NRI Investment Services

Stay connected to India’s growth from anywhere in the world, with documentation, KYC and servicing handled for you.

06NRI Investment Services

Overview

NRI Investment Services

Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) can invest in Indian mutual funds through their NRE or NRO bank accounts, subject to FEMA regulations and AMC policies. We serve investors across India and around the world.

We help you complete NRI KYC, FATCA/CRS declarations and bank registrations, identify AMCs that accept investments from your country of residence (including the US and Canada, subject to AMC rules), and service your folios digitally.

NRI / OCI KYC and FATCA documentation
Investments via NRE / NRO accounts
Information on AMCs accepting US & Canada residents
Fully digital servicing across time zones

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What’s Included

How We Help

Worldwide Servicing

Digital onboarding and servicing wherever you live.

NRI KYC

Assistance with overseas address proof, passport, visa/OCI documents and in-person verification requirements.

NRE / NRO Routing

Investments and redemptions routed through the right account type as per FEMA.

US & Canada Residents

Information on AMCs that accept investments from these jurisdictions, with required declarations.

Tax Documentation

Statements to support TDS certificates and filings; repatriation rules depend on account type.

Remote Support

Phone, email and WhatsApp support for service requests.

Getting Started

Four Simple Steps

Connect

Call, WhatsApp or visit our Coimbatore office to discuss what you are looking for.

Get Onboarded

We help complete KYC, FATCA, nominee and bank mandate formalities — digitally.

Choose & Invest

You select schemes after reading the documents; we execute transactions accurately.

Track & Service

View holdings online and reach us for every service request along the way.

Please Note

Things to Know

Not all AMCs accept investments from residents of the US and Canada; additional declarations may apply.
TDS is deducted on capital gains for NRIs as per prevailing income-tax law. Tax treatment in your country of residence may differ.
Repatriability of proceeds depends on whether the investment was made from an NRE or NRO account.
Mutual fund investments are subject to market risks and currency fluctuations may affect value in foreign currency terms.

FAQs