— NRI Investment Services
NRI Investment Services in ThaneYour Career Is Global. Your India Growth Continues.
Our NRI Investment Services help you keep the mutual fund side of that connection organised, from onboarding and SIPs to transactions and ongoing servicing. We help simplify the process by keeping documentation, communication and investment-related requirements clear. This allows you to stay connected with your financial goals in India, even while living abroad.
AMFI
Registered Mutual Fund Distributor
NRI
Focused Investment Support
Support
Ongoing Portfolio Servicing
Why Keep India in Your Investment Picture?
Your financial goals may still have a strong connection to India, even when your life and career are global. Supporting parents, planning children’s education, buying a home, or preparing for a future return can influence how your investments are planned.
Different Investment Options for NRIs in India serve different goals. The right choice depends on your purpose, timeline, and risk level.
- — Connect each India investment to a clear financial goal
- — Consider when the money may be required
- — Choose investments based on purpose and timeline
- — Review whether existing investments still match your goals
- — Give each investment a distinct role in your overall portfolio
What Are You Seeking?
01
More Choice for Your India Money
Explore how NRI Mutual Fund Investment and SIP Investment for NRIs can support your long-term financial goals, build wealth systematically, and strengthen your investments in India.
02
Less Cross-Border Confusion
Keep your NRE Account, NRO Account, KYC, mutual fund transactions and possible Repatriation of Funds better organised for smoother investment management, documentation and future financial decisions.
03
A Clearer Purpose for Every Investment
Your family, education, return to India and retirement may require different approaches. NRI Investment Planning starts by aligning each goal with its purpose, timeline, existing investments and Asset Allocation.
04
Tax Awareness Without Guesswork
Taxation can be part of the NRI investment conversation too. Keep NRI Tax Planning and Tax-Efficient Investing in view, while confirming personalised tax treatment with a qualified tax professional.
ONE INVESTMENT. TWO COUNTRIES. FOUR QUESTIONS.
Living abroad can make an India investment slightly different from a purely domestic one. Before the fund name enters the conversation, four questions can bring much more clarity
1. Where is the money coming from?
Is the investment being made through an NRE Account or NRO Account, and how will the funds be managed efficiently over the long term in India?
2. What is the money meant to do?
Family needs in India, child education, a future return to India, retirement or another long-term financial goal you want to plan and build towards over time?
3. When may you need it?
The time horizon and liquidity requirement can influence how the investment is viewed and how well it aligns with your financial goals.
4. Where may the money eventually need to go?
If the money may later be required overseas, Repatriation of Funds and relevant tax considerations should not be left until redemption day.
HOW WE HELP YOU KEEP THE INDIA SIDE SIMPLE
Understand
We first understand your India-related goals, mutual fund holdings, NRI banking setup, priorities and investment time horizon. We also consider the purpose of your investments and how they fit into your broader financial plans.
Review
We review your existing mutual fund portfolio to understand how your investments are currently structured, where they fit within your overall portfolio and what financial goals they are intended to support.
Facilitate & Support
We facilitate eligible Regular Plan mutual fund investments, SIPs, redemptions, switches, bank updates and ongoing investment servicing, while helping keep the process organised and easier to manage over time.
Your India Investments, Kept Simple. Aligned With Your Goals.
Different Country. Indian Roots.
Keep Your Mutual Fund Journey Connected.
Different country, Indian roots-your financial connection to India can continue even while you live abroad. We help you keep your mutual fund investments organised, serviced and aligned with your changing goals, time horizon and financial priorities in India.
Hexo Wealth Associates LLP
Mutual Fund investments are subject to market risks, read all scheme related documents carefully
FREQUENTLY ASKED QUESTIONS
Yes. NRI Mutual Fund Investment is permitted subject to applicable FEMA rules, KYC requirements and the operational requirements of the concerned mutual fund. RBI permits NRIs and OCIs to invest in units of domestic mutual funds on repatriation and non-repatriation bases through the prescribed banking routes.
That depends partly on the source of the money and whether Repatriation of Funds may be important later.
An NRE Account is generally used for eligible overseas funds and provides repatriability subject to applicable rules. An NRO Account is generally used for legitimate Indian receipts and has different repatriation conditions. Your bank can confirm the appropriate account treatment for your specific situation.
In many cases, SIP Investment for NRIs can continue once the investor’s residential status, KYC details, bank account and mandate are appropriately updated, subject to the concerned AMC and operational requirements.
Do not assume that an SIP created while you were resident automatically needs no changes after your status changes.
Hexo Wealth is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser. We therefore do not offer Financial Planning for NRIs as an investment-advisory service. We support NRIs with mutual fund distribution, transaction facilitation, servicing and understanding mutual fund options based on their stated goals, horizon and risk profile.
AMFI’s nomenclature guidance specifically requires MFDs not to hold themselves out using terminology reserved for registered investment advisers.
No. NRI Tax Planning is not offered by Hexo Wealth as a tax-advisory service.
Tax treatment can vary based on residential status, investment type, holding period and individual circumstances. We can help organise the mutual fund transaction information, while tax advice should be taken from a qualified tax professional.
For NRI Retirement Planning, first separate the retirement question from the product question.
Think about where you may retire, when the money may be required, how much is already earmarked in India and overseas, and what expenses may eventually be in rupees. The mutual fund portion can then be considered separately based on your stated horizon and risk profile