Overview
Non-Resident Indians can invest in Indian mutual fund schemes through their NRE or NRO bank accounts, subject to FEMA regulations and the terms of each AMC. The process involves a few extra steps, including NRI KYC, FATCA and CRS declarations and correct bank details.
We guide you through each step, help you transact online from abroad and support you with statements and tax documents in India.
- NRI KYC and FATCA or CRS declarations
- Investments through NRE and NRO accounts
- Online transactions from anywhere
- Help with TDS certificates and statements
What This Includes
The practical support you get with nri investment services.
NRI KYC
Help completing KYC as a non-resident, including overseas address and document requirements.
FATCA and CRS
Guidance on the tax residency declarations required by AMCs for NRI investors.
NRE and NRO investments
Investments from your NRE or NRO account, with repatriation governed by the account type and applicable rules.
Online transactions
Purchase, SIP, switch and redemption transactions that you can authorise online from abroad.
US and Canada residents
Some AMCs accept investments from residents of the US and Canada, subject to additional declarations. We share which ones.
Tax documents
Help obtaining TDS certificates and capital gains statements for your filings in India.
Things You Should Know
Important points to keep in mind before you proceed.
- NRI investments are subject to FEMA regulations and the acceptance policy of each AMC.
- Tax is deducted at source on redemption gains for NRI investors as per applicable rates.
- Your country of residence may have its own tax and reporting requirements. Please consult a tax professional in that country.
- If your residential status changes, it must be updated with the AMC and registrar promptly.
Common Questions
Quick answers to questions we hear often.
Yes, through NRE or NRO accounts, subject to FEMA regulations and the terms of each AMC.
Some AMCs accept investments from US and Canada residents with additional declarations, while others do not. We tell you which schemes are open to you.
Yes. For NRI investors, tax is deducted at source on capital gains at the applicable rates at the time of redemption.
Usually not. KYC and transactions can often be completed online, although some AMCs may require specific documents.
Other Services
Mutual Fund Distribution
SIP Services
Tax-Saving Investments
Insurance Solutions
NRI Investment Services
Speak With Us Today
Call or message us between 10 AM and 8 PM for help with mutual funds, SIPs or insurance. We usually respond the same day.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
