Skip to content
Home About
Mutual Funds SIP Investment Financial Planning Goal Planning Retirement Planning Child Education Tax Saving Insurance Loan Assistance NRI Investment
Blog Team Career FAQ Contact
Start Investing
+91 98765 43210 WhatsApp
India, intelligently invested

NRI Investment

NRE, NRO and FCNR-routed portfolios for non-resident investors — DTAA-aware, repatriation-friendly, and advised by a dedicated NRI desk.

Talk to an advisor Explore features
What you get

A focused service, delivered by humans.

NRI Investment from FinSec Vision is built around your goals, time horizon and risk profile — not last quarter's best-performing scheme.

Whether you're starting fresh or consolidating multiple existing accounts, the process is the same — discovery, plan, paperless setup, then steady review.

NRI Investment

NRE, NRO and FCNR-routed portfolios for non-resident investors — DTAA-aware, repatriation-friendly, and advised by a dedicated NRI desk.

  • Higher risk-adjusted returns
  • Lower portfolio overlap
  • Transparent disclosure
Features

Built around the details that actually matter.

Goal-mapped fund selection

A clear, opinionated approach — distilled from 15 years of advising real families.

Paperless onboarding

A clear, opinionated approach — distilled from 15 years of advising real families.

Annual portfolio review

A clear, opinionated approach — distilled from 15 years of advising real families.

Tax-aware rebalancing

A clear, opinionated approach — distilled from 15 years of advising real families.

Dedicated relationship advisor

A clear, opinionated approach — distilled from 15 years of advising real families.

The process

A four-step path from first call to first SIP.

01

Discovery call

A 30-minute conversation about your goals, cashflows and existing portfolio.

02

Plan blueprint

We share a written proposal with allocation, fund picks and rationale.

03

Paperless setup

KYC, mandates and SIPs activated digitally — usually within 48 hours.

04

Track & review

Monthly statements, quarterly check-ins, annual deep-dive.

FAQ

Common questions

FinSec Vision is an AMFI-registered Mutual Fund Distributor. Investment transactions execute directly with the respective AMCs — we facilitate, advise and report.
You can begin a Systematic Investment Plan (SIP) with as little as ₹500 per month. Lumpsum investments typically start at ₹5,000 depending on the scheme.
Equity funds attract 10% LTCG above ₹1 lakh of gains held over one year, and 15% STCG below that. Debt funds are taxed at your slab rate from 2023 onwards. Specific cases vary — we recommend personalised tax advice.
Yes. Most AMCs allow pausing for 1–3 months or stopping a SIP with a few business days’ notice. We help process either request the same day.
A Step-Up SIP automatically increases your monthly contribution by a chosen percentage every year — typically 10%. It aligns your investing with your income growth.
Yes. We complete e-KYC via Aadhaar OTP, eSign mandates, and activate SIPs digitally. Most clients are fully set up within 48 hours of the discovery call.
Yes. We support NRE, NRO and FCNR account routing across most AMCs. Note: US and Canadian NRIs face FATCA-related restrictions on certain AMCs.
We advise on term, health and life insurance — independently. Where appropriate we coordinate with IRDA-licensed partners; we do not push insurance as an investment product.
Ready when you are

Get started with Track & review.

The first conversation is free, friendly, and yields a written plan.

Book a Discovery Call WhatsApp Us