Mutual Fund Distribution
Regular-plan mutual fund transactions across leading AMCs, executed and tracked in one place.
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Investing in India from abroad is entirely possible. It is the documentation, not the investing, that trips people up.
Non-resident Indians can invest in Indian mutual funds subject to the rules of each AMC and of their country of residence. The account you invest from determines what happens later: an NRE folio generally supports repatriation of proceeds, while an NRO folio is used for income earned in India and has different repatriation rules. Getting this right at folio creation saves years of difficulty.
We handle the formalities from this end: KYC with in-person verification alternatives accepted for NRIs, FATCA and CRS declarations, tax residency details, and the bank mandates linked to your NRE or NRO account. Redemption proceeds are credited only to your own registered account, and tax is deducted at source on NRI redemptions as required by law.
Please note that several AMCs restrict or decline investments from persons resident in the United States and Canada owing to FATCA compliance requirements. We will tell you upfront which schemes are open to you rather than after an application is rejected.
Every item below is execution or servicing work carried out on your instructions.
Some AMCs accept investments from US and Canada-resident NRIs with additional declarations, and many do not. We will confirm the current position of each AMC before you apply.
Yes. TDS applies to NRI redemptions at rates specified under prevailing tax law, and the applicable Double Taxation Avoidance Agreement may affect your final position. Please consult a tax professional in both jurisdictions.
Your residential status must be updated with the AMC and your bank, and folios are re-designated accordingly. We handle that update for you.
Regular-plan mutual fund transactions across leading AMCs, executed and tracked in one place.
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Company and bank fixed deposits with published rates, tenures and interest payout modes.
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Start, modify, pause or step-up systematic investment plans with paperwork handled for you.
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Talk to us about the schemes on our platform, the paperwork involved and how transactions are placed. No obligation, no charge to you.
Begin a goal-linked Systematic Investment Plan from ₹1,000 a month. Sit with us for a free, no-obligation conversation — at our Konnagar office or over a call.