An overview of the Portfolio Investment Scheme for NRIs
Rohan: I logged into my trading app, saw ‘PIS quota’ and panicked. Is this another tax trap? Veda: Not a trap, Rohan. PIS is...
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Investing in India
India Investment Funnel
Explore the practical steps for investing in India as an NRI or returning Indian, from account access and KYC to investment taxation and portfolio decisions.
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Start with the questions that matter.
Clear, source-aware explainers to help you understand the rules and identify what to verify for your situation.
- 01 Mutual funds and NRI KYC
- 02 PIS and stock-market access
- 03 Capital gains and dividends
- 04 Investment accounts and planning
Investment access and tax treatment can depend on residency, country of residence, product, and provider. This material is educational, not investment advice.
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Questions to ask before opening an NRI investment or trading account
Imagine you’ve just landed back in Mumbai after a stint in Dubai, and your cousin’s WhatsApp group is already buzzing: “Did you open that...
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How Indian mutual fund capital gains may be taxed for NRIs
Non-resident Indians (NRIs) who invest in Indian mutual funds should understand how capital gains may be taxed in India. This article provides an overview...
Read guideAn overview of the Portfolio Investment Scheme for NRIs
Overview of the Portfolio Investment Scheme (PIS) The Portfolio Investment Scheme allows Non‑Resident Indians (NRIs) to buy and sell equity shares and convertible debentures...
Read guideNRI mutual fund KYC: documents and steps to verify with the fund house
For Non-Resident Indians (NRIs), investing in Indian mutual funds is a popular way to stay connected to the domestic economy, but it involves navigating...
Read guideAn overview of the Portfolio Investment Scheme for NRIs
Introduction The Portfolio Investment Scheme, commonly known as PIS, is an RBI-regulated framework that allows Non-Resident Indians and Persons of Indian Origin to invest...
Read guideQuestions to ask before opening an NRI investment or trading account
Introduction Non‑resident Indians (NRIs) who wish to invest in the Indian capital markets must navigate a set of rules that differ from those applicable...
Read guideHow Indian mutual fund capital gains may be taxed for NRIs
Understanding NRI Mutual Fund Capital Gains As Non-Resident Indians (NRIs), investing in Indian mutual funds offers access to diverse asset classes and global market...
Read guideNRI mutual fund KYC: documents and steps to verify with the fund house
Non‑Resident Indians (NRIs) who wish to invest in Indian mutual funds must complete a Know‑Your‑Customer (KYC) process with each fund house (or through a...
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