Downloads - Vimal & Sons

Account Opening Forms

Individual Account Opening Form

For new investors opening a separately managed account in Indian equities.

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Account Opening Checklist

Complete checklist of documents required for account opening.

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Compliance & Disclosures

Disclosure Document

Details of our business model, fee structure, and risk factors.

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Investor Charter

Rights and obligations of investors as per SEBI guidelines.

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Investor Complaints Details

Details of investor complaints received and resolved.

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Mandatory Details

Mandatory disclosures as per SEBI regulations.

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Regulatory Links

NSE Member Information

Visit the NSE website for our membership details and compliance status.

www.nseindia.com →

SEBI Registration Information

Access SEBI's intermediary database for verification.

www.sebi.gov.in →

Other Resources

Policies & Procedures

Comprehensive policies on exposure limits, account management, and trading procedures.

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Bank Details

Client bank account details for Cash Segment and Derivatives Segment.

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PMLA / AML & CFT Policy

Anti-Money Laundering, CFT and PMLA policy, including Section 12A (WMD Act) proliferation-financing screening, per SEBI Master Circular dated 6 June 2024.

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Risk Management Policy

Exposure limits, margin collection and MTM, unpaid-securities (CUSPA) liquidation, square-off, surveillance and penny-stock refusal.

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Inactive / Dormant Account Policy

Treatment of inactive/dormant accounts — 24-month definition, reactivation, UCC flagging and settlement of client funds, per NSE/BSE circular dated 25 October 2024.

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Research & Data

CY2025 Mainboard IPOs

Calendar year 2025 mainboard IPO listings, issue size, and key data. Snapshot dated 7-May-2026.

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