AMFI-registered distribution with curated portfolios built for long-term wealth creation. From SIPs starting at INR 500/month to sophisticated AIF strategies for HNIs.
Data-driven portfolio construction across equity, debt, and hybrid funds. Risk-profiled for your goals and time horizon.
Category I, II, and III Alternative Investment Funds for accredited investors. Minimum INR 1 crore commitment.
Systematic Investment Plans from INR 500/month. Goal-based planning for retirement, education, and wealth creation.
End-to-end support for NRI mutual fund investments through NRE/NRO accounts. FEMA-compliant routing and KYC assistance.
Periodic review and rebalancing to maintain target asset allocation. Tax-loss harvesting where applicable.
Single dashboard view across all AMCs. Performance tracking, tax statements, and capital gains reports.
Free Resource
Upload your CAS statement — get an AI analysis of fund overlap, expense ratios, and risk concentration. Takes 2 minutes.
NRIs can invest in Indian mutual funds through their NRE or NRO accounts. The process requires KYC completion with FATCA declaration for US/Canada NRIs. Some AMCs restrict investments from US/Canada-based NRIs due to FATCA compliance — we help you navigate which funds accept NRI investments from your country of residence.
NRI mutual fund gains are subject to TDS at source — 12.5% for LTCG on equity (above INR 1.25 lakh), 20% for LTCG on debt. DTAA benefits may apply depending on your country of residence. Repatriation of redemption proceeds requires Form 15CA/15CB certification.
A Mutual Fund Distributor (MFD) earns trail commissions from AMCs (0.5-1% of AUM). A Registered Investment Adviser (RIA) charges fees directly to clients. ZenoWealth operates as an AMFI-registered distributor, meaning you pay no separate advisory fees — our compensation comes from AMC commissions.
Book a free 30-minute consultation. We'll assess your situation and create a personalized roadmap. No commitment required.