Global & NRI
Investing in India from anywhere in the world
NRIs and OCIs can invest in Indian mutual funds through NRE or NRO bank accounts, with fully digital onboarding. Investments from an NRE account are repatriable.
We handle the paperwork, including FATCA and CRS declarations, and tell you which fund houses accept investors from your country of residence.
Who it suits
- NRIs in the Gulf, Singapore, the UK and elsewhere
- OCI card holders investing in India
- Families managing money across countries
How we work on it
- 01
Account check
NRE or NRO, and which suits each investment.
- 02
Digital KYC
Onboarding from abroad, including FATCA/CRS declarations.
- 03
Portfolio
Schemes that accept investors from your country of residence.
- 04
Tax and repatriation
Help with DTAA paperwork and repatriating proceeds.
I live in the US or Canada. Can I invest?
Some fund houses accept investors resident in the US and Canada, with extra declarations. We’ll tell you which ones currently do.
How are NRIs taxed on mutual fund gains?
Tax is deducted at source on redemption. You may be able to claim relief under the tax treaty (DTAA) between India and your country of residence.
Other services
All services- Core investingMutual fund portfolios
- Specialised & alternativesSpecialised Investment Funds (SIF)
- Specialised & alternativesPMS & AIF
- Fixed income & treasuryCorporate FDs & secured NCDs
- Fixed income & treasuryCorporate treasury
- Global & NRIGlobal equities via GIFT City
- Protection & legacyInsurance planning
- Protection & legacySuccession & estate planning