Investment support for Indians abroad
For NRI clients, we assist with mutual fund investment, goal planning, portfolio review and documentation coordination. We don't provide legal or tax advice, for that, please consult a qualified CA or tax advisor.
Help investing in India from abroad.
Plan for goals back home.
A review of what you hold in India.
Clear steps for the paperwork.
We coordinate the process with you.
Non-resident Indians can invest in Indian mutual funds, but the rules around KYC, bank accounts, taxation and repatriation are different from those for residents, and they depend on the country you live in.
We help you set up the right accounts, choose funds that suit your goals back home, and keep everything organised, so that your money in India works as hard as you do abroad.
We understand your country of residence, income, goals in India and your existing accounts.
We guide you on NRE and NRO accounts, KYC and the documents you need.
We build and start a plan in suitable funds, with SIPs from your NRE or NRO account.
We review regularly over video call and keep your paperwork and tax records in order.
Yes, subject to KYC and the rules of the fund house. We help you with the process end to end.
No. Sessions are held online and documents can be shared digitally.
Possibly. Treatment depends on your country of residence and tax treaties, so confirm with a qualified tax professional. We help you organise the information.
Yes, SIPs can generally be set up from an NRE or NRO account.
Investments are subject to market risks and returns are not guaranteed. This page is for general information and is not a personal recommendation. Please read all scheme and policy documents carefully.
