Investing in India, From Anywhere in the World
Your connection to India may be through family, culture, or a vision for your financial future. Whatever your motivation, investing in one of the world's fastest-growing economies is a powerful way to diversify your portfolio and build long-term wealth. We specialize in helping Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs) seamlessly navigate the unique landscape of the Indian market.
We understand the complexities that come with cross-border investments - from legal and tax implications to managing your portfolio from afar. Our goal is to simplify this process, providing you with a clear, guided path to achieving your financial aspirations in India.
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Getting Started: The Essential Steps for the Traditional Route
Beginning your investment journey in India requires a few key steps
01
KYC Compliance
As an NRI, you must complete a one-time KYC (Know Your Customer) process. We will help you compile the necessary documents.
02
Open an NRE/NRO Account
All investments must be routed through a rupee-denominated bank account which can be NRE Account or NRO Account.
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NRE Account: For funds earned abroad and transferred to India. These funds and the interest earned are fully repatriable and tax-free in India.
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NRO Account: For income earned in India (e.g., rent, dividends). Funds are repatriable up to a certain limit after taxes.
03
Invest and Diversify
Once your accounts are set up, we'll help you select from a wide range of investment options, including Mutual Funds (equity, debt, and hybrid), and other investment vehicles that are best suited to your profile.
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A Modern Gateway: GIFT City
Funds for NRIs
The Gujarat International Finance Tec-City (GIFT City) is India’s first International Financial Services Centre (IFSC), designed to be a global financial hub. Within this specialized zone, major mutual fund houses have established a presence, launching a new class of funds specifically tailored for NRIs. These "GIFT City Funds" offer a powerful and efficient way to invest in India while operating under a globally-aligned regulatory and tax framework.
Getting Started: The Essential Steps for
GIFT City Funds
01
KYC Compliance
As an NRI, you must complete a one-time KYC (Know Your Customer) process. We will help you compile the necessary documents.
02
No Indian Bank Account Required
NRIs can invest in GIFT City Funds through international payment gateways or simply wiring funds from their overseas bank account.
03
Invest and Diversify
We'll help you select from a wide range of investment options, including Mutual Funds (equity, debt, and hybrid), and other investment vehicles that are best suited to your profile
Ready to start your investment journey in India?
Get in touch so we can start working together.