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Investment Opportunities For NRIs In India

Get expert guidance to steer the Indian stock market with confidence

Minimum Investment for PMS : ₹50 Lakhs
Minimum Investment for AIF : ₹1 Crore

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Exclusive Investment Opportunity For Non-Resident Indians (NRIs)

Are you an NRI looking to capitalize on India’s booming economy? With substantial Foreign Direct Investment (FDI) driving growth, India offers a wealth of investment opportunities. As an NRI who has spent more than 182 days outside India in the financial year, you can take advantage of these opportunities without being taxed on your foreign income. At AIF & PMS Experts, we make NRI investing seamless and rewarding.

Why Invest In India?

Expansive Market Opportunities

India boasts a massive market with over 1.4 billion people, offering a substantial consumer base across diverse industries. As the world’s largest democracy with a stable government, India provides a solid foundation for economic growth, making it an appealing choice for investors.

Tax Benefits

Investing in India offers Non-Resident Indians (NRIs) a range of tax advantages. These include reduced tax rates on capital gains, dividends, and interest income. Additionally, the Double Taxation Avoidance Agreement (DTAA) between India and various countries ensures that NRIs do not face double taxation on their investments. This agreement simplifies the tax process and enhances the attractiveness of investing in India's dynamic market.

NRI Eligibility Criteria For AIF And PMS Investments In India

Investment Thresholds

For Independent and Angel-Supported NRIs: For NRIs looking to invest independently, a minimum investment corpus of ₹20 crores is required. However, if the investment is supported by angel investors, the minimum corpus drops to ₹10 crores. The sponsor or manager must maintain a continuous stake of either ₹5 crores or less than 2.5% of the initially invested corpus. Each investment scheme is capped at a maximum of 1,000 investors.

Essential Accounts for NRIs

Demat, Trading, NRE, and NRO: To participate, NRIs must have a Demat and trading account. Additionally, holding a Non-Resident External (NRE) account or a Non-Resident Ordinary (NRO) account is crucial. An NRE account, which is tax-free, is used for parking foreign earnings, while an NRO account, subject to tax deduction at source (TDS), is used for income earned within India.

Performance of INVasset Growth Fund over the last 3 years in Navigating Volatile Markets

*Data as of June 2024

Product - AMC	1 Month	3 Month	6 Month	1 Year	2 Years	3 Years	Inception
INVasset Growth Fund Inc Date : Jan-20	13.11%	22.83%	35.85%	117.25%	73.87%	36.95%	44.15%
S&P BSE 500 TRi	7.05%	11.66%	16.68%	38.28%	30.91%	19.94%	21.91%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

How To Identify Companies In Early Stage?

Speaker – Mr. Sunil Singhania (Founder & Abakkus Asset Management)
Host – Vikas Agrawal (AIF & PMS Experts India Pvt Ltd.)

NRI Investment Pathways Explore AIFs and PMS in India

Explore lucrative investment opportunities in India with Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS). As the Indian economy grows, NRIs can capitalize on these avenues tailored to their needs, supported by specialized services from banks and advisory firms. Discover how AIFs and PMS can optimize your investment journey.

Investing in Portfolio Management Services (PMS)

PMS require a minimum corpus of ₹ 50 Lakh. PMS provides tailored investment strategies that align with your individual financial goals and risk profile, making it ideal for those seeking customized plans. It offers transparency and control by allowing direct ownership of securities, enhancing clarity and involvement in your investments. Professional money managers oversee and optimize your portfolio, perfect for investors who prefer expert guidance. PMS also offers flexibility to adjust strategies in response to market changes and aims to balance risk and return to match your risk tolerance, ensuring a well-rounded investment approach.

Investing in Alternative Investment Funds (AIF)

AIFs, requiring a minimum corpus of ₹1 crore, offer a diverse range of unconventional investment options, allowing for tailored portfolios based on individual preferences and risk appetites. They unlock unique, high-yielding opportunities and employ innovative strategies for potential high returns, especially for those with a high-risk tolerance. AIFs adapt to changing market conditions, enabling proactive management and rebalancing. Strategic risk management helps investors align their risk exposure with their goals and risk tolerance.

Explore Our Services Beyond AIF & PMS Tailored Plans For Wealth Protection and Growth

Family Office

We offer tailored strategies to meet your unique financial needs, focusing on maintaining and growing your family's wealth for current and future generations through sustainable investment plans and a holistic approach to managing your financial resources.

Family Office

Estate Planning

We partner with you to create a personalized financial plan, optimizing for tax efficiency and maximum savings, ensuring a smooth wealth transfer to your loved ones, and addressing all aspects of your financial situation for a comprehensive strategy.

Estate Planning

Trust Formation

We provide professional support to navigate the complexities of trust creation, tailoring the trust to align with your long-term aspirations and personal values, and offering thorough assistance throughout the process to ensure a trust structure that reflects your goals.

Trust Formation

Taxation Consultancy

We offer expert tax management through our empaneled Chartered Accountant, providing tailored strategies to identify tax-saving opportunities, optimize your tax position, and help you retain more of your hard-earned wealth.

Taxation Consultancy

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-Driven Returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Frequently Asked Questions

How do INVasset buy the stocks?

INVasset buys the stocks using the INVasset AAID algorithm. The strategy we follow:

The Deep Discount Sale
The Trend Setters
The Safety Shells
The Shining Stars

Why INVasset PMS?

Here are the reasons you have to choose INVasset PMS:

More than 30 years of experience
No Human Bias
Award Winning Strategy
Skin in the game
Extensive back testing

Who is the fund manager of INVasset PMS?

Mr. Anirudh Garg & Mr. Rajnish Garg are the fund managers of INVasset PMS

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com.