Mutual Funds & AIFs
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.
What We Offer
Curated MF Portfolios
Data-driven portfolio construction across equity, debt, and hybrid funds. Risk-profiled for your goals and time horizon.
AIF Access
Category I, II, and III Alternative Investment Funds for accredited investors. Minimum INR 1 crore commitment.
SIP & Lump Sum
Systematic Investment Plans from INR 500/month. Goal-based planning for retirement, education, and wealth creation.
NRI MF Investing
End-to-end support for NRI mutual fund investments through NRE/NRO accounts. FEMA-compliant routing and KYC assistance.
Portfolio Rebalancing
Periodic review and rebalancing to maintain target asset allocation. Tax-loss harvesting where applicable.
Consolidated Reporting
Single dashboard view across all AMCs. Performance tracking, tax statements, and capital gains reports.
Free Resource
Free: MF Portfolio Health Check
Upload your CAS statement — get an AI analysis of fund overlap, expense ratios, and risk concentration. Takes 2 minutes.
Frequently Asked Questions
How do NRIs invest in mutual funds in India?
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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.
What are the tax implications for NRI MF investments?
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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.
What is the difference between MFD and RIA?
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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.
Let's Build Your Wealth Roadmap
One call. 30 minutes. Walk away with a written action plan.