The minimum investment required is Rs. 50 lakhs. There is no maximum limit. VCPL is well-equipped to manage portfolios of all sizes.

Yes, a new demat account needs to be opened with our preferred depository participant for every new client. Upon submission of the required documents, we will facilitate the account opening process.

VCPL’s investment policy is rooted in extensive research to identify growth and value stocks. Our strategy is simple: buy at a low price and sell at a high price. Our expertise lies in determining these levels, keeping in mind macro and micro economic factors.

Any individual or organization (HUF, LLP, Company etc) with a substantial investible surplus, seeking professionally managed and personalized investment services for long-term wealth creation, can open a PMS account with VCPL.

In addition to inherent market risks, there may be liquidity risks during market downturns.

Equity markets are inherently volatile. While we do not guarantee returns, we aim to capitalize on this volatility to generate alpha returns for our clients.

Yes, NRIs are eligible to invest in PMS with VCPL.

The tax treatment for surplus earned in a PMS demat account is identical to that of an individual directly trading in their own demat account.

At VCPL, we believe that investment gains belong to the client. Therefore, we do not charge performance fees. Our fee structure includes:

• A fixed fee of 2% per annum on the gross investment, with annual revisions of the AUM.
• No additional charges beyond this fixed fee, which covers management and administrative costs.

(Note: Transaction-related expenses such as brokerage and STT will be applicable.)

Yes. Once the demat account is opened, every client receives a User ID and password to access their portfolio online. Additionally, a detailed portfolio report will be e-mailed monthly to every client.

There is no lock-in period. However, we recommend a long-term investment horizon to benefit from the power of compounding.

Funds can be withdrawn at any time by submitting a withdrawal request. The withdrawn amount will be credited to the client’s account within 10 working days. Partial withdrawals are permitted, provided the remaining investment meets the minimum threshold of Rs. 50 lakhs. If a withdrawal brings the investment below this threshold, then the entire investment needs to be withdrawn.

There is no exit load applicable on withdrawals. Here, we strongly suggest that funds should be invested for long term to achieve alpha returns.