Foreign Equity

Foreign Equity
NRI - FE

What is Foreign Equity?

Foreign Equity is a unique & customized product offered by Ashutosh NRI services. It contains personally curated stock portfolios of US-listed stocks. It enables you to invest in the biggest companies of the world with proper guidance.

Our Customized Portfolios:

MOAT

A Collection Of Unique Companies.

SAAS

A Collection Of Software Companies.

FAANGMT

A Collection Of Big Tech Companies.

FUTURE TECH

A Collection Of Disruptive Companies.

HEALTH MAGIC

A Collection Of Healthcare Companies.

Our Customized Portfolios:

1.

Moat

A Collection Of Unique Companies.

2.

SAAS

A Collection Of Software Companies.

3.

FAANGMT

A Collection Of Big Tech Companies.

4.

FUTURE TECH

A Collection Of Disruptive Companies.

5.

HEALTH MAGIC

A Collection Of Healthcare Companies.

Why Ashutosh NRI Foreign Equity Services?

We at Ashutosh NRI Services through our years of experience have created customized portfolios for the sole purpose of investing in US markets. US stock markets are called the Mother Of All Markets and hence it is not surprising that everyone wants to invest there as well. There is a lot of confusion regarding how to buy US stocks, what are the tax implications, can one buy a fraction of a share, etc. Looking at all these factors we at Ashutosh NRI Services have created the perfect solution for it.

8 MF

Preliminary

Discussion

In this discussion, we will explain to you everything in detail about investing in US stocks like – documentation, taxation, etc. We shall also ask you about your investment history and details to better understand your goal. All your doubts shall be clarified before we proceed further. We shall in detail discuss with you all our 5 portfolios and along with the relevant data of all the 5 portfolios.

8 MF

Investment

Process

Once your goals are ascertained and risks are assessed, we shall contact you again with all the relevant details of the portfolios you should be investing in. The entire process can be done either physically or digitally. We shall assist you in the process of documentation and fund transfer, once that is completed successfully, we shall invest the amount to buy the stocks as discussed. The Investment is done in batches depending upon the market situation to take the maximum benefit of any corrections.

8 MF

After

 Investment

Service

Once the investment is completed, you shall be assigned a dedicated Relationship Manager to assist you in all your future queries and needs. Apart from this we also undertake a periodical review of your investments to check whether it is performing as expected or not. If the performance is not as expected, we shall notify you about the changes we should make.

Through our extensive research and analysis have created 5 personalized portfolios, each on a different theme. We will provide you with a one-stop – Investment & Taxation service. We assure you that through our curated portfolio you will be able to invest in US markets in the best way possible. Our 5 portfolios are best designed for long-term wealth creation.

Our Aim:

Our aim is to become your one-stop solution for all your financial needs. Through our expert and qualified team, we try to give you the best advice regarding your investments. We also keep ourselves updated with all the activities happening in the world of finance. We aim to provide you with Quality & Unbiased consulting to secure your goals and future needs. We at Ashutosh NRI Services, are committed to continuously providing financial advisory services to our investors to the best of our ability.

Our Key USPs are as under

NRI - FR - USP

Invest with Us

Taxation

Taxation rates for various incomes for Non-Resident in India & U.S.A. from investment in foreign equity investment in direct stocks, stock portfolios & ETFs in India.

Type of IncomeRate of tax in country of tax residencyRate of tax in U.S.A.
Capital gains on sale of foreign shares.As per rates of income tax in the country of tax residencyNo Tax for non-U.S. tax residents
Dividend from U.S. shares. (As per Double Taxation Avoidance Agreement – DTAA of U.S.A. with respective country, if available.) As per rates of income tax in the country of tax residency 30%

Taxation rates for various incomes for Non-Resident Indian (NRI) in India & U.S.A. from investment in foreign equity based mutual funds in India.

Type of IncomeRate of tax in IndiaRate of tax in U.S.A.
Short term capital gains on sale of units of mutual fund. (When holding period is less than 36 months) Slab rates of income tax No Tax since there is no income outside India
Long term capital gains on sale of units of mutual fund. (When holding period is more than 36 months)10% (Without indexation benefit) No Tax since there is no income outside India
Dividend from units of mutual fund. Slab rates of income tax No Tax since there is no income outside India

Tax advantage: Credit of the taxes paid in U.S.A. can be availed due to Double Taxation Avoidance Agreement (DTAA) existing between India & U.S.A.