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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, and 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, 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, and FEMA guidelines for NRI investments.

Tax-Efficient

Optimize tax with DTAA relief and long-term capital gains planning.

Diverse Options

Choose from equity, debt, hybrid, index, and thematic funds across AMCs.

End-to-End Support

From KYC to repatriation — we handle documentation, execution, and tracking.

Personalized Planning

Goal-based portfolio recommendations tailored for NRIs and global clients.

Investment Structures & Eligibility

NRI / OCI / PIO

  • Eligibility: Permitted under FEMA for investment in Indian MFs
  • 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
  • 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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