Market-Linked Equity & Wealth Strategies

Powering Your Return with India’s Growth Engine.

Investing in Indian equity as an NRI is no longer just about buying “blue-chip” stocks. It is about strategic allocation across Direct Equity, PMS (Portfolio Management Services), and AIFs (Alternative Investment Funds). We help you navigate the 2026 regulatory landscape to ensure your capital is positioned in high-growth sectors while remaining fully compliant with FEMA and global tax laws.

📈 1. Direct Equity & Portfolio Construction

We assist you in setting up a modern, 100% digital investment infrastructure.

• PIS (Portfolio Investment Scheme) Management: We streamline the setup of your PIS-enabled NRE/NRO Demat accounts, ensuring every trade is automatically reported to the RBI for seamless compliance.
• Sectoral Focus 2026: Our research desk focuses on “New India” themes—Generative AI, Renewable Energy, and GCC-led Services—sectors where Indian firms are currently benchmarking global leadership.
• Repatriation Strategy: We ensure your equity builds are structured via NRE accounts for Full Repatriability, allowing you to move your capital and gains back to your foreign base without friction.

💎 2. Premium Wealth: PMS & AIF Access

For high-net-worth NRIs, we provide entry into sophisticated investment vehicles that go beyond mutual funds.

• Portfolio Management Services (PMS): Curated access to specialized fund managers who offer concentrated portfolios (20-30 stocks) tailored for high-alpha returns.
• Alternative Investment Funds (AIF): For “Sophisticated Investors,” we facilitate entry into Category II and III AIFs, focusing on private equity, venture capital, and long-short strategies that are typically unavailable to the general public.
• The Startup Pipeline: Leveraging our startup network, we provide curated opportunities for NRIs to participate in early-stage (Series A/B) funding for Indian tech companies.

⚖️ 3. Tax Efficiency & Compliance (FY 2025-26)

NRIs are subject to TDS (Tax Deducted at Source) on equity sales, making tax-efficient planning a necessity.

• LTCG Optimization: We help you manage the 12.5% Long-Term Capital Gains tax (on profits exceeding ₹1.25 Lakh) by strategically timing your redemptions.
• DTAA Benefits: Our tax desk ensures you don’t pay double tax. We provide the documentation needed to claim tax credits in your country of residence (USA, UK, Canada, UAE, etc.).
• Dividend Taxation: We advise on the most efficient way to handle dividend income, which is taxed at your applicable slab rate for NRIs.

🧭 The Equity Investment Spectrum for NRIs

🛡️ The India Wapsi “Equity Shield”

• Fiduciary Responsibility: We are your advisors, not brokers. We do not earn commissions on your trades, ensuring our advice is 100% aligned with your portfolio growth.
• Digital Vault: All your trade confirmations, tax certificates, and holding statements are available 24/7 in your secure India Wapsi Dashboard.
• FEMA Compliance: We ensure every rupee invested and earned follows the latest Foreign Exchange Management Act master directions.

“India’s equity markets are the world’s most exciting growth story in 2026. We make sure you aren’t just a spectator, but a shareholder in that success.”