Use our ‘Behavioural Investing Insights’ to profit from the ‘Psychology of the Markets’.
Illustration by Dhun Patel, Therefore Design (2016).
Illustration by Dhun Patel, Therefore Design (2016).
Forms, Documents & Resources
For new investors opening a separately managed account in Indian equities.
Download PDFComplete checklist of documents required for account opening.
Download PDFDownload this form, then fill and scan it and send it to ganeshshipate@vimalandsons.com and to neelakshik@vimalandsons.com. Once we receive your email, we will verify the (self attested) attachments, make the changes and confirm via a reply to your email. Please send the email from your registered email id with us. The modifications will take effect ONLY AFTER we have replied to your email. (*Self Attested Proofs are mandatory)
Download PDFDownload this form, then fill and scan it and send it to ganeshshipate@vimalandsons.com and to neelakshik@vimalandsons.com. Once we receive your email, we will verify the (self attested) attachments, make the changes and confirm via a reply to your email. Please send the email from your registered email id with us. The modifications will take effect ONLY AFTER we have replied to your email. (*Self Attested Proofs are mandatory)
Download PDFVisit the NSE website for our membership details and compliance status.
NSE IndiaAccess SEBI's intermediary database for verification.
www.sebi.gov.in →Comprehensive policies on exposure limits, account management, and trading procedures.
Download PDFAnti-Money Laundering, CFT and PMLA policy, including Section 12A (WMD Act) proliferation-financing screening, per SEBI Master Circular dated 6 June 2024.
PMLA / AML & CFT PolicyExposure limits, margin collection and MTM, unpaid-securities (CUSPA) liquidation, square-off, surveillance and penny-stock refusal.
Risk Management PolicyTreatment of inactive/dormant accounts — 24-month definition, reactivation, UCC flagging and settlement of client funds, per NSE/BSE circular dated 25 October 2024.
Inactive / Dormant Account PolicyCalendar year 2025 mainboard IPO listings, issue size, and key data. Snapshot dated 7-May-2026.
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