NRI Investment Services
Mutual fund investing for Indians living abroad, through NRE or NRO accounts, with documentation handled end to end from India.
Non-Resident Indians can invest in Indian mutual fund schemes on a repatriable or non-repatriable basis, subject to FEMA rules and the AMC's own acceptance policy. The investment route is decided by the account the money comes from: an NRE account for repatriable investments, an NRO account for non-repatriable ones.
The hard part for most NRIs is not the decision, it is the distance — KYC that lapsed, an address that is no longer valid, a folio still showing resident status years after the move. We handle that clean-up and the ongoing servicing from here.
Included in this service
- Conversion of resident folios to NRO or NRE status after your move
- NRI KYC completion, including in-person verification alternatives where permitted
- Investment routed correctly through NRE or NRO so repatriation works later
- FATCA and CRS declarations completed for your country of residence
- Redemption proceeds credited to the correct account with the right tax deduction
- Correspondence in your time zone, over email and WhatsApp
Documents usually required
- Passport with the visa or residence permit page
- Overseas address proof and Indian address proof, where applicable
- NRE or NRO account details with a cancelled cheque
- FATCA and CRS declaration naming your tax residency
Things worth knowing before you start
- TDS applies to NRI redemptions at rates prescribed for the year, deducted at source by the AMC
- Investors resident in the United States and Canada are accepted by only some AMCs
- Repatriation from an NRE-funded investment is allowed; NRO has annual limits and procedure
- Double taxation relief depends on the treaty with your country of residence — consult your tax professional
Asked often, answered plainly
Have a question about nri investment services?
Call, WhatsApp or send an enquiry. You will speak to Veerendra Kumar A D, not a call centre.
