Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
Anoop Vijaykumar
Capitalmind for NRIs
Your wealth is global. Your India strategy should be pivotal.
India's equity markets offer long-term structural growth. Managing that exposure shouldn't require you to be in the country.
20+
Years of research
Quant-based
strategies
SEBI
registered PMS
Monthly
Fund Manager reports
900+
Entrepreneurs Assisted
1400+
UHNI Wealth Managed
10Cr+
Average HNI Portfolio
We help you uncover gaps in your wealth plan
FATCA & FBAR Reporting
US persons must disclose foreign financial accounts and assets above certain thresholds, including Indian bank accounts and investments.
PFIC Treatment of Indian Funds
Indian mutual funds are often classified as PFICs in the US, triggering complex reporting and potentially punitive tax treatment.
Estate Tax Exposure
US-situs assets can attract estate tax on death, an exposure that catches many NRIs holding US brokerage accounts off guard.
Here's How Capitalmind Helps NRIs
NRI Account Holdings
$250,000
Invested Assets
EquityGoldMF
Tax Savings
30%
Compliance & Tax
NRI-compliant PMS onboarding with tie-up with taxation specialists
Wealth on Autopilot
Fully remote management; no physical presence needed at any stage
Equity Investments
Strategies suited for long-term INR equity appreciation
Liquidity Planning
Planning for any advance liquidity requirements pre return.
When does PMS make sense for NRIs?
Holistic Wealth Creation
NRE or NRO funds available for Indian equity deployment
Return Planning
Planning to return to India within 5-10-15 years and building corpus here
Systematic Remote Investments
Want India equity exposure without managing it from abroad or existing India holdings are unstructured
50 Lakhs Investment corpus
If you have a minimum investment corpus of 50 lakhs to 1 cr, we can help you manage your wealth.
Your 4-Step Path to Smarter Wealth Management
1. Discovery
We analyze your goals, current portfolio and your problems
2. Strategy
We find the best strategies for you that meet your financial goals.
3. Onboarding
Hand-holding through KYC, agreement, fund transfer.
4. Advisory & Analysis
Monthly Fund Manager reports, periodic reviews, and rebalancing
Keep Up With The Latest
Market & Investment Updates
Keep up with our Latest
offerings & Business updates
Analysis & Commentary
Comprehensive Guide to Investing in Gold
Gold represents a versatile investment proposition due to its dual nature as both a consumer good and an investment asset...
Anoop Vijaykumar
Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
Anoop Vijaykumar
Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
Anoop Vijaykumar
Analysis & Commentary
The Returns You See Vs. The Returns You Keep
The advice to "stay invested" is easy to give. It's also suspiciously convenient when it comes...
Anoop Vijaykumar
Analysis & Commentary
Comprehensive Guide to Investing in Gold
Gold represents a versatile investment proposition due to its dual nature as both a consumer good and an investment asset...
Anoop Vijaykumar
Start your wealth journey with Capitalmind today
Leading the conversation on wealth with insight, clarity, and conviction. Partnering with experts and investors to create content that informs, challenges, and empowers.
30K+ Daily Readers Subscribed
OR
A Real Investor Journey
- 2018
Getting Started
“I was earning well, but my investments were scattered across mutual funds, stocks, and insurance products with no real strategy. I needed structure, not more products. Capitalmind helped me step back and build a clear, goal-aligned portfolio.”
- 2022
Building Discipline
“The biggest shift wasn't returns—it was clarity and discipline. Even during volatile markets, the portfolio held steady because there was a system behind every decision. I stopped reacting to noise and started trusting the process.”
- 2026
Seeing Outcomes
“Today, my portfolio feels intentional. There's a clear allocation across strategies, tax efficiency is built in, and I know exactly what role each investment plays. It's not just about growth anymore—it's about control and confidence.”
Frequently Asked Questions
Yes, via NRE or NRO accounts; FEMA guidelines apply.
Yes, returns generated through an NRE account are freely repatriable.
No, the entire onboarding process can be completed digitally from anywhere in the world.
Taxes are deducted at source (TDS) for NRIs as per applicable rates.
Yes, the SEBI mandated minimum investment of ₹50 Lakhs applies to NRIs as well.