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.
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.
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