Invest in India from Australia.
In Sydney, Melbourne, Perth or elsewhere in Australia? We help you invest in India with clear goals, calls at your time and no jargon.
Who we help in Australia
We start with your goals, not a product: what you are investing for, when you will need it, and how much risk you can live with. AMFI Registered Mutual Fund Distributor: ARN 174062.
Professionals and skilled migrants
Building a life in Australia while keeping a strong link with India.
Families and parents of students
Saving for children's education, and looking after family and property in India.
Those planning to move back
Setting up India finances well before the return.
What to know as an NRI in Australia
NRE and NRO accounts
NRE for money you bring from Australia, NRO for income earned in India. We help you pick what fits each goal.
KYC as an NRI
Your KYC should show your NRI status and Australian address. We guide you through every document.
Repatriation
NRE funds can generally be repatriated, subject to rules. We explain what applies.
Your local rules
Australia has its own rules on overseas income and holdings. Tax rules depend on your country of residence. Please confirm the details with a tax professional there.
Calls that fit your day
We plan WhatsApp or video calls around your working hours in Australia.
How we work with you from Australia
Our office is in Margao, Goa. You do not need to be here. Call or message us on +91 83780 80888.
Message us on WhatsApp- 01A first callA short WhatsApp or video call at a time that suits you in Australia. We learn about your goals, your family and what you already hold.
- 02We check what is open to youYour residential status and country decide which accounts and fund houses you can use. We confirm this before any paperwork.
- 03Set-up from wherever you areNRE or NRO account, KYC updated to NRI status, and a clear list of documents. Most of it moves digitally.
- 04Invest and reviewA plan linked to your goals, with regular reviews over video. Your family in India can be part of the conversation.
Questions from NRIs in Australia
Many NRIs in Australia can, with an NRE or NRO account and an updated KYC. Which fund houses accept you depends on your country, so we check first.
Not really. Documents move digitally and we talk over video. We tell you at the start exactly what is needed.
A tax professional in Australia. Tax rules depend on your country of residence. Please confirm the details with a tax professional there.
NRE holds money you earn abroad and bring to India, and can generally be taken back abroad. NRO holds income earned in India, like rent, and has conditions on repatriation. We help you use each for the right goal.
Not usually. Much of the process can be done with digital documents and video calls from Australia. We tell you exactly what is needed before you begin.
Read and try next
Where else we help NRIs
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully. We do not promise returns.
Your next step
Turn this number into a plan you can act on.
Walk through your result with Manalee Verneker, our founder. No jargon, no obligation.
Talk to our financial expertWhatsApp us+91 83780 80888