Mutual funds and insurance in India give NRIs more ways to put their money to work back home. We help with NRE/NRO account guidance, KYC and the FEMA paperwork for your investments, so getting started is simple.
Get in Touch →Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
FATCA declarations, NRE/NRO investing, fund houses that accept US investors, PFIC/FBAR awareness
NRE/NRO investing, mutual fund SIPs, insurance for family in India
NRE/NRO investing, India–Australia tax treaty (DTAA), repatriation from NRE
Remittances to NRE/NRO, mutual fund SIPs, insurance for dependants in India
NRE/NRO investing, India–UK tax treaty (DTAA), remittances to India
FATCA/CRS declarations, NRE/NRO investing, fund houses that accept Canadian investors
NRE/NRO investing, India–Singapore tax treaty (DTAA), online onboarding
Wherever you live, we help you invest in India
Investments are made through the NRE/NRO routes the Foreign Exchange Management Act allows, within its repatriation limits.
NRE/NRO account operations follow RBI Master Circular. Repatriation of up to USD 1 million per financial year for NRO accounts.
US-based and other NRI clients complete FATCA/CRS declarations as required by Indian mutual fund regulations. US taxpayers: Indian mutual funds are generally treated as PFICs under US tax rules (Form 8621), and Indian accounts may need FBAR and Form 8938 reporting. This is general information, not tax advice — please speak to a US tax professional.
India has DTAA treaties with 90+ countries. With a Tax Residency Certificate, DTAA relief may lower the tax deducted in India. Please confirm with a tax professional.
Important: Information on this website is for Non-Resident Indians and residents of India. It is not an offer, solicitation or advice to buy any product in any country where that is not permitted. Products are offered in India by fund houses and insurers regulated by SEBI and IRDAI, are not registered with regulators outside India, and are available only where local laws allow. Please check the rules of your country of residence, including tax rules such as PFIC for US taxpayers, before investing.
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