Mutual Funds
Building diversified wealth through India’s top fund houses
Tap into India’s Fast-Growing Mutual Fund Industry. We help NRIs overcome restrictions like US/Canada AMC Limits and FATCA Requirements, and structure investments via NRE/NRO Routes. From SIPs to Lump-Sum Strategies, we ensure smooth access as AMFI-Registered Distributors.
NRI / OCI / PIO
Eligibility – Permitted under FEMA Schedule 4 for investment through NRE/NRO accounts
Account Type – NRE (Repatriable) / NRO (Non-Repatriable) Mutual Fund folios
Product Access – Equity, Debt, Hybrid, and ELSS Mutual Funds (as per AMC approval)
Taxation – Equity LTCG 10%, STCG 15%; Debt LTCG 20% with indexation; TDS applies
Repatriation – NRE – Repatriable; NRO – Non-repatriable except eligible redemptions
Ideal For – NRIs/OCIs seeking diversified, professionally managed exposure to India
Foreign Nationals
Eligibility – Restricted; permitted only via SEBI-registered FPI/FVCI/IFSC structures
Account Type – FPI or IFSC account through custodians or registered intermediaries
Product Access – IFSC-registered Mutual Funds and global feeder funds
Taxation – Taxed under FPI/FVCI regime; treaty relief may apply
Repatriation – Fully repatriable via FPI/IFSC channel
Ideal For – Global investors seeking India-linked fund exposure via regulated vehicles
Resident Indians
Eligibility – Fully permitted under domestic guidelines
Account Type – Resident Mutual Fund folio (individual/joint/guardian-minor)
Product Access – All equity, debt, hybrid, ELSS, and sectoral schemes
Taxation – Tax as per domestic rates; automatic capital gains reporting
Repatriation – Not applicable
Ideal For – Individuals aiming for long-term wealth creation and diversification
OCB / Foreign Companies
Eligibility – Permitted via FDI/FVCI/IFSC Category I–III structures
Account Type – Institutional Mutual Fund or IFSC corporate account
Product Access – IFSC or SEBI-approved AIF/Mutual Fund feeder structures
Taxation – Corporate or IFSC tax regime based on registration
Repatriation – As per FEMA/FDI/IFSC guidelines
Ideal For – Corporates and offshore entities seeking Indian fund exposure
Get a customized mutual fund plan aligned to your goals, risk, and country of residence.
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