How it works

The first step for NRI investment in Mutual Funds in India is to complete the KYC process.

For doing your KYC, the following documents are required.

  • Copy of Passport is compulsory
  • Copy of Overseas Address Proof (in English)
  • Copy of Indian PAN card
  • Two passport size photos
  • The fully Filled KYC form

Paperless account opening for KYC compliant Individual & NRI investors. One-time document submission for other categories. Following details needs to be provided to the financial advisor:

  • Applicant Name
  • PAN Card
  • Date of Birth
  • Registered Mobile Number (For OTP purpose)
  • Registered Email ID
  • Nominee Details
  • Bank Details (For SIP/STP/SWP purchase or redemption)

Choose from various funds from different risk categories to plan for Wealth Generation, Retirement, Children’s education and marriage or create your own. Take the Risk Profiler test to know the Risk Appetite.

Plan to save 1 Cr for a Children’s education in 5 years or 5 Cr for your retirement in 25 years.

Recommendations for the Mutual Fund change over time, and the current investments need to be withdrawn from old funds and reinvested regularly into new funds. Manually doing this can be quite difficult. The Portfolio Rebalancing feature at Asset Multiplier does all of this and more with a button-click. Portfolio Rebalancing will be done on an annual basis or on the requirement basis.