
Global
What unique challenges do NRIs face investing in Indian mutual funds?
DTAA treaty claims, higher TDS on redemption (refund via ITR), FEMA reporting requirements, FATCA or FBAR compliance for US residents, and many AMCs not accepting NRI investments at all. Best approach: use NRE-linked demat plus direct plans and work with advisors familiar with both Indian and foreign tax rules.
Mutual Funds

