Mutual Funds · PMS · GIFT City · AIF
Invest in India. Through the right wrapper, not just the right asset.
Vetted PMS, MFs, GIFT City funds and startup AIFs — NRI-eligible, FATCA-clean, with the tax wrapper picked first. Lead-based onboarding: SEBI-registered partner reaches out, no impulse-buy.
Portfolio Management Services (PMS)
Discretionary equity portfolios. SEBI-registered. ₹20L minimum.
- Quant / value / quality / arbitrage strategies
- Onboarding via NRO PIS or direct NRE route
- Quarterly performance reviews
- Capital-gain tax computation included
GIFT City — IFSC Funds
USD-denominated investing from a domestic Indian wrapper. $150K minimum.
- No STT, no LTCG (for non-residents on certain instruments)
- Global ETFs / single-name access in USD
- Indian regulatory wrapper (IFSC / SEZ)
- FEMA reporting handled
Startup AIFs
Curated early-stage syndicates. Accredited only. From $5K cheques.
- 3-5 deals per quarter via campus alumni networks
- Diligence pack per deal (no obligation)
- Section 54EE / Cat-II benefits where applicable
- Co-invest with experienced LPs
Mutual Funds for NRIs
ELSS · debt · hybrid funds. SIP from ₹5,000/mo. NRI-eligible AMCs only.
- AMCs that accept NRO/NRE-funded SIPs (US/Canada NRIs included)
- Tax-optimised across resident-status changes
- STP / SWP setup for systematic income
- Direct plan rebates passed through
Why lead-based, not buy-online
Investments deserve a 30-min call, not a checkout
Risk-profiling first
Wrapper choice depends on your residency, time horizon, FATCA status, and existing holdings. We map that before recommending.
SEBI-registered handoff
Every advisor we connect you with is SEBI-registered (or equivalent for GIFT City IFSC). KYC happens with them, not us.
Tax-aware onboarding
Right account (NRO / NRE / IFSC), right wrapper (PMS / MF / AIF), right tax treatment. One coherent recommendation.
Free calculators
Run the numbers before the call
Investment desk lead
Tushar Tibrewal
CA, DISA · Investment & Derivatives Expert · ACE Desk
"Protect capital first. Returns follow when risk is managed and rules are respected."
Frequently asked
Do I need a PIS account to invest?
Only for direct equity through a stockbroker. PMS, AIF, GIFT City, and most MFs route through NRO/NRE without needing a separate PIS account.
Are PMS gains repatriable?
PMS run on NRE funds is fully repatriable. PMS run on NRO is repatriable up to the FEMA $1M annual cap (via 145/146).
What's the minimum for SEBI-regulated PMS?
₹50L per the 2020 SEBI regulation, though some legacy PMS allow ₹20L. Below those thresholds, low-cost MFs are the right vehicle, not PMS.
What is GIFT City and why does it matter?
GIFT IFSC is India's offshore financial zone. Funds run there are tax-efficient (no STT, favorable CG treatment for non-residents) and let you invest globally without leaving the rupee — fully Indian-regulated but USD-denominated.