Invest in India's Growth Story with Absolute Clarity
Invest in India's Growth Story with Absolute Clarity
Specialized portfolio management and cross-border investment solutions for Non-Resident Indians across the GCC, Singapore, UK, Europe, US, and beyond. Designed to navigate taxation, currency repatriation, and high-conviction opportunities seamlessly.
Why Managing India Investments from Abroad is Challenging
While India presents one of the most compelling long-term economic compounding opportunities globally, NRIs frequently encounter operational, tax, and allocation pitfalls when managing assets remotely.
Sub-Optimal Asset Allocation
Many NRIs keep substantial capital parked in low-yielding NRE/NRO fixed deposits (failing to beat inflation post-tax) or illiquid physical real estate that creates tenant friction and heavy repatriation barriers.
TDS & Complex Double Taxation
NRIs face mandatory Tax Deducted at Source (TDS) at peak rates (up to 20% or 30%) upon redemption. Without proper DTAA structuring and Form 10F/TRC filing, investors end up paying double tax across jurisdictions.
KYC, PIS & Regulatory Friction
Opening demat accounts, In-Person Verification (IPV), FATCA/CRS declarations, and managing NRE vs. NRO bank accounts across different time zones is time-consuming and prone to institutional delays.
Institutional-Grade Products for Global NRIs
We provide access to India's leading wealth vehicles, filtered through rigorous quantitative due diligence, risk-adjusted metrics, and tax efficiency.
Portfolio Management Services (PMS)
Direct equity ownership in high-conviction portfolios managed by India's premier fund managers. Ideal for NRIs seeking concentrated exposure to structural themes (Manufacturing, Digital Consumption, Capital Goods, Financialization).
- Shares held directly in client's individual NRI Demat Account
- Transparent performance tracking with periodic fund manager interaction
- Full repatriation of capital and capital gains via NRE accounts
Alternative Investment Funds (AIF)
Sophisticated private equity, venture debt, pre-IPO, and long-short hedge fund strategies. Access private market alpha and institutional alpha unconstrained by daily public market volatility.
- Category II: Private Equity, Venture Growth, and Pre-IPO Memos
- Category III: Long-Short and Market Neutral Absolute Return funds
- Pass-through tax benefits for Category II domestic vehicles
GIFT City IFSC USD Portfolios
Invest directly in Indian equities and global assets in USD ($) through Gujarat International Finance Tec-City (GIFT City). Eliminates INR currency conversion friction and domestic Indian tax filings.
- Zero Capital Gains Tax in India on offshore IFSC investments
- No need for Indian PAN or domestic income tax return (ITR) filing
- Frictionless USD inward and outward wire settlement
Tax-Efficient Mutual Funds
Curated portfolio of active large-cap, mid-cap, flexi-cap, and hybrid mutual funds. Structured via NRE/NRO accounts for seamless compounding with automated rebalancing.
- High liquidity with T+2 working day redemption credit
- Specialized fund house selection accepting US/Canada NRI mandates
- Quarterly portfolio health checkups and risk reviews
Services We Provide to Global NRI Clients
We take care of the heavy lifting so you can focus on building generational wealth without geographic boundaries.
NRI Onboarding & KYC Support
Complete digital coordination for PAN application, CKYC/KRA updates, FATCA/CRS compliance, and Demat/Trading account setup.
NRE / NRO Account Guidance
Guidance on structuring fund flows across Non-Resident External (NRE - fully repatriable) and Non-Resident Ordinary (NRO) accounts.
Tax Treaty & TDS Optimization
Tax Deducted at Source (TDS) advisory, Form 15CA/CB support, and DTAA benefit structuring to minimize cross-border tax drag.
Portfolio Architecture & Rebalancing
Quarterly risk audits, asset allocation rebalancing, and fund manager due diligence reports delivered directly to your portal.
GIFT City Offshore Structuring
Direct onboarding onto USD-denominated IFSC funds with zero domestic Indian capital gains tax for non-resident investors.
Multi Time-Zone Relationship Desk
Dedicated wealth advisors available to coordinate across Gulf Standard Time (GST), Singapore Time (SGT), GMT, and EST.
The Strategic Advantage of Investing in India Today
India is poised to become the world's 3rd largest economy, driven by deep demographics, physical infrastructure capex, and manufacturing digitization.
Macro Compounding Alpha
India's corporate earnings growth is outperforming emerging market peers. Equities have historically delivered 12% - 15% CAGR across multi-cycle horizons.
World-Class Regulatory Safety
Supervised by SEBI and RBI with T+1 settlement cycles, segregated demat asset custody, and transparent disclosure requirements.
Currency-Hedged Wealth Creation
Real economic growth in India comfortably outpaces the INR/USD historical depreciation (approx. 2.5%-3.0% p.a.), generating substantial net real USD returns.
Speak With an Aureva Cross-Border Consultant
Schedule a confidential, non-binding discussion to structure your India portfolio across PMS, Cat II/III AIFs, GIFT City IFSC USD funds, or tax-efficient mutual funds.