OVERVIEW
NRI & Global Indian Solutions
For NRIs, OCIs and global Indian families, managing wealth across borders requires clarity, documentation discipline and the right investment structure. We help clients access suitable India-focused investment opportunities, review existing portfolios, coordinate documentation and simplify investment-related processes across NRE, NRO, repatriable and non-repatriable structures.
GIFT City / IFSC Access
GIFT City offers eligible offshore investors access to India-focused opportunities through internationally aligned structures. We help clients understand available fund options, documentation requirements, banking coordination and process flow.
NRI Investment Support
NRIs often need investment solutions that align with Indian regulations, overseas residency and long-term family goals. We help clients evaluate eligible options across mutual funds, PMS, AIFs, GIFT City structures and other permitted avenues.
NRE / NRO Investment Coordination
NRE and NRO accounts carry different rules for investment, repatriation and taxation. We help clients coordinate account-level processes, documentation and investment flows with relevant banks and product providers.
Portfolio Review for NRIs
Many NRIs have scattered Indian investments accumulated over time. We help review mutual funds, direct equity, PMS, legacy holdings and family portfolios to bring greater clarity, structure and continuity.
Tax & Documentation Coordination
Cross-border wealth requires careful documentation and tax coordination. We coordinate with qualified CAs for India tax filing, capital gains statements, DTAA-related documents and NRI-specific reporting requirements.
Legacy & Succession Support
NRI families often need special attention to nominations, joint holdings, wills and inheritance documentation. We help coordinate with legal and tax professionals to support smoother intergenerational transfer of Indian assets.
Univesto Capital acts as an AMFI-registered Mutual Fund Distributor (MFD) and is not registered as an Investment Adviser / Registered Investment Adviser (RIA). The information provided on this page is for general awareness, investor education and service-description purposes only.
As a Mutual Fund Distributor, Univesto Capital may provide incidental advice in relation to mutual fund schemes and other products distributed by it, in accordance with applicable regulations. Such incidental advice is limited to distribution-related services and should not be treated as comprehensive, independent or fee-based investment advisory services.
Insurance, credit, legal, tax, estate planning and other third-party services, wherever mentioned, may be facilitated through respective licensed, registered or qualified professionals. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.