Invest in India
Avoid paying capital gain tax on Mutual Funds
Wealthy Nivesh helps NRI leverages DTAA to avoid paying tax on Mutual Funds in India*
(UAE, Saudi, Oman, Qatar, Kuwait, Singapore)
Invest in India
Why HNIs Trust Wealthy Nivesh
Growing Asset Base.
1000 Cr+ Assets Under Management (AUM)
130+ HNI Families
Extensive experience serving affluent clients.
Led by IIT & ISB Alumni
Leadership from top-tier academic and professional backgrounds.
Seasoned Team
50+ Years of combined experience of the founders across Indian & global markets.
How NRIs Can Save Double Tax
Follow these 4 clear steps to legally avoid double taxation on your Indian investments:
Stay >183 Days
Reside at least 183 days in a country having a DTAA with India to qualify.
Obtain a Tax Residency Certificate (TRC)
Request this certificate from your country's tax authorities to confirm your tax residency.
Submit Form 10F to India
Provide residency details through Form 10F on India's income tax e-filing portal.
Claim TDS Refund or Reduced Tax
File your Indian tax return citing DTAA provisions to reclaim deducted taxes or benefit from lower tax rates.
Learn About DTAA Benefits
Watch this comprehensive guide to understand how you can maximize your tax benefits with our expert guidance.
Wealthy Nivesh guides you at every step:
We simplify paperwork, filings, and follow-ups—ensuring a hassle-free experience.
NRI Tax Advantage (DTAA Benefits for NRIs)
Avoid Double Taxation
DTAA treaties between India and 90+ countries (including USA, UK, UAE, Canada) ensure you pay tax on your investment income only once—either in India or your country of residence, not both.
Reduced or Zero Capital Gains Tax
Under DTAA provisions, capital gains earned from Indian investments are typically taxed only in your resident country, potentially at lower rates or even zero (e.g., UAE, Singapore).
Enhanced Net Returns
By reducing your overall tax burden through DTAA, you retain more of your investment returns, significantly boosting your net wealth.
Simplified Compliance Process
Our team guides you through obtaining essential documents, such as the Tax Residency Certificate (TRC) and Form 10F, making DTAA compliance straightforward and hassle-free.
Support for TDS Refund Claims
If taxes have already been deducted at source (TDS) in India, Wealthy Nivesh proactively helps you reclaim any excess amounts, ensuring you fully benefit from DTAA provisions.
Our Investment Ethos
Risk Optimisation
Dual-layered quantitative plus qualitative assessment for smarter risk management.
Customized Approach
Goal-oriented, risk-aligned investment paths tailored to each NRI's needs.
Alpha Oriented
Multi-factor investment models aiming to outperform benchmarks and generate superior returns.
Algos Driven
Proprietary algorithms/frameworks that eliminate human biases and provide unbiased insights.
Proprietary Tech Edge
WN Quant™ :
Analyzes 4,000+ mutual funds on 24 performance & risk parameters.
Uses regression-based scoring and back-testing (including stress tests during market crises).
Eliminates human bias for objective fund selection.
WN Basket™ :
Pre-curated mutual fund portfolios ("baskets") aligned to specific risk profiles and time horizons.
Targets higher alpha (excess returns) with better Sharpe ratios through optimal asset combinations.
Multiple variants available: Mid-Small Cap, All Cap, Balanced, etc., to suit different investment strategies.
Testimonials - Success Stories
I know Ankit (Founder of Wealthy Nivesh) for almost a decade now. Ankit has served me as a wealth advisor across two banks in UAE and India. So when Ankit started Wealthy Nivesh, it was natural for me to shift my portfolio to him. I have always founded Ankit possessing very high levels of professionalism and expertise. Thankfully those traits have passed on to his team at Wealthy Nivesh as well. I have seen all the ups and downs of the market with Wealthy Nivesh and am very happy with their tactical calls which successfully preempted market downfalls and hence helped to save a lot of money to me. Will certainly recommend WN basis my experience.
Gul Israni
Ex- CHRO, Al Tayer Group
Dear Ankit, A heartfelt thanks to you and your team for getting my TDS avoided for mutual funds redemption done in the month of March’25. I will be honest that I had my apprehensions that whether it is possible to get it done or not. But the way your team guided me throughout the process and helped in the documentation end to end made the process very convenient for me.Thanks again for all the help. I won’t mind incase you guys want to use this email as a testimonial. Let me mention that I am based in Dubai and my mutual funds for this context were across different fund houses. Wish you great success.
