FundsIndia is an online investment platform that provides value-added services for investors. Once you register with us, and open an account, you will be able to transact, view and manage your investments in one place at FundsIndia. But, before you proceed, please read the rest of the page for what you need to become an account holder with us. Please contact us if you have any questions or need anything to facilitate your investments.
First, we would like to let you know that this enterprise FundsIndia was founded by a team of people who themselves were NRIs for a significant part of their lives. So, we fully understand what it means to be an NRI who wants to invest in India, especially the lack of clarity about the process involved and the documents required. Hence, this note.
There are a few things that you would need to invest in Mutual Funds in India. Every one of these are obtainable, and we will help you along the way with any assistance you might need.
Here is the list of what you need.
What you need | What it is | What document we need as proof | What if you don't have it |
A PAN Card | A personal account number card, used by the income tax department and other financial service houses as identification | A self-signed photocopy of the PAN card | You can easily apply for one online, by visiting the site https://tin.tin.nsdl.com/pan/index.html |
KYC Verification | A registration process to be completed for the purposes of preventing money laundering | None, we will verify your KYC compliance in the central database with your PAN number | We will complete the process for you if you send us a completed application form (we will send you an application form). Please see below for supporting documents required for this purpose. |
An NRE/NRO account | Account with an Indian bank that is either repatriable or not | Either a cancelled check or a recent account statement for this account | This will help you transact with us. |
A foreign address | Your current foreign address | A self-signed photo-copy of a utility bill (phone/electricity), driving license with address etc. | We need this. |
An Indian passport | A self-signed photo-copy of the passport | We need this. |
If you are a Foreign citizen (holding a foreign passport),If you hold an PIO or OCI card, we will need, in addition to the documents above,
NRI Documents Checklist for KYC application
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You have a lump sum in hand and you wish to invest in equity funds. However, you have heard a lot of talk about investing in equity funds through SIPs. So, what do you do?
Axis Birla Sun Life BNP Paribas BOI AXA Canara Robeco Deutsche DSP BlackRock Edelweiss Franklin Templeton Goldman Sachs HDFC HSBC ICICI Prudential IDBI IDFC IIFL Indiabulls JM Financial JPMorgan Kotak Mahindra L&T LIC Nomura Mirae Asset Motilal Oswal Peerless PPFAS Pramerica Principal Quantum Reliance Religare Invesco SBI Sundaram Tata Taurus UTI
Tax Saving Funds, Diversified Funds, Large-cap Funds, Mid & Small cap Funds, International Funds, Sector Funds, Balanced/Equity-oriented Funds, Liquid Funds, Short-term Funds, Gold Funds
Bajaj Auto Ltd, Jindal Steel & Power Ltd, Ntpc Ltd, Maruti Suzuki India Ltd, Tata Consultancy Services Ltd, Tata Power Co.Ltd, Oil And Natural Gas Corporation Ltd, Hero Motocorp Ltd, Tata Motors Ltd, Itc Ltd, Gail (India) Ltd, Mahindra & Mahindra Ltd, Icici Bank Ltd, Dr.Reddys Laboratories Ltd, Tata Steel Ltd, Wipro Ltd, State Bank Of India, Sun Pharmaceutical Industries Ltd, Hdfc Bank Ltd, Hindalco Industries Ltd, Hindustan Unilever Ltd, Larsen & Toubro Ltd, Infosys Ltd, Housing Development Finance Corp.Ltd, Coal India Ltd, Bharti Airtel Ltd, Bharat Heavy Electricals Ltd, Cipla Ltd, Reliance Industries Ltd, Sesa Goa Ltd
FundsIndia.com is India's first and leading online investment platform. Here, you can get access to a wide array of investment products like mutual funds in India, equities, corporate deposits, 24 Karat gold, insurance and more.
Besides this, FundsIndia.com also offers several value-added services like FREE Financial Partner services, Flexible SIPs for mutual funds, Smart Solutions for important life goals, trigger-based investing, and so much more. Opening an account with FundsIndia.com is easy and FREE, with your account being valid for life.
FundsIndia.com does not restrict its services to just investors in India; NRIs can also take full advantage of the investment platform to buy mutual funds in India, open a demat account, buy shares online, and do so much more to take advantage of India's growth story. FundsIndia also offers dedicated Financial Partner services to NRI customers over Skype, email and chat.
FundsIndia.com is a safe and secure platform. It has been registered with entities such as the Association of Mutual Funds in India (AMFI), the Bombay Stock Exchange (BSE), the Credit Information Bureau Limited (CIBIL), the Central Depository Services Limited (CDSL), and the Central Insurance Repository Limited (CIRL).
Through FundsIndia's secure online investment environment, investors can choose from top-performing mutual funds with high NAVs offered by 38 leading mutual fund companies in India, get access to stocks and equities offered at the BSE, and invest in tax-saving ELSS funds at just the click of a few buttons.
Opening an account with FundsIndia is simple and FREE, with your FundsIndia account being valid for life! This is why FundsIndia is widely known to be the smartest way to invest in mutual funds and more for FREE! Sign up today!