NRI Investment Services
Mutual Fund Investment Services for NRIs
Goal-based investment planning for Non-Resident Indians. AMFI-registered, FATCA-compliant, fully remote — from onboarding to ongoing reviews.
- AMFI Registered
- NISM Certified
- ARN-357232
Hariprasath Loganathan
Financial Educator & MF Distributor
Remote-first support for NRIs who want structured mutual fund planning in India without juggling paperwork, tax residency updates, and portfolio decisions alone.
Who This Is For
Built for NRIs Managing Money Across Borders
Global NRIs
NRIs in the US, UK, Singapore, UAE, Australia, Canada, Japan, Qatar, Oman, and the wider Middle East.
Returning NRIs
Families planning relocation to India and wanting their investments aligned before the move.
Existing Investors
NRIs with Indian mutual funds, old SIPs, or scattered portfolios that need review and cleanup.
First-Time NRI Investors
Investors confused about NRE/NRO routing, KYC, FATCA, SIP setup, and country-specific restrictions.
NRI Pain Points
What NRIs Face
NRI investing is rarely just about choosing a fund. The account route, tax residency, documentation, and repatriation path all matter.
Account Routing Confusion
Unclear differences between NRE, NRO, and FCNR accounts when investing in mutual funds.
Tax Drag
DTAA, TDS, and capital gains tax questions can affect what you actually keep after redemptions.
FATCA Restrictions
US and Canada-based NRIs often face limited AMC access because of FATCA and compliance rules.
NRI-Aware Advice
It is hard to find someone who understands Indian markets as well as NRI-specific operating rules.
Time Zones
Managing SIPs, reviews, and paperwork across time zones can make simple decisions feel slow.
Repatriation Questions
Investors often need clarity on what can be remitted abroad and what documentation may be required.
Services Offered
End-to-End NRI Mutual Fund Support
NRI Mutual Fund Onboarding
KYC, FATCA declarations, NRE/NRO bank linking, and documentation guidance for a clean start.
Goal-Based Portfolio Construction
Portfolios mapped to education, retirement, relocation, India goals, and long-term family wealth.
Tax-Efficient Fund Selection
Fund selection with attention to holding period, product fit, and FATCA-restricted country constraints.
Existing Portfolio Review
Review old SIPs, dormant folios, overlapping funds, and portfolios that went cold after moving abroad.
Repatriation & DTAA Guidance
Practical coordination points for redemption routing, documentation, DTAA questions, and tax follow-up.
Ongoing Reviews
Scheduled portfolio reviews through Zoom or Google Meet, with WhatsApp and email communication.
Countries Served
Remote Support Across Time Zones
- United States
- United Kingdom
- Singapore
- UAE
- Australia
- Canada
- Japan
- Qatar
- Oman
How We Work
A Simple Remote Process
The same Discover, Plan, Execute, Review rhythm from Foundation Wealth, adapted for NRI documentation, time zones, and ongoing coordination.
- 01
Discover
Discovery call via Zoom across time zones to understand goals, residence status, bank setup, and existing investments.
- 02
Plan
Build a goal-based investment roadmap with NRI-specific constraints, account routing, and documentation needs.
- 03
Execute
Complete documentation through secure digital channels and start SIPs or lump sum investments through the right route.
- 04
Review
Ongoing reviews through Zoom or Google Meet, with communication through WhatsApp and email.
NRI Testimonials
Trusted by NRIs Across Countries
Three of the Foundation Wealth testimonials come from NRI families in Singapore, Japan, and Australia.
I cannot recommend HariPrasath enough. When I approached him for financial guidance, I expected a standard list of recommendations. Instead, Hari took the time to teach me the mechanics of investing — breaking down exactly how mutual funds, debt funds, and liquid funds work so I could understand the why behind the strategy. Every time I had a question, he went above and beyond. If you want an expert who truly educates and empowers you, Hari is the person to go to.
GAGaneshYoung Couple · Singapore Well informative session focused on tailored financial needs. No marketing tactics — just honest advice, which helped me make decisions without bias. Explained clearly how important goal-based investing is. Overall a very interesting session, and even a first-timer can understand how to plan their finances.
ASAshokanYoung Family · Japan Thanks a lot Hari for the wonderful session. The way you presented the concepts and the dashboard you used were truly next level. Many of the topics were completely new to me and not something I've come across on YouTube. I would really like to work with you in the near future to build and establish my investment portfolio.
RARakeshYoung Family · Australia
FAQ
NRI Mutual Fund Questions
Regulatory and tax rules can change, and implementation can vary by AMC, platform, country of residence, and investor profile. This page is for educational and distribution-support purposes only; please consult a qualified tax professional or SEBI-registered investment adviser for personalised tax or investment advice.
Start Here
Start Your NRI Investment Journey
Free 30-minute discovery call via Zoom. No products pushed — just an honest assessment of where you are and where you want to go.