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Exclusive Investment Services for NRIs

Tailored Portfolio Management Solutions for Non-Resident Indians

Why Choose Us for Your NRI Investments?

Optimize Your NRI Investments with Exclusive Benefits!

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Invest in Indian markets from anywhere in the world.
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Seamless transfer of funds to your home country.
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Optimize your returns with expert tax strategies.
Global Investment Access
Repatriation of Funds
Tax Planning

FAQs

Yes, NRIs can invest in mutual funds in India. Investments are made through NRE (Non-Resident External) or NRO (Non-Resident Ordinary) accounts and must comply with FEMA (Foreign Exchange Management Act) regulations. At Indbharat HNI, we ensure the process is seamless and compliant with Indian laws.

NRIs are subject to Tax Deducted at Source (TDS) on capital gains from mutual fund investments:

  • Short-term capital gains on equity funds: 15%
  • Long-term capital gains on equity funds (above ₹1 lakh): 10%
  • Debt funds: Tax rates vary based on the investment period.

The following documents are typically required:

  • A copy of your passport and visa.
  • Proof of overseas address.
  • PAN (Permanent Account Number) card.
  • NRE/NRO account details.
  • FATCA (Foreign Account Tax Compliance Act) declaration.

Our team will guide you through the documentation process to ensure it’s quick and hassle-free.

Yes, NRIs can repatriate their investment earnings. If the investments are made using NRE accounts, both the principal and gains are repatriable. For investments through NRO accounts, only the gains are repatriable, subject to certain limits and conditions.

NRIs can invest online through mutual fund platforms or directly with fund houses. At Indbharat HNI, we offer a user-friendly platform and personalized support to help you complete the process digitally, ensuring convenience and security.

Yes, the minimum investment amount varies by mutual fund scheme, but it typically starts at ₹500 to ₹1,000. For premium or portfolio management services (PMS), the minimum investment requirement may be higher.

Yes, NRIs residing in the USA and Canada can invest in Indian mutual funds, but certain fund houses may have restrictions due to FATCA compliance. We assist in identifying the right funds that allow investments from these countries.