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Tax implications on Mutual Funds for NRI: Different types of Mutual Funds are taxed differently   Equity Mutual Funds Taxation for NRI   In the case of equity mutual funds, any holding of less than one year will be termed as short-term, and selling of such investment will carry a short-term capital gain (STCG) of […]

Yes, NRIs can invest in Quant Mutual Funds on a full repatriation and non-repatriation basis. It is suggested to note that such an investment should adhere to the Foreign Exchange Management Act (FEMA) guidelines and will be subject to certain tax implications.   As an NRI, you can easily invest in Quant Mutual Fund by […]

Yes, Non-Resident Indians (NRIs) can purchase mutual funds in India. They can purchase and invest in both domestic and foreign mutual funds offered by the Asset Management Companies (AMCs). Do keep in mind that there are certain restrictions and requirements that NRIs need to abide by under the Foreign Exchange Management Act (FEMA) while investing […]

Yes, Non-Resident Indians (NRI) can invest in mutual funds from their NRE (Non-Resident External) bank account. NRE accounts are rupee-denominated, so NRIs can deposit and maintain his/her foreign earnings in India in rupees. NRIs can open an NRE account in the form of savings or a current bank account and invest in mutual funds via […]

Investing in mutual funds is a great way of wealth creation and portfolio diversification. Like resident Indians, NRIs can also invest in mutual funds in India. An NRI investor must fulfill KYC formalities before investing in mutual funds in India. Here is how an NRI can complete the KYC process to invest in mutual funds […]

For updating your mutual fund tax status as NRI, you need to opt for a KYC (Know your Customer) followed by the In-Person Verification(IPV).   Once you update your KYC, your NRI status will be updated for all mutual funds you have subscribed to. After that, you can use your NRO Account for investing in […]

A SIP or Systematic Investment Plan is a payment of a fixed amount made at regular intervals for any investment opportunity such as Mutual Funds, trading accounts etc.   SIP calculator for NRI To calculate the returns on SIP for your mutual fund investments you need the following data: Monthly Investment Amount Percentage of Returns […]

Yes. An NRI from USA can invest in Mutual Funds in India using their NRE/NRO accounts.   In order to invest in Mutual Funds, NRIs must be registered with a Registered Transfer Agents (RTAs). These RTAs maintain a detailed record of Mutual Fund Investors. There are a number of wealth management services and digital platforms […]

Online Mutual Fund KYC for NRI is a seamless online process through which NRIs can easily complete their KYC requirements for Mutual Funds by submitting the documents online and verifying them through In-Person Verification (IPV). Mutual Fund KYC through SBNRI App NRIs/ OCIs can download the SBNRI app to complete the KYC process seamlessly and […]

A SIP or Systematic Investment Plan is a payment of a fixed amount made at regular intervals for any investment opportunity such as Mutual Funds, trading accounts etc. NRIs are eligible to invest in SIP in India.     Is SIP Tax-Free in India? SIP is not tax free for NRIs. Different types of Mutual […]