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What NRIs Need to Know About Inbound Mutual Funds | The Offshore Advantage
The Offshore Advantage is Belong’s webinar series that explains offshore investing for NRIs and the new opportunities emerging from GIFT City. Each episode breaks down complex regulations and products into simple, practical guidance for global Indians.
In Episode 1, Ankur Choudhary, Co-Founder and CEO of Belong, introduces inbound mutual funds, how they are structured in GIFT City, and how feeder fund models unlock complete capital gains tax exemption along with no TDS and no Indian ITR filing.
He also explains how GIFT City gives NRIs a practical and tax efficient offshore route to invest in India’s growth story, why India remains a strong long-term market for global investors and why diversification across geographies matters for NRIs.
Ankur also talks about different MFs available in India, different investment approaches, eligibility, minimum ticket size, fee cap and the key considerations NRIs should keep in mind.
If you are an NRI looking for a clean and compliant way to invest in India with tax efficiency, this episode gives you the clarity you need.
Featuring:Ankur Choudhary, Co-Founder & CEO, Belong
LinkedIn: https://www.linkedin.com/in/ankurc07/
X: https://x.com/ankurc07/
Chapters:
(00:03) Welcome and Introduction to Offshore Advantage
(00:15) What is GIFT City?
(00:35) Why NRIs Should Invest in India (The Core Reasons)
(00:52) India's Growth Story and Diversification
(01:52) Inbound Mutual Funds: Two Types and Taxation Basics
(03:08) Taxation for Funds Investing Directly in Stocks
(03:23) The Tax Exemption for Feeder Funds (Fund of Funds)
(04:44) Zero TDS and No Indian ITR Filing
(05:41) Retail Mutual Funds & Growth of GIFT City Ecosystem
(06:37) Introducing Tata India Dynamic Equity Fund
(07:21) Fund Structure and Core-Satellite Investment Strategy
(08:38) Minimum Investment and Eligibility Criteria
(09:42) Expense Ratio and Exit Loads
(11:08) Summary of Tax Benefits
(11:29) How to Invest via the Belong App (Digital KYC Process)
(13:08) Investment Risks (Expense Ratio & Currency Depreciation)
(14:58) Current Limitations and Developing Ecosystem
(15:53) Final Recap of GIFT City Investment Benefits
(17:54) Closing Remarks and Contact Information
About Belong
Belong is a fintech platform built for NRIs who want to invest in India with clarity and confidence. From USD Fixed Deposits to GIFT City Mutual Funds, Belong connects global income with Indian opportunities without the NRO, NRE or PIS maze.
Explore Belong:
Website: https://getbelong.com
App: https://app.getbelong.com/LywZ/YT
Instagram: https://www.instagram.com/getbelong
LinkedIn: https://www.linkedin.com/company/getbelong
X: https://x.com/GetBelong
Join our WhatsApp community: https://community.getbelong.com/
View all episodes
By BelongThe Offshore Advantage is Belong’s webinar series that explains offshore investing for NRIs and the new opportunities emerging from GIFT City. Each episode breaks down complex regulations and products into simple, practical guidance for global Indians.
In Episode 1, Ankur Choudhary, Co-Founder and CEO of Belong, introduces inbound mutual funds, how they are structured in GIFT City, and how feeder fund models unlock complete capital gains tax exemption along with no TDS and no Indian ITR filing.
He also explains how GIFT City gives NRIs a practical and tax efficient offshore route to invest in India’s growth story, why India remains a strong long-term market for global investors and why diversification across geographies matters for NRIs.
Ankur also talks about different MFs available in India, different investment approaches, eligibility, minimum ticket size, fee cap and the key considerations NRIs should keep in mind.
If you are an NRI looking for a clean and compliant way to invest in India with tax efficiency, this episode gives you the clarity you need.
Featuring:Ankur Choudhary, Co-Founder & CEO, Belong
LinkedIn: https://www.linkedin.com/in/ankurc07/
X: https://x.com/ankurc07/
Chapters:
(00:03) Welcome and Introduction to Offshore Advantage
(00:15) What is GIFT City?
(00:35) Why NRIs Should Invest in India (The Core Reasons)
(00:52) India's Growth Story and Diversification
(01:52) Inbound Mutual Funds: Two Types and Taxation Basics
(03:08) Taxation for Funds Investing Directly in Stocks
(03:23) The Tax Exemption for Feeder Funds (Fund of Funds)
(04:44) Zero TDS and No Indian ITR Filing
(05:41) Retail Mutual Funds & Growth of GIFT City Ecosystem
(06:37) Introducing Tata India Dynamic Equity Fund
(07:21) Fund Structure and Core-Satellite Investment Strategy
(08:38) Minimum Investment and Eligibility Criteria
(09:42) Expense Ratio and Exit Loads
(11:08) Summary of Tax Benefits
(11:29) How to Invest via the Belong App (Digital KYC Process)
(13:08) Investment Risks (Expense Ratio & Currency Depreciation)
(14:58) Current Limitations and Developing Ecosystem
(15:53) Final Recap of GIFT City Investment Benefits
(17:54) Closing Remarks and Contact Information
About Belong
Belong is a fintech platform built for NRIs who want to invest in India with clarity and confidence. From USD Fixed Deposits to GIFT City Mutual Funds, Belong connects global income with Indian opportunities without the NRO, NRE or PIS maze.
Explore Belong:
Website: https://getbelong.com
App: https://app.getbelong.com/LywZ/YT
Instagram: https://www.instagram.com/getbelong
LinkedIn: https://www.linkedin.com/company/getbelong
X: https://x.com/GetBelong
Join our WhatsApp community: https://community.getbelong.com/