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Why Should NRIs or Foreign Nationals of Indian Origin Invest In India?

• India is the fastest growing economy in the world. India is expected to become a USD 5 trillion Dollar economy (third largest economy) by 2025. Invest in the India story to participate the massive growth


• Booming Market Capitalization: The market capitalization of stock markets in India is still lower than the size of the economy. Across developed countries like USA, the market capitalization is actually much more than the size of the economy. This is expected to happen in Indian as well in the next few years. Create wealth for yourself by investing in Indian Companies.


• High Interest Rates: The interest rates in India are high. Risk averse investors can generate better returns in higher returns yielding Debt funds which are more tax efficient by investing money in Debt funds rather than keeping money in Fixed Deposits in indian banks.


• Stable Currency: The Indian rupee has remained stable in the last 5 years and has outperformed several other currencies compared to the US Dollar. Diversify and hedge your currency risks by Investing

Who can invest in Indian Mutual Funds

NRIs or Foreign nationals having a valid Pan Card and holding rupee designated NRE/NRO bank accounts can invest in Indian mutual funds.

What is the documentation required to Invest in Indian Mutual Funds for NRI Investors?

The following documents are required to invest in Mutual Funds in India:

• Pan Card Copy
• Passport Copy (Front and Back page)
• Foreign Address proof/ Indian Address proof (For ex: if passport has foreign address then provide Indian Address proof)
• Bank Proof (cancelled cheque or latest bank Statement from NRE or NRO Account)
• Person of Indian origin (PIO) or Overseas Citizen of India (OCI) certificates. This is only required for investors who are not Indian Nationals.