NRI Investment Services
We serve investors across India and worldwide. NRIs can invest in Indian mutual funds through NRE or NRO accounts, and we handle the paperwork remotely.
Non-Resident Indians can invest in most mutual fund schemes after completing KYC with overseas address proof and FATCA/CRS declarations. Investments are made through NRE or NRO bank accounts, and redemption proceeds are credited back to those accounts.
Some AMCs restrict or do not accept investments from NRIs resident in the United States and Canada, and tax deducted at source applies on redemptions. We share the current AMC-wise position before you apply.
What is included
- NRI KYC and FATCA/CRS documentation
- Investment through NRE / NRO accounts
- AMC acceptance for US and Canada residents
- Change of residential status updates
- Remote servicing over WhatsApp and email
- Insurance policy servicing for NRIs
How it works
- Share your country of residence
This decides which AMCs and schemes are available. - Complete KYC remotely
Passport, overseas address proof and PAN. - Link your NRE/NRO account
Payments must come from your own non-resident account. - Invest and receive statements
Statements are emailed directly by the registrar.
Common questions
Can NRIs start an SIP?
Yes, through a mandate on an NRE or NRO account, where the AMC accepts NRI investments.
Is TDS applicable for NRIs?
Yes. TDS is deducted on capital gains at redemption at applicable rates.
Do I need to visit India?
Usually no. Most documentation can be completed online or through courier.
Other services
Speak with us before you invest
Share what you are looking for and we will walk you through the options, documents and next steps. No charge for a conversation.
