NRI Investing Basics – Mutual Funds, PMS, AIF & Tax (2025)

For Non-Resident Indians (NRIs), 2025 is a great time to invest in India. With simplified FEMA processes, you can grow wealth across multiple options:

Where to Invest

• Mutual Funds: Start SIPs via NRE/NRO accounts.
• PMS (Portfolio Management Services): Professional, goal-aligned portfolios for HNIs.
• AIF (Alternative Investment Funds): Access to private equity, venture capital, and other alternatives.
• Bonds & FDs: Diversify with predictable income sources.

Tax & Compliance

• Leverage India’s DTAA (Double Taxation Avoidance Agreement) benefits where applicable.
• Keep PAN, KYC, FEMA documentation up to date; use the right bank accounts (NRE/NRO).

> Summary: For NRIs, investing in India means growth with connection.

> Investment Mumbai offers compliant, transparent, and goal-driven solutions for global clients.

Quick Tips

• Define risk profile and investment horizon.
• Diversify between equity, debt, and alternatives.
• Review repatriation rules and taxation per asset.