Investing in India as an NRI
NRIs can invest in Indian mutual funds through NRE and NRO accounts, subject to regulations and documentation. We help with onboarding, paperwork and ongoing follow-up so the process stays simple from wherever you are.
Rules on repatriation and taxation depend on your residence and account type. Tax matters are coordinated with qualified professionals.
Three areas, one point of contact
Investment access
Helping you invest into suitable Indian financial products from your country of residence.
Accounts and repatriation
Guidance on NRE and NRO accounts, documentation and moving money to your country of residence.
Tax and compliance coordination
We help coordinate your tax and compliance needs by connecting you with qualified tax professionals for cross-border taxation and Indian return filing. We facilitate; we do not provide tax advice ourselves.
Five steps, kept simple
Conversation
We understand your goals in India and your timeline.
Documents
KYC, account and FATCA documentation guided step by step.
Account set-up
NRE or NRO routes explained, with the paperwork handled.
Invest
Options matched to your goal, with costs and risks shared up front.
Stay in touch
Reviews across time zones, with documentation support when needed.
Is this for you?
We work with NRIs across the world, from first-time investors in India to families managing a portfolio that has not been looked at in years.
- Earn abroad and want to participate in India’s long-term growth
- Have inherited property or assets in India and need direction
- Hold an existing Indian portfolio that has not been reviewed in years
- Plan to return to India and want to restructure beforehand
It may be right for you if
- You live abroad and want to invest in India
- You hold Indian investments that need structure
- You want paperwork handled without repeated trips
- You want one point of contact for your India finances
A first step
If this sounds like you, a clarity conversation is the easiest way to begin. About ten minutes, no pitch.
Book a Clarity CallCommon questions
Straight answers, in plain language.
Can I invest in mutual funds from abroad?
Most Indian mutual funds accept NRI investments, though NRIs in some countries may face restrictions with certain fund houses. We help you confirm eligibility before you proceed.
What about cross-border tax, such as double taxation?
Tax treaties between India and your country of residence can affect how your income is taxed. These matters are best handled by a qualified tax professional, and we can coordinate with specialists.
Do I need to file a tax return in India?
If you earn income in India above the applicable limit, you may be required to file an Indian return. We can connect you with a qualified tax professional. Masego does not provide tax advice directly.
Is my money safe when I invest from abroad?
Your investments are held in your own name in regulated instruments. We facilitate and guide; we do not hold your funds.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Returns are not guaranteed, and past performance is not indicative of future results. Masego does not provide tax advice. PMS and AIF are accessed only through duly registered providers.
Ready when you are.
Start with a clarity conversation. We listen first, and talk about products only if and when they make sense.