Invest India - Welcome aboard the India Growth Express.

Invest India - Welcome aboard the India Growth Express.

Invest India - Welcome aboard the India Growth Express.

Are you an Non-Resident Indian (NRI) seeking to contribute to India's economic growth by investing in Indian Stock Market?

Look no further than Invest India, the platform that provides comprehensive guidance on opening a Demat Account designed explicitly for NRIs.

Top Reasons to Invest in India Now

Economic Growth

India's fast-growing economy offers ample investment opportunities, allowing NRIs to potentially earn significant returns.

Diversification

Investing in India helps NRIs diversify their investment portfolios, reducing risk by spreading investments across different countries and asset classes.

Favorable Demographics

India's young and dynamic population creates a growing consumer base, presenting opportunities for NRIs to invest in sectors catering to consumer needs.

Regulatory Reforms

The Indian government's business-friendly reforms enhance the investment climate, providing NRIs with a transparent and favorable environment.

Technological Advancements

India's thriving start-up ecosystem and technological advancements open doors for NRIs to invest in tech-driven companies, offering growth potential.

Cultural & Emotional Connect

Investing in India allows NRIs to reconnect with their heritage, contribute to the country's development, and make a positive impact.

Economic Growth

India's fast-growing economy offers ample investment opportunities, allowing NRIs to potentially earn significant returns.

Diversification

Investing in India helps NRIs diversify their investment portfolios, reducing risk by spreading investments across different countries and asset classes.

Favorable Demographics

India's young and dynamic population creates a growing consumer base, presenting opportunities for NRIs to invest in sectors catering to consumer needs.

Regulatory Reforms

The Indian government's business-friendly reforms enhance the investment climate, providing NRIs with a transparent and favorable environment.

Technological Advancements

India's thriving start-up ecosystem and technological advancements open doors for NRIs to invest in tech-driven companies, offering growth potential.

Cultural & Emotional Connect

Investing in India allows NRIs to reconnect with their heritage, contribute to the country's development, and make a positive impact.

Note: Invest India is looking to cater to the NRI segment only and help these individuals contribute to India’s growth story.

Who We Are?

We are Invest India, a specialized platform dedicated to serving the needs of Non-Resident Indians (NRIs) interested in investing in Indian companies. Our primary focus is to guide NRIs through the process of opening a Demat Account, which is a fundamental requirement for investing in shares of Indian companies.

We understand that investing in a foreign market can be complex, particularly when it involves regulatory compliance, documentation requirements, and market dynamics. Therefore, we offer personalized consultations to ensure that NRIs have a clear understanding of the process, document requirements, and necessary procedures. These consultations enable us to address their queries, clarify doubts, and guide them through the entire process of opening a Demat Account.

What do we do?

Our services revolve around personalized consultations, where we take the time to understand our client’s needs, provide guidance, and clarify any doubts they may have. We walk them through the entire process of opening a Demat Account, ensuring they have a clear understanding of the required documentation and procedures. We go through personalized consultations and also take the client’s risk appetite into consideration.

By choosing Invest India, NRIs gain access to a trusted partner that understands their unique requirements, provides expert guidance, and ensures a seamless experience in opening a Demat Account. We are committed to simplifying the investment process, ensuring clarity, and empowering NRIs to contribute to India’s economic growth through their investments.

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Personalized Consultation

As a team of financial professionals, we understand the unique challenges faced by NRIs when it comes to investing in India. We strive to simplify the investment process and provide comprehensive support to ensure a seamless and rewarding experience for our clients.

Note: Invest India is looking to cater to the NRI segment only and help these individuals contribute to India’s growth story.

Who We Are?

We are Invest India, a specialized platform dedicated to serving the needs of Non-Resident Indians (NRIs) interested in investing in Indian companies. Our primary focus is to guide NRIs through the process of opening a Demat Account, which is a fundamental requirement for investing in shares of Indian companies.

We understand that investing in a foreign market can be complex, particularly when it involves regulatory compliance, documentation requirements, and market dynamics. Therefore, we offer personalized consultations to ensure that NRIs have a clear understanding of the process, document requirements, and necessary procedures. These consultations enable us to address their queries, clarify doubts, and guide them through the entire process of opening a Demat Account.

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Personalized Consultation

As a team of financial professionals, we understand the unique challenges faced by NRIs when it comes to investing in India. We strive to simplify the investment process and provide comprehensive support to ensure a seamless and rewarding experience for our clients.

What We Do?

Our services revolve around personalized consultations, where we take the time to understand our client’s needs, provide guidance, and clarify any doubts they may have. We walk them through the entire process of opening a Demat Account, ensuring they have a clear understanding of the required documentation and procedures. We go through personalized consultations and also take the client’s risk appetite into consideration.

