About Dynamic Portfolio Management & Services Ltd
Data last updated: 14 July 2026
Dynamic Portfolio Management & Services Ltd is a public limited company based in New Delhi, Delhi, India. It specialises in non-banking financial services (NBFC), a part of the broader financial services sector. Incorporated on 11 May 1994, the company has been in operation for over 32 years.
Registered with ROC Delhi under CIN L74140WB1994PLC063178. Listed.
Capital: 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 and Sujoy Chakraborty.
Last AGM: 24 September 2025. Financial statements filed for year ended 31 March 2025. Office: 1403 14Th Floor Vikram Tower 16 Rajendra Place, New Delhi, Delhi, India – 110008.
As per BSE-filed standalone financials for FY 2024, the company reported a revenue of ₹1.06 Cr, a decline of 5.52% compared to the previous year. The net worth stands at ₹11.83 Cr (up 0.09% YoY). Total assets are valued at ₹13.82 Cr (down 32.36% YoY).
The company is associated with 2 brands - Dynamic Portfolio Management And Services, Dynamic Portfolio Management & Services. As per MCA filings, the company has open charges of ₹1.1 Cr on record.
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.
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Registered Address1403 14Th Floor Vikram Tower 16 Rajendra Place, New Delhi, Delhi, India – 110008
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IndustryFinancial Services, NBFC, Investment & Credit NBFC
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
CIN History of Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services Ltd 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 |
Associated Brands with Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services Ltd operates two associated brands: Dynamic Portfolio Management and Services and Dynamic Portfolio Management & Services. These brands represent Dynamic Portfolio Management & Services Ltd's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides diversified financial services, investment advice, and portfolio management for customers. | dynamicwealthservices.co.in | |
| Portfolio management service provider | dynamicwealthservices.com |
Competitors & Alternatives of Dynamic Portfolio Management & Services Ltd
Brands and companies operating in the same space as Dynamic Portfolio Management & Services Ltd include Prudent, Reliance Capital, Equentis Wealth Advisory Services and 4 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Prudent
|
Provider of financial products and investment services | Ahmedabad, India, India | 2000 |
Reliance Capital
|
Financial services including loans, insurance, and asset management are provided. | Mumbai, India, India | 1986 |
Equentis Wealth Advisory Services
|
Investment advisory and research platform | Mumbai, India, India | 2015 |
Kotak Mutual Fund
|
Financial advisory services are offered by Kotak Mutual Fund. | Mumbai, India, India | 1985 |
Auctus Advisors
|
Strategic consulting and advisory services for management decisions are provided. | Mumbai, India, India | 2010 |
The Digital Fifth
|
Provides strategy consulting, digital advisory, and training for banking and financial services industry. | Mumbai, India, India | 2017 |
Synechron
|
Synechron is recognized as a global technology and AI consulting firm. | New York, United States, United States | 2001 |
Business Activity of Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services Ltd operates primarily in the financial and insurance service sector. The company has 1 registered business activity segment, reflecting its diverse operational portfolio.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| Locked | Financial and insurance Service | Locked | Financial and Credit leasing activities | Locked |
Detailed business activity records for Dynamic Portfolio Management & Services Ltd
Activity codes and turnover contribution percentages require an active report plan.
- Activity group codes
- Detailed activity codes
- Turnover contribution
Verified entity values are shown only after access is granted.
Board of Directors of Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services Ltd is currently managed by 5 directors, with 29 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Kailash Chandra Agarwal | Managing Director | 26 Dec 2019 | 6 Years 6 Months | Current |
| Sujoy Chakraborty | Director | 24 Jul 2020 | 6 Years 0 Months | Current |
| Suman Mittal | Director | 28 May 2025 | 1 Years 1 Months | Current |
|
Akshay Mittal
Also directs:
Kansan Heights Private Limited
|
Director | 28 May 2025 | 1 Years 1 Months | Current |
| Rajesh Gupta | Managing Director | 26 Dec 2023 | 2 Years 6 Months | Current |
Financials of Dynamic Portfolio Management & Services Ltd FY 2024 filings available
Dynamic Portfolio Management & Services Ltd reported revenue of ₹1.06 Cr (down 5.52% YoY) for FY 2024.
