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NRI Investment Services

Invest in India from wherever you live, with KYC and FEMA paperwork handled remotely.

Overview

NRI Investment Services

We serve investors across India and around the world. 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.

Some AMCs accept limited or no investments from residents of the USA and Canada due to FATCA-related requirements. We help you identify fund houses that accept investments from your country of residence.

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What's included

What we take care of

NRI KYC and FATCA / CRS declarations
Investments via NRE and NRO accounts
Information on AMCs accepting US / Canada residents
Repatriation and redemption support
Capital gains and TDS statements
Video-call based servicing across time zones

Process

How it works

Connect remotely

Call, WhatsApp or email from any country.

Complete NRI KYC

Passport, overseas address and FATCA details.

Invest via NRE/NRO

Funds routed from your Indian NRI account.

Track online

View holdings anytime on the portfolio app.

FAQs

Common questions

Can NRIs in the USA or Canada invest in Indian mutual funds?

Yes, but only in schemes of AMCs that accept such investments, usually with additional declarations. We can share the current list.

Is TDS deducted on NRI redemptions?

Yes. TDS applies on capital gains for NRIs as per prevailing tax laws. Relief under DTAA may be available; please consult a tax professional.

Can I repatriate my redemption proceeds?

Investments made through an NRE account are generally repatriable. NRO proceeds are subject to RBI limits and documentation.

Do I need to visit India?

No. KYC and transactions can usually be completed online or by courier.

Please note: Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Patni Investmart is a distributor and does not provide investment advice.