NRI
Living overseas often means dealing with different countries, currencies, regulations and financial systems. At Ikigai Capital, we provide NRI investors with access to information and investment opportunities related to India, supported by technology-enabled services.
We help NRIs stay connected with their India-related investments and
understand the options available to them, subject to applicable regulations.
Our services include:
An NRI’s investment options may depend on residential status, country of residence, applicable regulations, documentation and investment objectives.
Indian investment opportunities may include Mutual Funds, PMS and AIFs, subject to eligibility, regulatory requirements and product-specific conditions.
NRIs may also need to consider NRE/NRO accounts, repatriation rules, FATCA/CRS requirements, KYC and taxation. Requirements may vary depending on individual circumstances and country of residence.
Understand the requirements that may apply to your existing and future India investments.
Stay connected with your India investments while managing your global financial commitments.
Review the applicable investment and KYC requirements when your residential status changes.
Stay informed about investment-related matters concerning your family and assets in India.
Information and access to a range of Indian investment products, subject to applicable regulations.
Clear communication about products, processes, documentation and applicable requirements.
Convenient digital access to investment information and portfolio-related services.
Ongoing service support to help you stay connected with your India investments.
Understand the account structures and applicable requirements relevant to NRI investments.
Understand applicable rules for transferring eligible funds between India and your country of residence.
Additional reporting and documentation requirements may apply based on your country of residence.
Your KYC and investment-related requirements may change when your residential status changes.
Tax implications may arise in India and/or your country of residence. Tax treatment depends on individual circumstances and applicable laws.
Important: Ikigai Capital does not provide tax or legal advice. NRIs should consult appropriately qualified tax and legal professionals for advice relating to their specific circumstances.
Ikigai Capital aims to make access to India related investment information and services simpler for NRI investors, while maintaining transparency and clarity throughout the investment journey.
Investments are subject to market risks. Investors should carefully review applicable product documents, terms, conditions and risk factors before investing.