| Metrics | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|
| Revenue from Operations | ₹1.06 Cr | ₹1.12 Cr | ₹92.47 Lakh | ₹91.17 Lakh | ₹1.19 Cr |
| Interest Earned | ₹1.06 Cr | ₹1.12 Cr | ₹92.35 Lakh | ₹91.17 Lakh | ₹1.18 Cr |
| Other Income | ₹0 | ₹0 | ₹0 | ₹41,000 | ₹16,000 |
| Total Income | ₹1.06 Cr | ₹1.12 Cr | ₹92.47 Lakh | ₹91.58 Lakh | ₹1.19 Cr |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | -₹5,000 | ₹20,000 | -₹19,000 | ₹1,000 | ₹1.34 Lakh |
| Employee Benefit Expense | ₹22.91 Lakh | ₹25.45 Lakh | ₹18.14 Lakh | ₹22.49 Lakh | ₹36.01 Lakh |
| Finance Costs | ₹18.66 Lakh | ₹20.15 Lakh | ₹5.5 Lakh | ₹21.46 Lakh | ₹23.12 Lakh |
| Depreciation & Amortisation | ₹10,000 | ₹15,000 | ₹22,000 | ₹12,000 | ₹10,000 |
| Other Expenses | ₹58.67 Lakh | ₹1.28 Cr | ₹55.86 Lakh | ₹25.8 Lakh | ₹41.08 Lakh |
| Total Expenses | ₹1.05 Cr | ₹1.76 Cr | ₹79.53 Lakh | ₹69.88 Lakh | ₹1.02 Cr |
| Profit Before Exceptional Items & Tax | ₹1.45 Lakh | -₹63.31 Lakh | ₹12.94 Lakh | ₹21.7 Lakh | ₹17.08 Lakh |
| Exceptional Items | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹1.45 Lakh | -₹63.31 Lakh | ₹12.94 Lakh | ₹21.7 Lakh | ₹17.08 Lakh |
| Total Tax Expense | ₹39,000 | ₹4.87 Lakh | ₹6.26 Lakh | ₹5.64 Lakh | ₹4.43 Lakh |
| Net Profit | ₹1.06 Lakh | -₹68.18 Lakh | ₹6.68 Lakh | ₹16.06 Lakh | ₹12.65 Lakh |
| Other Comprehensive Income | ₹0 | ₹0 | ₹0 | ₹0 | ₹0 |
| Total Comprehensive Income | ₹1.06 Lakh | -₹68.18 Lakh | ₹6.68 Lakh | ₹16.06 Lakh | ₹12.65 Lakh |
| EBITDA (computed) | ₹20.21 Lakh | -₹43.01 Lakh | ₹18.66 Lakh | ₹43.28 Lakh | ₹40.3 Lakh |
| Basic EPS | ₹0.01 | ₹-0.58 | ₹0.06 | ₹0.14 | ₹0.11 |
| Diluted EPS | ₹0.01 | ₹-0.58 | ₹0.06 | ₹0.14 | ₹0.11 |
| Metrics | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|
| Total Assets | ₹13.82 Cr | ₹20.43 Cr | ₹14.42 Cr | ₹14.85 Cr | ₹16.38 Lakh Cr |
| Property, Plant & Equipment | ₹32,000 | ₹42,000 | ₹63,000 | ₹85,000 | ₹156.03 Cr |
| Inventories | ₹84.12 Lakh | ₹84.07 Lakh | ₹0 | ₹0 | ₹84,088 Cr |
| Cash & Equivalents | ₹6.29 Lakh | ₹1.04 Cr | ₹2.73 Lakh | ₹16.01 Lakh | ₹42,669 Cr |
| Equity (Net Worth) | ₹11.83 Cr | ₹11.82 Cr | ₹12.5 Cr | ₹12.44 Cr | ₹12.28 Lakh Cr |
| Equity Share Capital | ₹11.61 Cr | ₹11.61 Cr | ₹11.61 Cr | ₹11.61 Cr | ₹11.61 Lakh Cr |
| Total Liabilities | ₹1.98 Cr | ₹8.6 Cr | ₹1.92 Cr | ₹2.42 Cr | ₹410,261 Cr |
| Metrics | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|
| Operating Cash Flow | ₹50.39 Lakh | ₹17.24 Lakh | ₹28.2 Lakh |
| Investing Cash Flow | ₹5.71 Cr | -₹4.91 Cr | ₹23.75 Lakh |
| Financing Cash Flow | -₹7.19 Cr | ₹5.75 Cr | -₹65.23 Lakh |
| Capital Expenditure | ₹0 | ₹0 | ₹0 |
| Free Cash Flow (computed) | ₹50.39 Lakh | ₹17.24 Lakh | ₹28.2 Lakh |
| Dividends Paid | ₹0 | ₹0 | ₹0 |
| Net Change in Cash | -₹97.3 Lakh | ₹1.01 Cr | -₹13.28 Lakh |
| Metrics | Q3 FY25 | Q2 FY25 | Q1 FY25 |
|---|---|---|---|
| Revenue from Operations | ₹37.22 Lakh | ₹8,000 | ₹18.33 Lakh |
| Interest Earned | ₹37.22 Lakh | ₹8,000 | ₹18.33 Lakh |
| Other Income | ₹1,000 | ₹1,000 | ₹0 |
| Total Income | ₹37.23 Lakh | ₹9,000 | ₹18.33 Lakh |
| Cost of Materials Consumed | ₹0 | ₹0 | ₹0 |
| Purchases of Stock-in-Trade | ₹0 | ₹0 | ₹0 |
| Changes in Inventories | ₹0 | ₹0 | ₹0 |
| Employee Benefit Expense | ₹5.54 Lakh | ₹4 Lakh | ₹4.87 Lakh |
| Finance Costs | ₹0 | ₹0 | ₹0 |
| Depreciation & Amortisation | ₹0 | ₹0 | ₹0 |
| Other Expenses | ₹8.95 Lakh | ₹11.68 Lakh | ₹7.71 Lakh |
| Total Expenses | ₹15.81 Lakh | ₹15.68 Lakh | ₹12.58 Lakh |
| Profit Before Exceptional Items & Tax | ₹21.42 Lakh | -₹15.59 Lakh | ₹5.75 Lakh |
