Overseas Mutual Fund Investment Avenues

Direct International Stocks

Invest in individual stocks listed on global exchanges like NYSE, NASDAQ, LSE

International Mutual Funds

Domestic funds investing in global equities with professional management

Alternative Investment Funds (AIFs)

Private equity and venture capital focused on global opportunities

GIFT City Investment Avenues

Access global markets through India's International Financial Services Centre

Portfolio Management Services

Customized global equity portfolios managed by licensed professionals

What is GIFT City?

Gujarat International Finance Tec-City

India's first and only International Financial Services Centre (IFSC) located in Gandhinagar, Gujarat. GIFT City provides a globally competitive business environment with world-class infrastructure, enabling financial institutions to operate under international regulatory frameworks while being based in India.

• Tax Benefits : Favorable tax regime including exemption from GST, stamp duty, and securities transaction tax
• Regulatory Framework : Operates under IFSCA with international standards comparable to Singapore, Dubai, and London
• Global Access : Direct access to international markets, foreign currency transactions without RBI approval
• Strategic Location : Positioned to serve as India's gateway to global financial markets with SEZ benefits

Indian Mutual Funds Offering Overseas Exposure

Invest globally through Indian Fund Houses

Fund of Funds(FoFs)and International Funds invest in overseas markets, providing diversification without direct foreign account opening

• Easy Access : Invest through regular MF platform
• INR Investment : No forex conversion hassle
• Regulated : SEBI-regulatedfund houses
• Professional : Expert fund management

Key Investment Objectives

Portfolio Diversification

• Reduce country-specific risk exposure
• Access to different economic cycles
• Currency diversification benefits
• Hedge against domestic market volatility

Access Unavailable Opportunities

• Technology giants (Apple, Microsoft, Google)
• Global consumer brands (Nike, Coca-Cola)
• Cutting-edge sectors (AI, biotech, EVs)
• Companies not listed in India

Long-term Wealth Creation

• Participate in global economic growth
• Higher growth potential in developed markets
• Estate planning and wealth transfer

Why GIFT City for UHNI Clients?

1 Simplified Compliance

StreamlinedKYC,single-windowclearance, and reduced regulatory burden compared to direct overseas investment

2 Cost Efficiency

Lower transaction costs, no stamp duty, no GST on financial services, competitive brokerage rates

3 Tax Optimization

Exemptionfromsecurities transaction tax, capital gains tax benefits, and treaty advantages for global investments

4 LRS Alternative

Investments within GIFT City don't count against the $250,000 Liberalized Remittance Scheme limit

5 Domestic Convenience

Operate from India while accessing global markets, INR-denominated accounts available, local support

6 Growing Ecosystem

150+ financial institutions, expanding product offerings, increasing liquidity and market depth

Taxation Framework

Understanding Tax Implications

Key Tax Advantages in GIFT City:

• No Goods and Services Tax (GST) on financial services saves 18%
• Stamp duty exemption on securities transactions