By choosing Invest India, NRIs gain access to a trusted partner that understands their unique requirements, provides expert guidance, and ensures a seamless experience in opening a Demat Account. We are committed to simplifying the investment process, ensuring clarity, and empowering NRIs to contribute to India’s economic growth through their investments.

Our Partners

Here's how Motilal Oswal and First Bridge can help NRIs in their investment endeavors.

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Robust Research

Motilal Oswal is well-known for its strong research capabilities and comprehensive market analysis. Through their research reports, NRIs gain access to valuable insights, company profiles, industry trends, and stock recommendations.

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Diverse Investment

Motilal Oswal offers a wide range of investment solutions to cater to different risk profiles and investment objectives. From equities and derivatives to commodities and currencies, their diverse product offerings provide NRIs with options to diversify their portfolios.

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Wealth Management

Motilal Oswal's wealth management division specializes in providing personalized financial solutions. They offer investment advisory services, portfolio management, and financial planning tailored to the specific needs of individual investors.

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Compliance & Support

Navigating the regulatory landscape is crucial when investing in India. Motilal Oswal's experience and adherence to regulatory requirements ensure that NRIs receive guidance and support to comply with relevant rules and regulations.

Become a Referral Associate at Invest India

We are delighted to invite you to join our Referral Program and become a valued partner in our mission to empower Non-Resident Indians (NRIs) and facilitate their investment journey in India. Read on to discover the benefits of joining our Referral Program and how you can embark on a rewarding partnership with us.

Invest India shares 10% of the revenue (brokerage) generated once the clients referred by our esteemed Referral associates start trading in their respective Demat account.

Gold referral program will entail the following requirements,

We expect our referral partners to assist us in:

  1. Introducing their network of NRI’s to Invest India. 
  2. Open to sharing the marketing collaterals provided by us on their social media accounts and sharing the same across their network.
  3. Open to a few calls and meetings with our team and correspondingly briefing our group with any developments.

Invest India shares 30% of the revenue (brokerage) generated once the clients referred by our esteemed Referral associates start trading in their respective Demat account.

Platinum Referral Program will entail the following requirements,

We expect our referral partners to assist us in:

  1. Introducing their network of NRI’s to Invest India.
  2. Setting up meetings with the prospective client.
  3. Open to sharing the marketing collaterals provided by us on their social media accounts and sharing the same across their network.
  4. Open to a few calls and meetings with our team and correspondingly briefing our group with any developments.

Our Process

The 5 Easy Step Process

Step 1

Free Consultation

Schedule a free 30-minute consultation call to get an opportunity to gain a deeper understanding of the process. You can ask questions, clarify doubts, and receive guidance on the documentation and procedures involved.

Step 2

Form Submission

Next, you will be provided with a form to fill essential information about your personal details, investment preferences, and risk profile. It ensures that Invest India has a clear understanding of your requirements and objectives.

Step 3

Opening Demat Account

Once it's done, you will proceed to submit the necessary documents for identity proof online. This step ensures compliance with regulatory requirements and verifies the client's identity. The client will be guided through the document submission process.

Step 4

Link NRE/NRO Bank Account

After this step, you will need to link your NRE (Non-Residential External) or NRO (Non-Residential Ordinary) bank account. This step is crucial as it enables seamless transfer of funds for investments and ensures that you have a designated account for transactions related to your Demat Account.

Step 5

Personal Relationship Manager

As a valued client of Invest India, you will be assigned a dedicated PRM. The PRM acts as your primary point of contact throughout the Demat Account opening process and beyond. They will guide you and provide personalized attention to provide seamless experience tailored to your specific needs.

Our Support

What do We Serve?

1

Personalized Consultation

Our customers will receive personalized consultation sessions to understand their investment goals, clarify doubts, and guide them through the process of opening a Demat Account. These consultations ensure that their specific needs and concerns are addressed, providing them with a clear understanding of the documentation and procedures involved.

2

Documentation Assistance

We assist our customers in understanding and fulfilling the documentation requirements for opening a Demat Account. Our team will guide them on the necessary documents, help with the submission process, and ensure compliance with regulatory norms. This support streamlines the documentation process, making it easier and more convenient for our customers.

3

Clarity on Procedures / Support on Opening Demat Account

We provide our customers with clarity on the procedures involved and support in opening a Demat Account and investing in Indian companies. We explain the step-by-step process, ensuring they have a comprehensive understanding of the requirements, timelines, and any other relevant information. This clarity helps them navigate the process with confidence and peace of mind.