| Exceptional Items | ₹0 | ₹0 | ₹0 |
| Profit Before Tax | ₹21.42 Lakh | -₹15.59 Lakh | ₹5.75 Lakh |
| Total Tax Expense | ₹0 | ₹0 | ₹0 |
| Net Profit | ₹21.42 Lakh | -₹15.59 Lakh | ₹5.75 Lakh |
| Other Comprehensive Income | ₹0 | ₹0 | ₹0 |
| Total Comprehensive Income | ₹21.42 Lakh | -₹15.59 Lakh | ₹5.75 Lakh |
| EBITDA (computed) | ₹21.42 Lakh | -₹15.59 Lakh | ₹5.75 Lakh |
| Basic EPS | ₹0.18 | ₹-0.08 | ₹0.05 |
| Diluted EPS | ₹0.18 | ₹0.00 | ₹0.05 |
Charges & Borrowings of Dynamic Portfolio Management & Services Ltd
| Date | Lender | Amount | Status |
|---|---|---|---|
| 19 May 2000 | Deutsche Bank | ₹55 Lakh | Open |
| 03 May 2000 | Deutsche Bank | ₹55 Lakh | Open |
Total charge records: 2 View all charges
Employees and EPFO Compliance at Dynamic Portfolio Management & Services Ltd
View historical data on people associated with Dynamic Portfolio Management & Services Ltd, including employment history and EPFO contributions.
Employee and EPFO history for Dynamic Portfolio Management & Services Ltd
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
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GST Compliance of Dynamic Portfolio Management & Services Ltd
GST registrations and filing compliance for Dynamic Portfolio Management & Services Ltd
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Credit Ratings, Litigation & Regulatory Alerts for Dynamic Portfolio Management & Services Ltd
Credit ratings, litigation, and regulatory alerts for Dynamic Portfolio Management & Services Ltd
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- Rating history
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MSME Payment Delays by Dynamic Portfolio Management & Services Ltd
MSME payment history for Dynamic Portfolio Management & Services Ltd
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
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Subsidiaries & Group Companies of Dynamic Portfolio Management & Services Ltd
Corporate group structure for Dynamic Portfolio Management & Services Ltd
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MCA Filings & Documents of Dynamic Portfolio Management & Services Ltd
MCA filings and documents for Dynamic Portfolio Management & Services Ltd
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Recent Activity on Dynamic Portfolio Management & Services Ltd
Recent News on Dynamic Portfolio Management & Services Ltd
Frequently Asked Questions about Dynamic Portfolio Management & Services Ltd
Dynamic Portfolio Management & Services Ltd is an active public limited company in the financial services sector based in New Delhi, Delhi, India. It was incorporated on 11 May 1994 (32+ years old) and is registered under CIN L74140DL1994PLC304881.
Dynamic Portfolio Management & Services Ltd reported revenue of ₹1.06 Cr for FY 2024 (down 5.52% YoY) based on standalone BSE filings.
The current directors of Dynamic Portfolio Management & Services Ltd are:
- Kailash Chandra Agarwal - Managing Director
- Sujoy Chakraborty - Director
- Suman Mittal - Director
- Akshay Mittal - Director
- Rajesh Gupta - Managing Director
The primary industry of Dynamic Portfolio Management & Services Ltd is financial services. The company specifically operates in nbfc. The company is currently active in this sector.
Yes, Dynamic Portfolio Management & Services Ltd is a listed company.
Dynamic Portfolio Management & Services Ltd can be reached at the registered office: 1403 14Th Floor Vikram Tower 16 Rajendra Place, New Delhi, Delhi, India – 110008, or through the website dynamicwealthservices.co.in.