Frequently Asked Questions

Q1. What does Vimal & Sons do?

We build custom long-term portfolios in Indian equities through separately managed accounts. Each portfolio is tailored to your goals, risk profile, and investment horizon.

Q2. Are you a registered entity?

Yes. Vimal & Sons is a registered member of the National Stock Exchange (NSE) and operates in full compliance with SEBI regulations.

Q3. Do you offer mutual funds or futures trading?

No. We do not offer mutual funds, futures, or any speculative products. Our focus is exclusively on direct equity investments for long-term wealth creation.

Q4. How do I open an account?

You can download the account opening form from our onboarding page, complete it, and submit it along with KYC documents. Our team will guide you through the verification and onboarding process.

Q5. What documents are required?

• PAN card
• Aadhaar card or valid address proof
• Bank account details
• Passport-size photograph

Q6. How long does it take to activate my account?

Once all documents are verified, your account is typically activated within 3–5 working days.

Q7. What kind of stocks do you invest in?

We invest in NSE-listed Indian equities — primarily large and mid-cap companies with strong fundamentals and long-term growth potential.

Q8. Can I customize my portfolio?

Yes. Every portfolio is individually managed and customized to your financial goals, risk appetite, and investment horizon.

Q9. How often is my portfolio reviewed?

Portfolios are reviewed periodically to ensure alignment with market conditions and your objectives. Adjustments are made only when necessary.

Q10. How do you charge fees?

We follow a transparent fee structure — no hidden commissions or brokerage markups. Fees are disclosed upfront in the agreement.

Q11. Do you earn commissions from third parties?

No. We do not receive any commissions or incentives from third-party product providers. Our only earnings come from our clients.

Q12. How safe is my money?

All investments are held directly in your name with the depository. Vimal & Sons only manages your portfolio — we do not hold client funds.

Q13. How can I verify your registration?

You can verify our membership details on the NSE website (www.nseindia.com) or through SEBI's intermediary database (www.sebi.gov.in).

Q14. How can I contact you for assistance?

You can reach us at vimalandsons@gmail.com or through the contact form on our website. Our team will respond within one business day.