You want to manage and grow your money in India?
Get regulated investment options, transparent rules and professional guidance. Your investments stay linked to India while you continue living abroad.
Why Invest as an NRI
- Maintain financial connection with India and take part in India growth story.
- Create long-term wealth using regulated investment platforms
- Build assets for retirement, children’s future or inheritance
- Benefit from India’s long-term growth story
Come join us on this money journey. Let’s start building your tomorrow, today!.
Mutual Funds
Mutual funds give you a simple and flexible way to invest in India. Professional fund managers handle everything and you get access to equity, debt, hybrid and passive strategies.
Why NRIs Choose Mutual Funds:
- Regulated by SEBI
- Easy to start and monitor
- SIP option for disciplined investing
- No need to track markets daily
- Suitable for long-term wealth building
Investment Process
- Complete KYC using NRI or OCI documents
- Choose NRE or NRO bank account based on repatriation preference
- Select suitable funds based on goals and risk profile
- Track performance online or through our support
- Personalized guidance with regular portfolio reviews
Tax
- Tax depends on fund category and holding duration
- TDS applies for NRIs as per income tax rules
Ideal For
- Retirement planning
- Children’s education expense planning
- Long-term wealth building
Ready to Start Your Investment Journey
Contact us today to get started or ask any questions you might have. Your financial future is our priority..
Portfolio Management Services (PMS)
PMS is suitable for NRIs looking for a customised and professionally managed investment strategy.
It offers higher minimum investment size and personalised portfolio management.
Why PMS Works for NRIs?
- One-to-one investment strategy
- Higher transparency in holdings
- Customised asset allocation
- Dedicated research and portfolio review
Who It Suits
- NRIs with higher investible surplus
- Those who prefer personalised management
- Those looking for long-term equity exposure
Minimum Investment
- As per SEBI guidelines, PMS requires a minimum investment size (currently INR 50 lakh)
Benefits
- Active management
- Better control over taxation
- Portfolio decisions driven by research
Ready to take the first step
towards a more secure tomorrow.
Reach out out to us today to discuss your insurance needs or ask any questions you might have.
Your well-being is our priority..
GIFT City Funds
GIFT City gives NRIs a structured way to invest globally and into India. It works under the International Financial Services Centres Authority (IFSCA) and follows global standards.
What You Get
- Access to India-focused investments through IFSC fund structures (In-bound funds)
- Opportunity to invest globally from a regulated Indian centre (Out-bound funds)
- Foreign currency transactions (Dollar denominated products)
- Reduced compliance effort
Why It Helps NRIs?
- Single platform for global and India access
- Better tax framework compared to many offshore jurisdictions
- Easy account structure and reporting
- Transparent rules under IFSCA
Suitable For
- NRIs looking for India exposure
- NRIs wanting global diversification
- NRIs planning long-term wealth creation with jurisdictional benefits
Let’s work together to make sure your
money stays where it belongs-
in your pocket!
No matter what stage of your financial life your are in, we can help you make the most of what you have!