Vimal & Sons - Client Onboarding | NSE CRF & AOF Compliant

Use our ‘Behavioural Investing Insights’ to profit from the ‘Psychology of the Markets’.

Cartoon chain showing how a market news signal gets distorted from SELL to an irrational BUY frenzy as it passes between investors.

Illustration by Dhun Patel, Therefore Design (2016).

Important: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. | Registration granted by SEBI & certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

30+

Years of Trust

₹200Cr+

Assets Managed

500+

HNI Families

Zero

Compliance Issues

Personal

Contact

Financial

Trading

Bank

Documents

Review

Personal Information

All fields marked with * are mandatory. Information will be verified against KRA records.

First Name

Middle Name

Last Name

Father's/Spouse's Name

Mother's Name

PAN Number

Aadhaar Number (UID)

Date of Birth

Gender

Male

Female

Other

Marital Status

Nationality

Residential Status

Resident Individual

NRI

FPI

Account Type

Individual

Joint

Mobile Number

Email Address

Confirm Mobile Number

Referred By (Existing Client Name)

Place of Birth

Contact & Address Details

Correspondence address will be used for all communication, contract notes and account statements.

Correspondence Address

Address Line 1

Address Line 2

City

State

PIN Code

Country

Permanent address same as correspondence address

Additional Contact Information

Alternate Mobile Number

Telephone (with STD code)

Financial Information

This information is required for KYC compliance and risk assessment as per SEBI guidelines.

Occupation

Organization/Employer Name

Annual Income

Net Worth (Approximate)

Net Worth as on Date

Politically Exposed Person (PEP) Status

Other Income Sources

Please select all applicable income sources (at least one):

Salary Income

Business Income

Rental Income

Capital Gains

Dividend Income

Other Sources

Trading Segments & Preferences

Important: For F&O segment activation, income proof (ITR/Salary Slip/Net Worth Certificate) is mandatory.

Select Trading Segments

NSE Cash Market (Equity)

Trade in equity shares, ETFs, and bonds on National Stock Exchange

NSE Futures & Options (Derivatives)

Trade in index and stock futures & options - Income/Net worth proof required

NSE Currency Derivatives

Trade in currency futures and options (USD/INR, EUR/INR, etc.)

BSE Cash Market

Trade in equity shares on Bombay Stock Exchange

Trading Experience & Preferences

Trading Experience

Previous Broker (if any)

Investment Objective

Risk Appetite

Preferred Trading Mode

Expected Annual Turnover

Bank & Depository Details

Primary Bank Account (For Funds Settlement)

Bank Name

Account Type

Account Number

Confirm Account Number

IFSC Code

MICR Code

Branch Name

Branch City

Depository Participant (Demat) Details

Depository

DP ID

Client ID (Beneficiary ID)

DP Name

Confirm DP ID

Confirm Client ID

Nominee Details (Optional but Recommended)

Nominee Name

Relationship with Nominee

Nominee Date of Birth

Percentage Share (%)

KYC Document Upload

Upload clear, colored scanned copies. Files should be PDF/JPG/PNG format, max 5MB each.
Note: All documents should be self-attested (signed by you).

PAN Card (Self Attested)

📄

Click to upload PAN Card

PDF, JPG, PNG (Max 5MB)

Aadhaar Card - Front & Back (Self Attested)

📄

Click to upload Aadhaar Card

PDF, JPG, PNG (Max 5MB)

Bank Proof - Cancelled Cheque/Statement (Self Attested)

🏦

Click to upload Bank Proof

PDF, JPG, PNG (Max 5MB)

Signature on White Paper (Self Attested)

✍️

Click to upload Signature

JPG, PNG (Max 2MB)

Demat Proof - Client Master Report / Holdings Statement (Self Attested)

📑

Click to upload Demat Proof

Upload your official Client Master List (CML) as a PDF — it must show your DP ID & Client ID (Max 5MB). We verify the demat number against this file.

Passport Size Photo (Self Attested)

📷

Click to upload Photo

JPG, PNG (Max 2MB)

Review & Submit Application

Please review all information carefully. You will receive confirmation via WhatsApp/Email within minutes.

Personal Information

Contact Details

Financial Information

Trading & Banking

Documents Uploaded

Declaration & Undertaking

I hereby declare that the information provided above is true and correct to the best of my knowledge and belief.

I confirm that I have read and understood the terms and conditions, rights and obligations, risk disclosure documents, and policies & procedures of Vimal & Sons.

I understand that trading in securities market is subject to market risks and I shall be solely responsible for all consequences arising out of my trading decisions.

I authorize Vimal & Sons to debit my account for all legitimate charges as per the agreed tariff structure.

I consent to receive communication via WhatsApp/SMS/Email for account-related updates.

Processing your application securely...

Personal Information

Contact & Address Details

Correspondence Address

Permanent Address

Additional Contact Information

Financial Information

Other Income Sources

Trading Segments & Preferences

Select Trading Segments

Trading Experience & Preferences

Bank & Depository Details

Primary Bank Account (For Funds Settlement)

Depository Participant (Demat) Details

Nominee Details (Optional but Recommended)

KYC Document Upload

Review & Submit Application

Personal Information

Contact Details

Financial Information

Trading & Banking

Documents Uploaded

Declaration & Undertaking