01 The right account structure
NRE and NRO routes work differently for repatriation and tax. The desk explains the options so you can set up the right one with your bank.
- NRE (repatriable) route
- NRO (non-repatriable) route
- Bank PIS / non-PIS coordination
- Trading + demat linked correctly
02 Documentation, handled
A clear checklist for overseas address proof, passport, visa and attestation — and a person to check it before you courier anything.
- NRI document checklist
- Attestation guidance
- FATCA / CRS declarations
- Status change: resident ↔ NRI
03 What you can invest in
Listed equities, mutual funds and IPOs, within the limits the regulations set for non-residents.
- Delivery-based equity
- Mutual funds
- IPO applications
- Subject to RBI / FEMA rules
04 Service across time zones
Call-to-Trade, the mobile app and back-office reports, so you are never dependent on Indian office hours.
- Call-to-Trade dealing desk
- Mobile app & back office
- Contract notes by email
- Year-end statements for tax filing