Invest in India from Canada.
Settled in Toronto, Vancouver, Calgary or anywhere in Canada? We help you invest in India with a clear plan, and check which options are open to Canadian residents.
Who we help in Canada
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 new immigrants
Building a career in Canada while keeping a steady link with India.
Families with ties to Goa and India
Looking after parents, property and children's goals across two countries.
Those planning a return or long stays
Setting up your India finances for a move back, or for long visits.
What to know as an NRI in Canada
Some fund houses accept Canadian residents, some do not
Not every fund house in India takes investments from Canadian residents. We check which ones you can use, before you begin.
NRE and NRO accounts
NRE for money you bring from Canada, NRO for income earned in India. We help you use each one well.
KYC and NRI status
Your KYC is updated to NRI status with your Canadian address. We help with every document.
Repatriation
NRE funds can generally be repatriated, subject to rules. We explain this before you invest.
Canadian rules
Canada has its own tax and reporting rules on overseas holdings. Tax rules depend on your country of residence. Please confirm the details with a tax professional there.
How we work with you from Canada
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 Canada. 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 Canada
Some fund houses accept investments from Canadian residents and some do not. We check which ones you can use, then set things up with you.
It depends on the money. Funds you bring from Canada usually go through NRE. Income earned in India sits in NRO. We help you choose.
A tax professional in Canada. 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 Canada. 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