NRI Zone

We have host of services available for our NRI customers. You can be assured of the best practices and high service standards from us while making your investments. We assist our NRI clients not only in the investment part but also take care of minute details in the transaction processing and documentation required for the transactions.

Our core competency lies in mutual fund advisory. We follow client need based advisory model after assessing your risk profile and investment objective.

Online Investment:

Online Valuation Reporting:

From any corner of the globe, you can view status of your India specific investments with just a click of the mouse through our online valuation-reporting module. As an investor we all invest in different avenues but keeping track of these investments is a challenging task. Our online valuation reporting system is designed by keeping this specific requirement in mind. Through our online reporting system you can get detail of all your India specific investments at just click of the mouse.

Online Mutual Fund Transaction:

Our strong technological platform allows you to transact online for your mutual fund investments. If you want to invest or redeem or switch between schemes, all transactions can be done online. Our online investment platform enables you to transact with complete safety and without any compromise on privacy. We have strict privacy norms & practices in place to protect customer information. Utmost care is taken to secure your Logon Information and other transaction details. All transmissions are secured with 128bit encryption that protects information from unauthorised access as it travels over the Internet.

Customer Service:

It is utmost important for you to keep yourself updated about current happenings in Indian financial markets and how mutual fund schemes are performing. We provide comprehensive monthly news magazine called “Fundz Watch” which carries all the needed information about mutual fund industry. “Performance Watch” is available on fortnightly basis, which reflects how schemes have performed over different time horizons. These reports are also available online.

PAN:   PAN Application Online

It is mandatory for all investors (including NRIs) to submit a copy of PAN card for all type of financial transactions. It stands for Permanent Account Number, which is ten-digit alphanumerical number issued by Income Tax Department of the Government of India. We assist all our NRI clients to comply with this requirement. We assure to provide you all kind of support and assistance in process of obtaining PAN.

PAN FAQs

KYC: Download KYC App. Form

For any investment of Rs.50000/- and above, it is mandatory for all investors to comply with “Know Your Client” requirement. Under the requirement of Prevention of Money Laundering Act, 2002, and the subsequent guidelines issued by the Securities and Exchange Board of India (“SEBI”) and Association of Mutual Funds in India (“AMFI”) it is mandatory for all investors to ensure compliance with the same. As per the law all mutual Funds are required to verify identity and maintain records of all their investors through the mandated Know Your Customer (“KYC”) process with effect from February 01, 2008. We stand by our clients and ensure that the process of obtaining KYC remains as smooth as possible.

KYC FAQs

NRE/NRO Bank A/C:

An Indian citizen or a foreign citizen of Indian origin who stays abroad for employment/carrying on business or vocation or under circumstances indicating an intention for an uncertain duration of stay abroad is a NON-RESIDENT INDIAN (NRI)

When a NRI wants to invest in Mutual Funds offered in India, it becomes mandatory for him to open an NRE / NRO /FCNR Bank Account . All Investment made into Mutual Fund ( offered in India ) by an NRI has to be made through his NRO / NRE / FCNR Bank Account.

Non-Resident (External) Rupee (NRE) account is a rupee account from which funds are freely repatriable. It can be opened with either funds remitted from abroad or local funds maintained in NRE/ FCNR accounts, which can be remitted abroad. The balance in the account is freely repatriable

Non-Resident Ordinary Rupee (NRO) account is a rupee account and can be opened with funds either remitted from abroad or generated in India. The amounts in such an account are generally non-repatriable. However, funds in NRO accounts can be remitted abroad subject to/as per various directives in force at the time of repatriation. More details can be found on the Reserve Bank of India (RBI) website

We help and assist our Investors in opening NRO/ NRE bank accounts.

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