For Non-Resident Indians
Helping NRIs, PIOs, and OCIs invest in India's growth story — with complete FEMA compliance, paperless onboarding, and tax-aware execution, wherever you live.
Why Partner With Us
Allocation across mutual funds and debt avenues matched to your goals and timelines — wherever in the world you're planning from.
Remote digital KYC and video verification — no physical trip to India required to get started.
Clear guidance on NRE, NRO, and FCNR account structures for moving capital across borders smoothly.
Straightforward explanations of RBI/FEMA rules, FATCA/CRS reporting, and DTAA benefits — in plain language.
Tailored For You
| Solution | Focus Area | Key Benefit |
|---|---|---|
| Cross-Border SIPs & Mutual Funds | Wealth Accumulation | Invest directly in INR-denominated equity & debt funds. |
| NRE / NRO Portfolio Management | Repatriable & Non-Repatriable Funds | Clear separation and tracking of India-earned vs. foreign-remitted income. |
| Retirement & Estate Planning | Post-Retirement Security | Structured income planning for overseas living or returning to India. |
| Child's Global Education Fund | Long-Term Savings | Systematic, goal-based savings for foreign or domestic education. |
Getting Started
We review your goals, risk appetite, and tax residency status remotely.
Complete paperless NRI mutual fund KYC using your overseas address and NRE/NRO accounts.
Get a goal-based plan configured for currency and tax efficiency.
Monitor and transact online from anywhere via the FundzBazar portal.
Common Questions
Yes. With 100% digital KYC and online onboarding platforms like FundzBazar, you can initiate and manage your investments entirely online from your country of residence.
Yes. Investments made on a repatriable basis require an NRE (Non-Resident External) account, while non-repatriable investments can be funded via an NRO (Non-Resident Ordinary) account.
Capital gains tax rules for NRIs are broadly similar to those for resident investors, with tax deducted at source (TDS) applicable at the time of redemption. You may also be able to use a Double Taxation Avoidance Agreement (DTAA), where applicable, to avoid being taxed twice on the same income — this depends on your country of residence, so it's worth checking your specific situation.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Dhana Sankalpa Wealth Management proprietor is an AMFI-registered mutual fund distributor (ARN: 89248), and earns a standard commission from Asset Management Companies (AMCs) on transactions executed through us, in accordance with AMFI norms. This does not affect the price you pay. We do not guarantee returns. Past performance is not indicative of future results.
The financial plan provided is prepared based on information shared by you and is intended for guidance purposes only. It does not constitute investment advice under the SEBI (Investment Advisers) Regulations, 2013. Actual outcomes may vary depending on market conditions, personal circumstances, tax laws, and other factors beyond our control. Dhana Sankalpa Wealth Management is a mutual fund distributor and not a SEBI-registered investment adviser. Clients are advised to read all scheme-related documents and consult a qualified financial or tax adviser before making investment decisions.
