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" Your Bridge Between Worlds: NRI Services Simplified"

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No Document Hassle
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Trusted by NRIs worldwide to simplify cross-border investing.!

Our Services

Invest from Abroad

Stay financially connected to India without the hassle. We manage everything from KYC to on-ground execution while you’re abroad.

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Invest Globally & Locally

Diversify smartly across borders. We help you balance risk and growth between Indian and global assets with good experience.

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Grow Wealth in India

Put your surplus capital to work back home. From mutual funds to equity, we build high-conviction portfolios in India for you.

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Repatriate Funds Easily

Bring your funds home, smoothly and compliantly. We handle RBI limits, tax forms, and the full repatriation process.

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Switch from PIS to Non-PIS

Simplify your Indian equity investments. We manage your PIS exit and set up a seamless non-PIS structure.

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Explore More Solutions

Need a wider plan? We offer customized financial solutions built around your life abroad.

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Investing from Afar — How Tequity Empowered an NRI to Stay Financially Connected to India

Rohan, a 42-year-old tech professional settled in the US, wanted to maintain a financial presence in India—not just for wealth diversification, but also to support future responsibilities like family care and retirement planning. However, managing investments from thousands of miles away posed multiple hurdles: complex paperwork, regulatory nuances, and the constant need for trusted on-ground execution. That’s when he turned to Tequity Investing. Our first step was to understand Rohan’s financial objectives and risk appetite. Once the investment strategy was in place, we facilitated a completely digital onboarding, including setting up NRI-compliant KYC, NRE/NRO accounts, and documentation. But the real turning point came when it was time to execute certain transactions that required physical signatures or Indian presence. To overcome this, we guided Rohan in appointing a trusted family member in India as his Power of Attorney (PoA) holder. We not only provided the PoA draft tailored for investment execution but also coordinated with legal advisors and banks to ensure smooth notarization and registration—both in the US and in India. With this in place, transactions that once seemed difficult or delayed became seamless. Rohan’s portfolio now spans mutual funds, debt, real estate and equity—all aligned with his goals. Regular reviews, tax reporting, and transparent performance tracking keep him informed and empowered, no matter the time zone.
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Rohan

"The Power of Attorney made it all real. Tequity didn’t just offer advice—they set up the entire mechanism to manage my investments with peace of mind. Now, I can focus on life here, knowing my finances back home are in good hands."

★★★★★

Finding Direction Without Borders — How Tequity Helped Sachin Navigate Global Uncertainty

Sachin, a 37-year-old Indian professional living in Malaysia, found himself at financial crossroads. Married to a Japanese national and with no plans of returning to India, he had accumulated an investible surplus of over ₹2 crores. While his parents continued to live in Mumbai—and he already owned a property there—his future remained globally open-ended. Would he eventually settle in Japan? Malaysia? Or somewhere else altogether? Amid this uncertainty, what weighed on him most was planning for his 9-year-old son’s education. Without clarity on where the family would be based in the long run, Sachin struggled to decide where and how to invest. That’s when he reached out to Tequity Investing. We first helped Sachin sort through the uncertainty—not by forcing choices, but by mapping scenarios. We worked with him to align his goals with practical investment frameworks that could adapt to change. Once the priorities were clear, we crafted a diversified global investment strategy: a mix of Indian markets for long-term growth and legacy, Malaysian instruments for local accessibility, and US-based funds aligned with his son’s likely higher education path. The outcome? A structured portfolio that gave Sachin peace of mind—not just about returns, but about direction.

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Sachin

"I used to feel stuck every time I thought about the future. Tequity didn’t just give me a plan—they gave me clarity. Now I know that no matter where life takes us, our money is working in the right places."