Namit Rajgarhia
Ex- CHRO, Al Tayer Group
Dear Ankit, A heartfelt thanks to you and your team for getting my TDS avoided for mutual funds redemption done in the month of March’25. I will be honest that I had my apprehensions that whether it is possible to get it done or not. But the way your team guided me throughout the process and helped in the documentation end to end made the process very convenient for me.Thanks again for all the help. I won’t mind incase you guys want to use this email as a testimonial. Let me mention that I am based in Dubai and my mutual funds for this context were across different fund houses. Wish you great success.
Namit Rajgarhia
Ex- CHRO, Al Tayer Group
I know Ankit (Founder of Wealthy Nivesh) for almost a decade now. Ankit has served me as a wealth advisor across two banks in UAE and India. So when Ankit started Wealthy Nivesh, it was natural for me to shift my portfolio to him. I have always founded Ankit possessing very high levels of professionalism and expertise. Thankfully those traits have passed on to his team at Wealthy Nivesh as well. I have seen all the ups and downs of the market with Wealthy Nivesh and am very happy with their tactical calls which successfully preempted market downfalls and hence helped to save a lot of money to me. Will certainly recommend WN basis my experience.
Gul Israni
Ex- CHRO, Al Tayer Group
Solutions Snapshot Our Offerings for NRI Investors
Wealth Management Solutions:
(Comprehensive financial services for NRIs)
Mutual Funds
Curated fund recommendations (equity & debt) optimized for NRI tax efficiency.
Concierge Services
End-to-end assistance with account setup (NRE/NRO), remittances, and documentation.
Unlisted Shares
Access pre-IPO and privately held companies in India.
Treasury & Estate Planning
Holistic guidance on managing global assets, repatriation, and inheritance planning for NRI families.
Bonds & Corporate FDs
High-quality debt instruments for steady income, including tax-free bonds when available.
GIFT City Investments
Utilize GIFT City avenues for hassle-free global investing and additional tax benefits.
Education Counseling
Plan ahead for children's education expenses and international college funding.
PMS & Portfolio Offerings:
(Premium portfolio management for HNI NRIs)
PMS & AIF Products
Curated Portfolio Management Services and Alternative Investment Funds (detailed performance, top managers, and strategies). Minimum investment ₹50L (as mandated).
Proprietary Fund Baskets:
Diversified fund baskets by Wealthy Nivesh (Mid/Small Cap, All Cap, Balanced) designed to capture growth while managing risk.
Global Investing via GIFT
Invest in international markets through GIFT City with ease, taking advantage of liberalized regulations for NRIs.
Startup & VC Investments:
Access to pre-vetted startup investment opportunities for portfolio diversification and high-growth potential.
Frequently Asked Questions (FAQs)
Yes. NRIs can invest in Indian mutual funds, stocks, and other assets through proper NRI accounts (NRE/NRO) and compliance. Wealthy Nivesh helps facilitate the account setup and compliance so you can seamlessly invest in India’s markets. (India has DTAAs with many countries to ensure NRIs can invest without double taxation.)
No – if you reside in a country that has a DTAA with India, you won’t pay tax twice on the same income. Double Taxation Avoidance Agreements ensure you pay tax in only one jurisdiction. For example, capital gains from Indian mutual funds may only be taxable in your country of residence, not in India. We make sure you avail all applicable treaty benefits so your returns are maximized legally.
Yes. Wealthy Nivesh is a AMFI-registered investment advisor and operates under all required regulations. You’re partnering with a certified, trustworthy firm that is compliant with Indian financial authorities. (We pride ourselves on transparency and governance.)
Absolutely. We assign you a dedicated relationship manager who understands NRI-specific needs and is available to assist you personally. You’ll receive one-on-one guidance, regular portfolio reviews, and prompt support for any questions about your investments or paperwork (including guidance on DTAA documentation).
Once you submit the lead form, our team will reach out within 24 hours to schedule a free consultation. In this introductory call, we’ll discuss your financial goals, explain how we can optimize your investments (including tax strategies like DTAA), and outline the next steps. Your information is confidential, and there’s no obligation – it’s a chance for you to understand how we can help before you commit.
Avail your DTAA Benefits
with Wealthy Nivesh
