We assist Non-Resident Indians (NRIs) in understanding and completing the mutual fund investment process in India. Our role is to simplify procedures and provide operational support.

• Guidance on NRI mutual fund investment process

  Step-by-step guidance to help NRIs understand how mutual fund investing works under Indian regulations. We simplify procedures so investors can participate confidently from abroad into the Indian growth story.

• NRI KYC Assistance

  Navigating NRI documentation can be daunting; we assist you in gathering mandatory proofs like your Passport, Visa, OCI and Overseas Address. We also facilitate the mandatory In-Person Verification (IPV) process to ensure smooth compliance.

• FATCA/CRS Compliance

  We ensure your investments remain globally compliant by handling mandatory Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard(CRS) declarations. We help ensure documentation is accurate and aligned with regulatory standards.

• Account Opening & Transaction Facilitation

  From assisting with the initial account setup to executing your first SIP or Lumpsum purchase, we handle the operational heavy lifting. We ensure your investment folios are correctly linked to your NRE or NRO accounts for a smooth transactional experience. We focus on making cross-border investing convenient and well-coordinated.

• Repatriation Guidance

  Education on the difference between NRE and NRO accounts and how they impact mutual fund transactions. We help you strategically choose between NRE accounts for fully repatriable funds and NRO accounts for managing India-based income. This ensures you have total clarity on how and when you can move your investment proceeds back to your country of residence.

• DTAA (Double Taxation Avoidance Agreement) Guidance

  Awareness support on how Double Taxation Avoidance Agreements work for NRIs. Maximize your post-tax returns by leveraging tax treaties between India and your country of residence. We guide you on utilizing Tax Residency Certificates (TRC) and DTAA provisions to avoid being taxed twice on the same investment income.