Vipulkumar H Shah

Who We Are

AMFI-registered Mutual Fund Distributor

Vipulkumar H Shah is an AMFI-registered Mutual Fund Distributor providing regular-plan mutual fund distribution and investor servicing. The process includes understanding the investor’s objectives and risk profile, explaining suitable mutual fund categories, facilitating investor-authorised transactions through AMC/RTA platforms and assisting with mutual fund service requests. Mutual fund investments are subject to market risks and returns are neither assured nor guaranteed.

View Investor Disclosures & Policies

Suitability Process

Assessment of objective and risk profile

Category Guidance

Explanation of suitable fund categories

Regular Plans

Authorised AMC & RTA facilitation

Investor Servicing

Lifecycle assistance & statement support

Services

Mutual Fund Distribution & Investor Servicing

Mutual Fund Distribution

Facilitation of investments in regular plans of mutual fund schemes.

Investor Risk Profiling

Assessment of risk appetite, investment horizon and relevant investor circumstances.

Goal & Suitability Discussion

Discussion of financial objectives and suitable mutual fund categories.

Transaction Facilitation

Investor-authorised transactions through AMC, CAMS, KFintech or other authorised facilities.

SIP, STP & SWP Assistance

Operational assistance for systematic mutual fund facilities.

KYC & FATCA Assistance

Assistance with applicable KYC, FATCA and investor-service processes.

Statements & Reports

Assistance in obtaining mutual fund statements and valuation reports.

Investor Service Requests

Support for non-commercial service requests, including SIP pause/stop where available.

Statutory Notice: The website provides mutual fund distribution information and does not offer fee-based investment advisory, portfolio management, stock broking, insurance distribution or NPS distribution services.