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.
Why Plan Through Us
Structures & Eligibility
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 personalized NRI Trading and Demat setup from account activation to your first investment – guided by our expert team and trusted partners. Stay compliant, secure, and confident while investing in India.
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