Accredited Investor in India
Unlocking Greater Investment Flexibility
India’s investment landscape is evolving rapidly, with investors increasingly looking beyond traditional investment avenues. To recognise investors with higher financial capacity and the ability to understand sophisticated investment products, Accredited Investor (AI) framework has been created. But what does being an Accredited Investor actually mean—and what additional flexibility can it provide?
FAST Scheme 2026: Why Ignoring Undisclosed Foreign Assets Could Cost You Dearly Before December 31
Clean, transparent wealth creates true peace of mind. Over the years, India’s tax reporting ecosystem has undergone a massive digital transformation. Through the Automatic Exchange of Information (AEOI) framework and global tax agreements, foreign bank details, overseas RSUs/ESOPs, foreign mutual funds, and global property holdings are now seamlessly reflected in your Annual Information Statement (AIS).
Specialised Investment Funds
The Bridge between Mutual Funds and Alternative Investment Funds
Understanding SEBI’s Specialised Investment Funds — and what they mean for your investment journey
For years, Indian investors have faced a wide gap in the investment universe. On one end sit mutual funds — regulated, transparent, and accessible to almost everyone. On the other end sit alternative investments like Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) — offering advanced strategies, but reserved for those who can write a cheque of ₹50 lakh or more.
Need Your Money. Understanding Liquidity across EPF, PPF, NPS & Mutual Funds
When choosing an investment, investors often focus on returns, risk and taxation. However, another important factor is liquidity — how and when the invested money can be accessed when required.
How Mutual Funds Can Provide Diversified Exposure to Real Estate Through REITs
Real estate is an important part of the economy. Traditionally, investors have accessed real estate primarily through physical property. However, securities-market structures such as Real Estate Investment Trusts (REITs) provide another way to participate in the real estate sector.
How Many Mutual Funds Should You Hold?
More Is Not Always Better
Does holding more mutual fund schemes automatically mean better diversification? Not necessarily.
Many investors believe that investing in a larger number of mutual fund schemes can help spread risk. While diversification is an important investment principle, simply increasing the number of schemes does not necessarily provide greater diversification.
NRI Investing in India: Stocks & Mutual Funds
NRIs can invest in Indian stocks and mutual funds, subject to applicable FEMA, RBI, SEBI, tax and KYC requirements. However, the applicable investment route, account structure, repatriation conditions and documentation can differ.
Foreign Assets of Small Taxpayers: A One-Time Window to Come Clean on Overseas Assets
FAST-DS 2026 provides eligible taxpayers a limited opportunity to disclose certain foreign assets and income
**This post is for general investor awareness only. It does not constitute tax, legal or investment advice or a recommendation to use FAST-DS. Consult your Chartered Accountant or qualified tax professional for your individual circumstances.
Is This the Right Time to Invest?
The Perfect Time to Invest May Never Arrive
One of the most common thoughts investors have is:
“Should I invest now, or should I wait for a better time?”
When markets are volatile, this question becomes even stronger. Investors may wait for a correction, a market fall, better economic news or simply a more comfortable environment.
Buying Term Insurance? Honesty Can Protect Your Family Tomorrow
Term insurance is one of the most affordable and effective ways to secure your family’s financial future. However, choosing the right policy is only part of the process. Providing complete and accurate information in your proposal form is equally important.
