About Wealthsane:
Wealthsane is an AMFI Registered Mutual Funds Distributor & a Tax consultant run by a Chartered Accountant.

NRI Investment Services

Mutual funds offer NRIs an excellent way to invest in India’s stock market with strong long-term potential. Wealthsane helps you set up investments and manage taxation seamlessly. Contact us to get started

Benefits for an NRI investing in Mutual Funds

Growing economy

Indian economy will be one of the largest in the world. In that context, it is advantageous for an NRI to invest in a growing economy

Retirement

If you are thinking of coming back to India & retire here, investing early & with a goal will right track you for a secure retirement

Diversification

As an NRI having a geographically well-diversified financial asset protects you from downside & loss of returns

Deferment of taxes

Long-term equity investments defer your taxes until you redeem them. You don't pay any taxes on capital appreciation unlike Bank FDs.

More on NRI mutual Funds in India

Can NRI invest in Indian Mutual Funds?

Investors with residential status as NRI/OCI/PIO can easily invest in Indian mutual funds online, without the need for any physical visits. However, NRIs based in the USA & Canada may face restrictions, as some mutual funds require them to submit documents physically when they are in India.

Steps to start investing in Mutual Funds

1)An active Bank account is required, either NRE or NRO, both can be used for invesments.

2) One has to  mandatorily get the  KYC done, without KYC any type of investment is not possible, today an NRI KYC can be done completely online provided if all documents are available.

3) Once we have the KYC we can start investing 

List of documents required:

  1. KYC registration
  2. Passport & Pan card (Self attested)
  3. Address proof (Oversees address proof)
  4. Cancelled cheque of NRI/NRO account

   

Our Affiliation

Simplify your Financial Life.

Smooth year-end income tax filing & an investment plan that puts your hard earn money to work is all you need to ease your financial life. With us, by your side, the goal is halfway reached. Contact Us

Rounak Jain
Chartered Accountant

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