Living abroad shouldn't mean losing touch with India's growth. We help Non-Resident Indians invest in Indian mutual funds with the right accounts and paperwork, and keep the portfolio on track from wherever you live.
We guide you through NRI KYC, FATCA and CRS declarations and linking the right bank account, so your investments are compliant from day one.
Whether money comes from your overseas income or from Indian income such as rent, we help you invest through the account that matches it, which affects how easily you can take money back abroad.
Children's education in India, a home, parents' needs or your own return: we build a mix of funds around your goals and time horizon, not around trends.
If you invested as a resident and then moved abroad, your folios need to be updated to NRI status. We help you do this properly.
Calls, video meetings and digital forms that work across time zones. You rarely need to be in India for anything.
Regular portfolio reviews and statements, so you always know where you stand without chasing anyone.
Tell us where you live, your goals and what you already hold in India.
We help you complete NRI KYC and confirm the NRE or NRO account to invest from.
We suggest a fund mix for your goals and explain the costs, risks and taxes involved.
Start with a SIP or lumpsum, then review together at regular intervals.
Yes. NRIs and OCI holders can invest in Indian mutual funds once their KYC is completed with NRI status and the investment comes from an NRE or NRO bank account. A few fund houses restrict investors from certain countries, which we check for you.
Usually not. KYC and most paperwork can be completed digitally or by courier. In some cases an in-person verification may be needed, and we will tell you in advance if it is.
It depends on where the money comes from. Overseas earnings usually go through an NRE account, which is easier to repatriate. Income earned in India, such as rent or dividends, sits in an NRO account. We help you pick the right one.
Your existing folios must be updated to NRI status with your new address and bank details. You can usually keep the investments; we help you complete the change correctly.
Capital gains on redemption are taxed in India, generally deducted at source by the fund house. You may also have tax obligations in your country of residence. Please confirm your situation with a tax professional.
Book a short intro call. We'll understand your situation and suggest the right next step, with no obligation.