India is an attractive investment destination for NRI investors. Indian equity market offers breadth and the depth as well. India is one of the fastest growing economies in the world with growth rates averaging over 7% in the last 5 years. In July 2018 the International Monetary Fund (IMF) has projected India’s growth rate to be 7.3% and 7.5% in 2018 and 2019, respectively, making India the fastest growing country amongst major economies. The World Bank said India had emerged as the world’s sixth largest economy in 2017 with GDP of $2.59 trillion, surpassing France and is likely to go past the UK, which is at the fifth position. The growing economy has resulted in a robust capital market. A spate of IPOs in recent times is a testimony to the booming stock market. According to a Morgan Stanley report, India’s total market capitalization of equities is expected to grow 2.5 times to $6.1 trillion by 2027. A massive growth in market capitalization should translate into high returns for equity investors.

Domestic mutual funds got a whopping $20 billion in 2017, doubling from a year earlier, primarily due to a rise in systematic investment plans by small investors. Domestic investments beat their overseas counterparts in 2017, the third year in a row. The Indian Mutual Fund industry is forecast to doube in size over the next 5 years with AUM reaching 50.00 Lakh crores as equity markets have lured the average Indian saver as gold and real estate failed to give exciting returns

India is also among the fastest growing consumer markets in the world. Discretionary spending is on the rise and will continue to grow in the coming years. The recent taxation reforms in India should also contribute to growth in spending on services and consumer durables.

This makes a strong case of investing in the Indian equity markets. Portfolio Management Services & Mutual funds bring access to professionally managed investment in equity market. Good equity mutual funds in India have given over 20% annual returns over the last 20 years, outperforming the Sensex and Nifty indices. The growth potential coupled with a stellar past performance makes a strong case for investments in Indian Equity Markets.

With De Emerald Partners, invest in India’s long-term success story from wherever you are!

You can participate in India’s growth story even as a NRI, OCI or PIO

  • Being an NRI, you are permitted to invest in Indian equities.
  • If you wish to take exposure to equities, you have two options.
    • Direct route - invest directly in stocks
    • Mutual funds
  • For NRIs direct investments you may opt for Portfolio Investment Scheme (PIS) run by the Reserve Bank of India (RBI) on repatriable as well as on non-repatriable basis.
  • For Direct route to invest in equities the Portfolio Management Service is the best way to invest

Mutual Funds

  • The simplest option available to most NRIs is an investment in Mutual Funds.
  • Investment in mutual funds for NRIs is no different than for Resident Indian investors
  • You may invest in Mutual Funds either as lumpsum, Systematic Investment Plan (SIP) or as Systematic Transfer Plan (STP)
  • You will have to ensure that you are following the norms set by your local country, and no additional formalities are needed in India
  • Our Partners have simplified the entire investment process making it extremely convenient for you
  • Our Partners Fundsindiaadvisor is India’s largest platform with over 1.1m customers and 5000+ crores of AUM
  • FundsIndiaadvisor is India’s online-only investment platform based in Chennai and Bangalore.
  • Built on robust technology, FundsIndiaadvisor gives users access to mutual funds from leading fund houses in India.
  • They are the winners of many awards the most notable being the Fintech Solution of the Year Award at the Frost & Sullivan India Digital Transformation Awards 2017
  • For more details click here

Portfolio Management Services

Portfolio Management Service (PMS) is a tailor made professional service offered to provide professional management of your investment to create wealth. The Investment solutions provided by PMS cater to a niche segment of clients. The clients are Individuals with high net worth.

  • NRIs can invest in equity in India through the Portfolio Investment Scheme (PIS) of the Reserve Bank of India (RBI)
  • PMS is a simple way to invest lump-sum into the Indian markets especially for the NRIs based in US & Canada
  • Portfolio manager has full discretionary power to manage your portfolio, i.e. he can buy/sell stocks without consulting you.
  • This is a customized service with a manager working closely with you.
  • You will have a transparent view into all the decisions the manager takes and can decide to exit whenever you like.
  • Our Partners, Samvitti Capital Pvt. Ltd. provide PMS. They are a SEBI registered asset management boutique investment firm
  • They have a combined investing experience of more than 30 years managing proprietary funds in various capacities across multiple bull and bear cycles. They currently manage an AUM of INR 300 crores.
  • Their strategies are based on business model, fundamentals, price action, industry dynamics, macros and quantitative analysis. They pay extraordinary attention to every detail of capital allocation, security selection and execution, leveraging technology and experience
  • The promoters net-worth are invested in the products they manage
  • They have no conflicts with any third party or any broker relationships – No unnecessary churn of the portfolio. Samvitti makes money, only if the portfolio does well
  • For more details click here

Our NRI Services

  • De Emerald Partners facilitates Non Resident Indians Wealth Management Services.
  • We provide complete end to end seamless services which includes

    - NRE/NRO bank savings
    - PIS Account
    - Custodian account
    - Trading account
    - PMS account
    - Investment execution
    - Filing your Income tax returns in India and
    - Coordinating with your local tax consultants.

  • Our NRI focused service lets an NRI in any part of the world invest in the India seamlessly, properly through banking channels on a repatriable or non-repatriable manner.
  • All investments made will be aligned to specific goals set by you.
  • Our core philosophy is to first achieve capital protection and then follow it with capital appreciation.
  • We aim to build lasting relationships with each of our clients, based on honesty, integrity and mutual respect.