Investment in Foreign Equity
Participate in the best global corporations
Convenience & Flexibility
Investing through Direct Stocks
Benefits of Investing in US Equity:
1. Market Capitalization
2. The Dollar Value
3. Diversity
4. Truly Global
5. Innovation
Newer, better and more innovative companies keep emerging on the US soil. You can take part in their growth journey by investing wisely.
Taxation rates for various incomes for resident Indian in India & U.S.A. from investment in direct stocks & stock portfolios.
| Type of Income | Rate of tax in India | Rate of tax in U.S.A. |
|---|---|---|
| Short term capital gains on sale of foreign shares. (When holding period is less than 24 months) | Slab rates of income tax | No Tax for non-U.S. tax residents |
| Long term capital gains on sale of foreign shares (When holding period is more than 24 months) | 20% (With indexation benefit) | - |
| Dividend from U.S. shares. (As per Double Taxation Avoidance Agreement – DTAA of India with U.S.A.) | Slab rates of income tax | 25% |
Taxation rates for various incomes for resident Indian in India & U.S.A. from investment in foreign equity based mutual funds & ETFs in India.
| Type of Income | Rate of tax in India | Rate 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) | 20% (With indexation benefit) | - |
| Dividend from units of mutual fund. | Slab rates of income tax | - |
