Grow Your Wealth
Secure Your Future
The Green Way
At GreenEdge we believe investing doesn’t has to be complicated. We simplify wealth creation by helping you make informed, disciplined, and goal-oriented financial decisions. Whether you’re planning your first SIP or expanding a diversified portfolio, our experts help you grow sustainably, with trust, transparency, and clarity.
Our Mutual Fund Partners
Your Investments,
Now in Your Pocket
Stay connected to your financial goals anytime, anywhere with the GreenEdge Mobile App. Track your portfolio, monitor returns, and review insights at family level- all from a clean, intuitive dashboard designed for our investors.
Manage. Monitor. Grow, all on the go.
Invest in Indian Market
in
4
simple steps
1. Understand
We understand your current and future expected cash flow and asset allocation and then we build the portfolio based on your risk profile.
2. Goals
Identify your key financial milestones and plan the right asset allocation to help you reach them efficiently.
3. Investments
Each goal gets its dedicated set of investments, ensuring your money works purposefully toward your targets.
4. Review
Stay on top of your growth with periodic portfolio reviews designed to keep your investments aligned with your goals.
Our Credibility
+
Years of Experience
+
Investor Accounts
+
Crore AUM
Start your
journey with us
Resources
picked for you
SIP – Building Wealth One Step at a Time
SIP – Building Wealth One Step at a Time A Systematic Investment Plan (SIP) is a disciplined way of investing regularly into mutual funds. Instead of investing a large amount…
Mutual Funds – A Simple and Smart Way to Invest
Mutual Funds – A Simple and Smart Way to Invest Mutual funds are one of the most popular investment options today because they make investing easy, accessible, and efficient. A…
Indian Investments – Building Wealth in a Growing Economy
Indian Investments – Building Wealth in a Growing Economy India is one of the fastest-growing economies in the world, making Indian investments a strong and reliable choice for long-term wealth…
Explore our customers’
Success Stories
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”I have been working with Rohit and his team at GreenEdge for some time now, and I couldn’t be more satisfied with the experience. Their advice is always thoughtful, personalized, and aligned with my long-term goals. I truly appreciate their professionalism, transparency, and prompt support whenever I need it. Their team has helped me make confident financial decisions and stay on track with my investments. I was so impressed with their expertise that I recommended them to my family as well. They, too, share the same positive experience. I wholeheartedly trust and value their guidance and would strongly recommend them to anyone looking for reliable wealth management.‟
”It’s been nearly two years now, and I can already see how well my portfolio is progressing. Your precise advice, tailored to my long-term financial goals, has been brilliant and will no doubt set my wife, my kids, and me up for years to come. Since investing with Greenedge, I’ve referred three friends and colleagues to you, and they’re all very happy as well.‟
“As an NRI, finding a trustworthy and proactive wealth management partner in India was always a challenge until I started working with Greenedge. Their expertise, transparency, and client-first approach have given me complete peace of mind. I’ve been extremely satisfied with their guidance across all aspects of my financial planning, and their prompt communication makes managing investments from abroad effortless.
I’ve recommended GreenEdge and team to several other NRIs, and they’ve all had equally positive experiences. Truly a dependable and exceptional wealth management team.”
”As a working professional, it’s always challenging to devote time to manage finances effectively. Engaging with Rohit and GreenEdge team has been a great decision, and I am very happy with their services. They bring in-depth knowledge of investments, tax planning, estate planning, and risk management, helping me make informed and well-structured financial decisions.
GreenEdge team is well equipped to provide a consistent and sustainable wealth growth over the long term. Sharing for benefits of my network.‟
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”Managing personal finances has never been my strength, and I often felt overwhelmed by financial decisions. Since engaging with this Jitesh and GreenEdge team, everything has become structured and well-managed. Their expertise, transparency, and disciplined approach have made a significant difference. I truly appreciate the peace of mind they have brought to my financial life. My family’s entire portfolio is now being taken care by Jitesh and GreenEdge team.‟
”I have been working with Rohit and his team at GreenEdge for some time now, and I couldn’t be more satisfied with the experience. Their advice is always thoughtful, personalized, and aligned with my long-term goals. I truly appreciate their professionalism, transparency, and prompt support whenever I need it. Their team has helped me make confident financial decisions and stay on track with my investments. I was so impressed with their expertise that I recommended them to my family as well. They, too, share the same positive experience. I wholeheartedly trust and value their guidance and would strongly recommend them to anyone looking for reliable wealth management.‟
”It’s been nearly two years now, and I can already see how well my portfolio is progressing. Your precise advice, tailored to my long-term financial goals, has been brilliant and will no doubt set my wife, my kids, and me up for years to come. Since investing with Greenedge, I’ve referred three friends and colleagues to you, and they’re all very happy as well.‟
“As an NRI, finding a trustworthy and proactive wealth management partner in India was always a challenge until I started working with Greenedge. Their expertise, transparency, and client-first approach have given me complete peace of mind. I’ve been extremely satisfied with their guidance across all aspects of my financial planning, and their prompt communication makes managing investments from abroad effortless.
I’ve recommended GreenEdge and team to several other NRIs, and they’ve all had equally positive experiences. Truly a dependable and exceptional wealth management team.”
”As a working professional, it’s always challenging to devote time to manage finances effectively. Engaging with Rohit and GreenEdge team has been a great decision, and I am very happy with their services. They bring in-depth knowledge of investments, tax planning, estate planning, and risk management, helping me make informed and well-structured financial decisions.
GreenEdge team is well equipped to provide a consistent and sustainable wealth growth over the long term. Sharing for benefits of my network.‟
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”Managing personal finances has never been my strength, and I often felt overwhelmed by financial decisions. Since engaging with this Jitesh and GreenEdge team, everything has become structured and well-managed. Their expertise, transparency, and disciplined approach have made a significant difference. I truly appreciate the peace of mind they have brought to my financial life. My family’s entire portfolio is now being taken care by Jitesh and GreenEdge team.‟
Got Questions?
We’re here to help you!
Can NRIs invest in Mutual Funds in India
- 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.
Is there any additional compliance requirement
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 )
Any particular requirement wrt Bank account
Investments can be done either through Non Resident Ordinary (NRO) or Non Resident External (NRE) bank account.
What set of documents are required
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.
What about Taxation
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.
What is the Tax rate on gains
TDS Rate Applicable on NRI Investments in Mutual Funds
Funds | Tax on distributed income under dividend option | TDS on Capital Gain | TDS on distributed income under dividend option | |||
| STCG | LTCG | |||||
| Before July 23, 2024 | On or after July 23, 2024 | Before July 23, 2024 | On or after July 23, 2024 | |||
| Equity Oriented Funds | At the applicable tax slab rate | 15.00% | 20.0% | 10.0% | 12.5% | 20% |
| Debt oriented Funds | At the applicable tax slab rate | 30% | 20% | |||
Important Points
- 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.
Why should NRIs invest in India
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.
What is the process of completing KYC
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 !
How much does GreenEdge charge for its services
We do not charge anything from our clients. We earn our revenue from mutual fund companies and Stock broking platforms.
What are the risks involved in Investing
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.
How often do I receive my portfolio reports
Beginning of every month a detailed Portfolio report is shared with all the investors. It provides information on portfolio performance in all possible ways.
How often will my portfolio be reviewed
Is it safe to invest money with GreenEdge
Is it safe to invest money with GreenEdge
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.
We are trusted by NRIs across the world
We serve clients across the country with our tailored solutions