★★★★★

From Stability to Scale — How Tequity Helped Mohan Embrace High-Growth Investing

Mohan, a 36-year-old IIM Mumbai alumnus, had already built an impressive career in India’s FMCG supply chain sector before moving overseas. He was handpicked by a global trading firm and posted to Accra, Ghana, in a highly rewarding role. With annual savings between ₹60 to ₹80 lakhs after all expenses and taxes, Mohan found himself in a rare financial position—young, mobile, and with abundant surplus capital. By the time he approached Tequity Investing, he had already spent over a year in Ghana and had built a net worth exceeding ₹4 crores, with ₹1 crore of fresh capital ready to be deployed. Our first step wasn’t to jump into products or markets. We helped Mohan pause and appreciate his position—a rare blend of financial stability, global exposure, and the freedom to take bold investment calls. Once that shift in mindset was in place, we designed a tailor-made, high-conviction portfolio focused on high-risk, high-reward opportunities. This included a strategic mix of listed equities and selectively chosen unlisted businesses, curated based on Mohan’s appetite for growth, interest in emerging sectors, and long investment horizon.

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Mohan

"I always knew I wanted to do more with my money—but Tequity gave me the clarity, structure, and confidence to act on it. For the first time, my investments feel as ambitious as my career."

★★★★★

From Locked Funds to Financial Freedom — How Tequity Helped Medha Repatriate Her Capital Smoothly

Medha, a 52-year-old US resident, had made several investments in India over the years—many of which were routed through her NRO (Non-Resident Ordinary) account. At the time, she hadn’t fully understood the implications of using an NRO account, especially when it came to repatriating funds. Years later, once Medha firmly decided that she wouldn’t be returning to India, she wanted to move her capital back to the US. That’s when she ran into a wall of complexities. Repatriation from an NRO account, she discovered, wasn’t as simple as clicking a button. There were annual caps of $1 million, and a string of procedural formalities including the filing of Form 15CA and the certification of Form 15CB by a Chartered Accountant. Overwhelmed and unsure, Medha was introduced to Tequity Investing. We stepped in and took charge of the entire process—coordinating with her banks, ensuring timely tax compliance, arranging Form 15CA/CB filings, and planning the repatriation timeline over two years to comply with RBI’s limits. Beyond that, Tequity also helped Medha file her Indian income tax returns, ensuring her reporting obligations were met without stress. Today, all of Medha’s capital is safely back in the US, and she continues to rely on Tequity for cross-border financial planning and investment guidance.
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Medha

"I thought I was stuck with my money in India forever. Tequity helped me not only unlock it—but move it home, cleanly and compliantly. I wish I had found them sooner."

★★★★★

Simplifying Transitions — How Tequity Helped Jagdish Move from PIS to Non-PIS Investing

Jagdish, a 48-year-old NRI based in the UK, had been actively investing in Indian equities for several years through a Portfolio Investment Scheme (PIS) account. While the PIS route was suitable in the early stages of his investing journey, it came with its own set of challenges—transaction reporting, high compliance overhead, and limitations in how trades could be executed.As Jagdish became more financially savvy and wanted more flexibility in managing his portfolio, he realised that continuing under the PIS framework was unnecessarily restrictive. He wanted to switch to the non-PIS route, which allows NRIs to invest in Indian markets through NRO accounts without the need for RBI reporting—provided the funds are non-repatriable.However, the process wasn’t simple. The transition involved closing the PIS account, relinking the demat and trading accounts, updating bank mandates, and ensuring clean reconciliation of all past trades to avoid tax or compliance complications. That’s when Jagdish partnered with Tequity Investing. We started by conducting a comprehensive review of his holdings and the associated reporting trail under PIS. Our team then worked with his broker and banker to initiate the closure of the PIS account, ensured seamless migration to a non-PIS NRO setup, and updated all relevant documentation. We also provided clarity on how future transactions would be taxed, ensuring that Jagdish remained fully compliant while gaining the operational ease he was seeking.

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Jagdish

"I thought I was stuck with my money in India forever. Tequity helped me not only unlock it—but move it home, cleanly and compliantly. I wish I had found them sooner."

★★★★★

About Us

Tequity Investing is an independent investment advisory focused on delivering practical, well-researched financial solutions. Our approach is simple: understand the client’s real needs and offer solutions that are clear, relevant, and sustainable.

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