Mutual Funds and Investments

Help NRIs manage, sell, or transfer their mutual fund investments and repatriate proceeds to their foreign accounts.

Problem Addressed:

Tax implications, TDS compliance, and documentation requirements make managing investment proceeds a complex process for NRIs.

1. Investment Review:
Assess existing mutual fund holdings and applicable tax implications.
2.Liquidation:
Facilitate redemption of mutual fund units.
Compute and ensure deduction of TDS on capital gains.
3. Tax Filing and Refunds:
File income tax returns to report investment income and claim eligible refunds.
4.Repatriation of Proceeds:
Prepare necessary compliance documents (Form 15CA/CB) and transfer proceeds to the NRI's foreign account.

Discover how we make NRI transactions simple, secure, and stress-free.