Our Offering
Investment Services for NRI Families
Mutual Fund Investments
Equity, debt, and hybrid MF portfolios tailored for NRI taxation and repatriation needs.
Portfolio Management
Discretionary PMS strategies delivering risk-adjusted alpha in Indian markets.
Fixed Income
Bonds, NCDs, and corporate FDs offering predictable rupee income.
Pre-IPO & Unlisted
Access to high-potential unlisted companies before they go public.
Tax Planning
DTAA benefit optimization, TDS management, and India-source income structuring.
Repatriation Advisory
Structuring NRE/NRO accounts and repatriation flows for maximum efficiency.
How It Works
Getting Started is Simple
Discovery Call
A 30-minute complimentary call with our NRI specialist to understand your situation.
Profile Assessment
We analyze your goals, risk appetite, existing portfolio, and tax residency status.
Strategy Design
A personalized India Investment Strategy is prepared, compliant with FEMA and RBI norms.
Account Setup
We assist with NRE/NRO account linkage, KYC, and investment onboarding.
Ongoing Advisory
Quarterly portfolio reviews, tax reporting assistance, and continuous strategy updates.
Common Questions
Frequently Asked Questions
Can NRIs invest in Indian mutual funds? +
Yes. NRIs can invest in Indian mutual funds through NRE or NRO accounts. Certain AMCs may restrict investments from specific geographies (US/Canada) due to FATCA regulations.
What is the LRS limit for investing abroad? +
Under FEMA's Liberalised Remittance Scheme (LRS), residents of India can remit up to USD $250,000 per financial year for overseas investment purposes.
Are NRI investment returns fully repatriable? +
Investments made through NRE accounts are fully repatriable. NRO account investments have repatriation limits of up to USD $1 million per financial year.
Do NRIs pay different taxes in India? +
NRIs are subject to TDS on Indian-source income (dividends, capital gains). Tax treaty benefits may apply depending on the country of residence.
How do I get started? +
Schedule a call with our NRI Desk team. We will assess your current portfolio, goals, and compliance situation, then design a personalised India investment plan.