Portfolio Investment Services (PIS) for NRIs

Invest in Indian Equity Markets with Confidence

The Portfolio Investment Scheme (PIS) enables Non-Resident Indians (NRIs) to invest in Indian stock markets in accordance with regulations issued by the Reserve Bank of India and Securities and Exchange Board of India.

Through a designated NRI investment account, investors can buy and sell shares listed on Indian stock exchanges while remaining fully compliant with applicable regulations.

Our Services

Account Opening Assistance

  • NRE/NRO Bank Accounts
  • Demat Account Opening
  • Trading Account Setup
  • PIS Compliance Guidance (where applicable)

Investment Advisory

  • Equity Portfolio Construction
  • Long-Term Wealth Creation Strategies
  • Dividend Income Planning
  • Sector Allocation Guidance
  • Risk Assessment

Tax & Compliance Support

  • Capital Gains Computation
  • Income Tax Return Filing
  • DTAA Assistance
  • Repatriation Guidance
  • TDS Compliance Support

Portfolio Monitoring

  • Periodic Portfolio Reviews
  • Performance Reporting
  • Rebalancing Recommendations
  • Market Updates

Why Choose Us?

NRI-Focused Expertise

Specialized understanding of NRI investment regulations and tax implications.

Integrated Tax & Investment Solutions

Investment planning combined with tax-efficient strategies.

Personalized Advisory

Customized portfolios based on risk profile, goals, and investment horizon.

Transparent Reporting

Regular updates and performance reviews.

Who Can Benefit?

  • NRIs seeking exposure to Indian equities
  • Overseas Indians building long-term wealth in India
  • Professionals working in the Gulf, Europe, UK, USA, Canada, Singapore, and Australia
  • Families planning inter-generational wealth transfer

Frequently Asked Questions

Can NRIs invest in Indian shares?

Yes, NRIs can invest in Indian stock markets subject to applicable regulatory requirements.

Can profits be repatriated abroad?

Yes, subject to applicable banking and regulatory provisions.

Do NRIs need a Demat account?

Yes, a Demat account is generally required for investing in listed securities.

What are the tax implications?

Tax treatment depends on the nature of income, holding period, residential status, and treaty benefits, if any.