4

Guidance on NRE / NRO Bank Account Linkage

Our team assists customers in linking their NRE (Non-Resident External) or NRO (Non-Resident Ordinary) bank accounts to their Demat Accounts. We provide guidance on the required steps and documentation for the linkage, ensuring seamless transfer and management of funds for their investments.

5

Dedicated Personal Relationship Manager

Each customer is assigned a dedicated Personal Relationship Manager who acts as their primary point of contact throughout the investment journey. The Relationship Manager provides ongoing support, addresses queries, and offers guidance tailored to the customer's individual needs. This personalized assistance ensures a high level of service and a smooth experience for our customers.

Products and Services

FAQ's

Frequently Asked Questions

Non-Resident Indian (NRI) is a term used to refer to a person of Indian origin who holds an Indian passport and has temporarily or permanently moved to another country. They are eligible to hold dual citizenship and are entitled to certain privileges such as voting rights and banking privileges.

Yes, an NRI (Non-Resident Indian) can have a demat account. NRIs may open demat accounts with Indian Depository Participants (DPs) to hold shares and securities in an electronic format. The demat account can be opened in either a Non-Resident External (NRE) or Non-Resident Ordinary (NRO) account.

Non-resident external (NRE) accounts and Non-resident ordinary (NRO) accounts are two types of bank accounts available for non-resident Indians (NRIs). An NRE account is a rupee-denominated bank account that allows NRIs to transfer funds from abroad and save them in India, while an NRO account is designed for them to manage their income earned in India. Both accounts are subject to Indian laws and regulations. The primary difference between NRE and NRO accounts is that NRE accounts are repatriable, meaning that funds can be transferred abroad, while NRO accounts are non-repatriable, meaning that funds must stay within India.

As an NRI, you can trade in equities (stocks) only on Delivery basis. However NRIs are not allowed to trade intraday in Equity Futures and Options. To trade in F&O, NRIs will need to have a Custodian participant code with Orbis – Motilal Oswal can assist you in getting one.

Yes, NRIs can hold a joint demat account with another NRI or resident Indian.

Power of Attorney (POA) is an agreement that allows your broker to debit your shares from your demat account whenever you sell your shares. In absence of a signed POA, you can only place delivery sell instructions by using your CDSL TPIN and an OTP.

The dividends will be credited by the RTA in whichever account (NRE or NRO) has been linked to the DEMAT account. In case the RTA is not in a position to credit the bank account, a cheque will be sent to the registered address.

Yes, NRIs can invest in Mutual Funds

Yes, NRIs can invest in Exchange Traded Funds (ETFs)

NRI/PIO can invest in other securities like:

  • Dated Government securities (other than bearer securities) or treasury bills
  • Units of domestic mutual funds
  • Bonds issued by a public sector undertaking (PSU) in India
  • Shares in Public Sector Enterprises being disinvested by the Government of India

Attestation is only required if the NRI is not present in India or has not visited in India in the last 6 months from the date of account opening.

Yes, it is the responsibility of the NRI to inform the change of status to the designated authorized dealer branch, through which the investor had made the investments in Portfolio Investment Scheme and the DP with whom he/she has opened the demat account. Subsequently, a new demat account in the resident status will have to be opened, securities should be transferred from the NRI demat account to resident account and then close the NRI demat account.

NRIs will have to follow the following procedure to open an NRI Demat Account NRIs will need to fill up a Demat Account Opening Form that is available with the Depository Participant (DP) or stock broker. Provide details like name, nationality, PAN, etc., along with the copies of required documents. Provide a proof of identity such as a valid passport, Overseas Citizen of India (OCI) card, Person of Indian Origin (PIO) card, or any other valid ID issued by the government. Provide proof of Indian address such as a valid passport, driver’s license, bank statement, or any other valid ID issued by the government. Provide proof of overseas address such as a valid passport, driver’s license, overseas bank statement, or any other valid ID issued by the government.
Provide a copy of the bank statement for the last six months showing the details of the overseas bank account. Provide a copy of either the Indian or overseas bank account statement showing the details of the bank account from which the funds will be used to invest in the Indian markets. Provide a copy of the Power of Attorney (POA) document authorizing the stock broker Post providing all the necessary documents, the DP will activate the account and provide the NRI with a user ID and password. After receiving the credentials, the NRI can start trading in the Indian stock market.

Yes, NRIs can invest in IPOs

Yes, NRIs can hold multiple demat accounts with multiple brokers, at the same time, conditioned to the approval of the same.

Contact Us


Contact Details

Free Consultation

Call Now

+61 451-936-722

Email Now

contact@investindia.com.au

Location

Level 2, 696 Bourke Street, Melbourne, VIC 3000, Australia.