Mutual Funds – NRI & Global Investor Access
Build Wealth through Professionally Managed Investments
Nexpats Insights Private Ltd enables NRIs, OCIs, PIOs, and Global Investors to invest effortlessly in India’s mutual fund ecosystem. From KYC registration, FATCA compliance, bank account linking to investment execution — we simplify the entire process while ensuring full regulatory compliance.
Choose from a wide range of Equity, Debt, Hybrid, Index, Thematic, and ELSS mutual funds to build a diversified, tax-efficient portfolio managed by India’s top AMCs.
Why Invest Through Us
Global Accessibility
Invest in Indian mutual funds from anywhere with NRI-compliant infrastructure.
Fully Compliant
Adhere to SEBI, AMFI, FEMA, and FATCA guidelines for NRI and global investors.
Tax-Efficient
Optimize taxes using DTAA relief and long-term capital gains planning.
Diverse Options
Access equity, debt, hybrid, liquid, index, and thematic funds across leading AMCs.
End-to-End Support
From KYC to execution and repatriation — we handle documentation, processing, and tracking.
Personalized Planning
Goal-based portfolio design tailored to your risk profile, goals, and repatriation needs.
Investment Structures & Eligibility
NRI / OCI / PIO
ELIGIBILITY
Permitted under FEMA for investment in Indian mutual funds.
INVESTMENT MODE
NRE (Repatriable) or NRO (Non-Repatriable)
FUND ACCESS
Equity, Debt, Hybrid, ELSS, Liquid Funds
TAXATION
LTCG 10%, STCG 15%, TDS applicable with DTAA relief
REPATRIATION
Fully via NRE account; partial via NRO (subject to limits)
IDEAL FOR
NRIs seeking diversified India exposure
Foreign Nationals
ELIGIBILITY
Allowed through FPI / IFSC fund structures
INVESTMENT MODE
Through SEBI-registered intermediaries
FUND ACCESS
Offshore feeder funds, IFSC-based schemes
TAXATION
As per Section 115AD with treaty benefits
REPATRIATION
Fully repatriable through authorized channels
IDEAL FOR
Global investors accessing Indian markets
Resident Indians
ELIGIBILITY
Open for Indian citizens & residents
INVESTMENT MODE
Regular domestic mutual fund investment
FUND ACCESS
All SEBI-approved fund categories
TAXATION
Based on capital gain slabs and holding period
REPATRIATION
Not applicable
IDEAL FOR
Residents building long-term portfolios
Institutional / OCB / Corporate
ELIGIBILITY
Permitted under FDI or IFSC structures
INVESTMENT MODE
Corporate treasury or AIF vehicle
FUND ACCESS
Debt, Liquid, Hybrid, and Category II AIFs
TAXATION
Corporate or IFSC-specific tax regime
REPATRIATION
As per FDI or fund framework
IDEAL FOR
Institutional investors seeking Indian yield
Get a personalized Mutual Fund investment plan that matches your risk profile, goals, and repatriation needs. Our expert team ensures a compliant, smooth, and tax-efficient experience for every investor.
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