For NRIs

We protect and grow your wealth

A NRI is one who holds Indian passport.

As soon as one gets passport of a foreign country, Indian passport has to be surrendered as India does not allow dual citizenship.

However, after receiving foreign citizenship, NRIs should apply for PIO/OCI status.

Without NRI/PIO/OCI status, investments are not allowed in Indian financial markets.

Permanent account number – basically identification number with Income tax department of India. Every investor needs to have one. In case you do not have one, team GreenEdge can help you with the process. Following documents/information is required for applying PAN online –

  1. Copy of passport
  2. Overseas address proof
  3. Local Indian address proof, if any
  4. Sample signatures
  5. Email ID
  6. Phone no. (local Indian number)
  7. 2 passport size photos – to be sent to Income tax department
  8. Application form duly filled and signed

All the above documents have to be self-attested.

Hard copy of PAN card will reach at the communication address.

An NRI investor needs to have either NRE or NRO bank account. Investments can be done from either account only. Such bank account can be opened in your contry by visiting any Indian or Multinational bank (having its branches in India).

Also, please apply for Internet banking while account opening.

For starting investment journey in India, KYC is a mandatory requirement (in case it is not existing for an investor).

Same documents are required as for PAN. Additionally, self-attested copy of PAN is also required.

After finalizing the investment plan and schemes, requisite application forms and declarations have to be signed and investment cheques will have to be submitted with respective asset management company along with respective declarations.

Once the investment journey starts – Monthly reports and access to Greenedge’s art of system will be provided.

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Rohit Sethi
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.
Ankur Jain
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.
Shikha Vishal Arora
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.
Nitin Puri
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.