earlier events are in the company report.
News
Frequently asked questions
Dynamic Portfolio Management & Services is an active public limited company based in New Delhi, Delhi, India. The company works in nbfc, within the financial services industry. It was incorporated on 11 May 1994 (32+ years old) and is registered under CIN L74140DL1994PLC304881. Listed on BSE: 530779.
Dynamic Portfolio Management & Services reported revenue of ₹81 Lakh for FY 2025-26 (up 3.8% YoY) based on standalone financials.
Dynamic Portfolio Management & Services has 5 current directors:
- Kailash Chandra Agarwal - Managing Director
- Rajesh Gupta - Managing Director
- Sujoy Chakraborty - Director
- Suman Mittal - Director
- Akshay Mittal - Director
The latest financial statements of Dynamic Portfolio Management & Services on record with the MCA are for the year ended 31 March 2026. Its last annual general meeting was held on 24 September 2025. Year-wise statements from 2015 are in the company report.
The CIN (Corporate Identification Number) of Dynamic Portfolio Management & Services is L74140DL1994PLC304881. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Yes. Dynamic Portfolio Management & Services is a listed company as per MCA records. Its shares are listed on BSE (code: 530779).
Dynamic Portfolio Management & Services has 3 court cases on record: 3 filed by the company. 2 are pending.
Dynamic Portfolio Management & Services was incorporated on 11 May 1994, making it 32+ years old. It is registered with the Registrar of Companies, Delhi.
Dynamic Portfolio Management & Services has 5 deals on record (5 market trades); the latest was in January 2026.
Akshay Mittal was appointed as Director on 28 May 2025. Anita Mittal ceased to be Director on 28 May 2025. Suman Mittal was appointed as Director on 28 May 2025. Dynamic Portfolio Management & Services has 39 board changes on record in total.
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