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Are you an NRI looking to invest in India?
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- Personalised advisory for goal-based investing
- Balance between risk and return as per your investment profile
- Competitive and inflation-beating returns
- Periodic and regular portfolio monitoring and adjustments
- Comprehensive tax and regulatory compliance
Mutual Fund investment for NRIs
We help you choose Mutual funds as per your appetite
Low-risk appetite
Conservative Funds / Debt Funds
Moderate-risk appetite
Hybrid Funds / Index Funds / ETFs
High-risk appetite
Equity Funds / Sectoral Funds / Contrarian Funds
Portfolio Management Services for NRIs
Equity
+
Debt
=
A balanced NRI portfolio
High Growth
+
High Return product
=
A balanced NRI portfolio
Why should you trust us?
Graphics on returns generated by the company in the past, number of NRIs invested through the website and years of experience by the company.
10+
years of experience
100+
NRI clients served
₹100cr+
funds under management
What do we ask in return?
Your trust, patience, and documents
Documents for NRI Investment in India:
- Copy of self-attested PAN Card
- Copy of Passport (front and back page)
- Copy of Valid Foreign and Indian address proofs
- Investment cheque /cancelled cheque / latest bank statement from NRE or NRO Account
- Person of Indian Origin (PIO) / Overseas Citizen of India (OCI) certificates (if applicable
What do our Clients say?
FAQs
Where can I invest in India as a NRI?
Through Moat Wealth, NRIs can invest in mutual funds as well as avail of Portfolio Management Services (PMS). Moat PMS invests in a mix of equity and debt instruments to offer NRIs like you a balanced portfolio as per your risk profile and goals
Can I Invest in mutual funds or PMS via my regular bank account?
As per regulatory compliance, NRIs can invest in India only through their NRE or NRO accounts.
Do I need to open a demat account to invest as an NRI in India in mutual funds?
No, you do not need a demat account. You can simply log in to your Moat Wealth account on the website or app and start investing. Contact us to take you through the process
What is taxation for NRIs for mutual fund and equity investments?
Moat Wealth looks after taxation compliance for NRIs. I guess this is country-specific, so please research more, for example in UAE, investing in India can be Tax free
For mutual and PMS, NRIs need to pay 10% Tax Deducted at Source (TDS) for short-term investment. It is 10% for long-term NRI long-term equity investment.
For debt instruments TDS for short-term investment is 30% and for long-term (3+ years), 20% after indexation benefits. These taxes are applicable for Debt or Gold Funds at the time of redeeming units.
Do I need to pay taxes in India and my country too?
No, you do not pay double taxation thanks to the Double Taxation Avoidance Agreement treaties (DTAA). India has treaties with nations including the US and Canada which state that when NRIs pay taxes in India on investment, they can claim tax relief when filing taxes in those nations