Green Edge Unlocking India's
Potential For Investors
In an era of constant changing and volatile financial Market, Investors need an Qualified /Trained and unbiased professional to assist them in achieving their short term and long term Investment goals. At Green Edge Associates LLP our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.
Sample Portfolio Report Dashboard
Build your own Investment Dashboard with real-time financial data!
Track and monitor your transactions and portfolios by creating your goals.
AMC Partners
Invest In Indian Market in 4 simple steps
1. understand
We understand your risk profile in detail
2. Goals
Your major financial goals are listed down and Asset allocation is planned
3. Investments
Investments are earmarked for each goal
4. Review
Regular review of portfolio is done to ensure you are growing!
Our Credibility
Explore our customers’ success stories
The team at Green Edge is simply amazing. The entire process of goal setting, portfolio review, balancing between Debt and Equity was a first-hand experience for me. Also, the regular portfolio was the just kind of thing I wanted for my Investments. I would strongly recommend everyone to get associated with team Green Edge and set yourself free from financial worries.
I have been dealing with Mutual Fund distributors since long however my last MFD was not professional at all and additionally he did not have complete knowledge of aspects related to financial planning. Than Green Edge team approached me and I figured out that there were so many things I wasn’t aware of, they reviewed my portfolio and we did course correction together after listing down all goals. I am sure I am on right path with right team now.
We have been associated with Green Edge for 6 months now. We have invested with them in Mutual Funds, some in STPs and some in SIPs. The entire experience has been very smooth right from reviewing our old portfolio to building up a new one which is more logical, balanced and goal oriented. The promoters qualifications, expertise and pragmatism was an added benefit. We regularly get their monthly review report that helps us to understand the trend of our investments. We highly recommend Green Edge to park your funds and trust their efforts in the long run.
I have dealt with lots of bankers and wealth managers; however the approach adopted by Team GreenEdge is holistic and long term. I feel very confident when I deal with them as their approach is very professional and the schemes suggested by them are rock solid. I am very happy with their style of working, infact all of my family investments, including my parents, is through GreenEdge only. Regular review of the portfolio and the latest portfolio valuation reports received every month are very easy to understand and give me the confidence that my investments are on the right track.
Frequently Asked Questions
- NRIs have been granted general permission by RBI for investing in units of the schemes of domestic mutual funds. However PIOs need to attach a copy of PIO card with the application forms at the time of investing.
- Investment can be either through online mode or through an appointed Power of Attorney (POA) in India.
Few countries such as US and Canada have restricted investments by NRIs in Mutual Funds without relevant disclosures. Mutual fund houses have to undergo compliance requirement under Foreign Account Tax Compliance Act (FATCA )
Documents required to fulfill KYC requirement are as follows-
- Duly filled CKYC form by investor
- Copy of PAN card
- Address proof
- One passport size photograph
- Copy of Passport
- Overseas Address proof
- Copy of Bank Statement
Note: All above mentioned documents should be self attested as per guidelines of respective Asset management Company (AMC). If the concerned fund house or bank insists on an in-person verification, then you may have to visit the Indian embassy in your resident country.
NRIs will not have to pay double taxation if India has signed DTAA (double taxation avoidance treaty) with the respective country.
For e.g. India has signed DTAA with US. Hence, NRI can claim tax relief in US if he/she has already paid taxes in India.
Gain on sale of Mutual Funds is classified as Capital Gain and the TDS rate is as follows –
- Details of local bank account will only be required, any foreign bank details will be rejected.
- Tax will be deducted at the source on the capital gains made on investment
- Your investment into mutual funds carry the right of repatriation of the amount invested and amount earned, only until your remain NRI
- The compliance requirement in the USA and Canada are more stringent which requires adherence to FATCA guidelines.
India is one of the fastest growing economies of the world. Hence in the long term, the return on investment would be worth it and there is certainly no reason for not investing.
Plus, if you are already investing in your current place of stay, this will enable geographical diversification resulting in better risk management.
Forex gains, easy online investment procedure and tax efficiency from indexation are major advantages of mutual funds.
Moreover, through investment in India you can also play an active role in the India economic growth story.
If a client’s KYC is not registered, same can be done either in online (through Video KYC) or offline mode for individuals. And for non individual entities offline mode will work which will involve filling up of certain forms. Just share your PAN number with us and we will let you know the next steps !
We do not charge anything from our clients. We earn our revenue from mutual fund companies and Stock broking platforms.
There are various risks involved in Investing like market risk, credit risk, liquidity risk, geo-political risk, credit risk etc. However, the right risk management tools can keep these risks at bay. Investors are requested to understand the schemes in full detail before investing.
Beginning of every month a detailed Portfolio report is shared with all the investors. It provides information on portfolio performance in all possible ways.
Ideal time to review the portfolio is every 6 months. And we do not charge anything for these reviews ! And in case any financial matter needs to decided at your end, we are always there for you.
Absolutely. GreenEdge will always accept investments in the name of respective Mutual fund companies, Asset management companies and NBFCs. Thus your money and investments are never held with GreenEdge directly and you are always the rightful owner of the investments.
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