Global Investing Redefined

GIFT City Retail funds are dollar denominated funds available for Resident Indian Investors and NRIs who intends to invest globally or into Indian markets. The Funds are majorly open ended and Retail MFs with specific fund strategies. The Fund investment enables access to cross-border investments with innovative fund strategies and let you invest in global securities.

Mutual Funds under IFSCA in GIFT City offer resident investors access to professionally managed investment portfolios across India-focused and global (outbound) opportunities.

Regulated by IFSCA, these funds combine global accessibility with strong regulatory oversight and provide a USD-denominated structure. Eligible investors benefit from global portfolio diversification and no taxation beyond the fund level.

EZYinvest has partnered with leading global Asset Management Companies (AMCs) to distribute Global Mutual Funds , AIFs and PMS Funds to its clients through GIFT City. Serving a diverse clientele that includes NRIs, OCIs, EFIs, HNIs, family offices, and institutional investors, the firm offers curated global investment opportunities aligned with international standards and investor needs.

Benefits Of Investing In Retail Funds

Allows Geographic Diversification

Investing globally reduces overdependence on the Indian market. And with global mutual funds, your portfolio can stay more stable even if one economy faces volatility. It creates a USD-denominated portfolio.

Exposure to Global Economies & Themes

These global funds allow you to participate in the growth of the world's leading markets – such as the US, Europe, Japan, China, South Korea or emerging global themes like AI, EVs, biotech, healthcare, semiconductors, and clean energy.

Regulated, Transparent, and Seamless

Being under India's regulated GIFT City ecosystem, these funds offer more comfort and clarity in compliance, investor protection, and reporting as per the IFSCA regulations.

Access to International Companies

Invest in companies and sectors that aren't available on Indian exchanges, like Apple, Nvidia, Tesla, Amazon, LVMH, semiconductor giants like AMD, TSMC, or global pharma and tech leaders.

Hedge Against Currency Depreciation

If the Indian rupee weakens against global currencies (such as the USD), international funds may allow your global investments to gain additional value, offering a natural forex hedge.

Professionally Managed Global Exposure

You don't need to pick international stocks yourself. Fund managers with global research capabilities allocate your money across high-quality global assets.

Favourable Taxation in GIFT City

GIFT City Global Mutual Funds offer taxation benefits in the form of fund-level taxation, which allows for better post-tax returns to the investor. This makes it an attractive option, especially for global investors looking for tax efficiency.

Lower Entry Barriers Compared to Direct Global Investing

Unlike opening international brokerage accounts or dealing with high minimums, Global Mutual Funds offer a simple, accessible route with lower USD ticket sizes.

PAN Card Aadhar Card
Overseas Address Proof (for NRIs) FATCA Declaration
KYC Compliance Bank Account Details
LRS Declaration Form Passport (for NRIs)

Documents Required for Global MF Investments

Pan Card
Aadhar Card / Government ID Proof
Bank Account Details
KYC Compliance (CKYC)
FATCA Declaration
Overseas Address Proof (for NRIs)
Passport (for NRIs / Foreign Nationals)
LRS Declaration Form

Retail funds for Resident Indians & NRIs

FAQ

Frequently Asked Questions

You can open an account through a mutual fund platform offering international funds, or distributors providing GIFT City-based global mutual funds in India. The first step is to open an account with a broker registered with the IFSCA in GIFT City.

Yes, for outbound global funds where money is remitted overseas by Resident Indians under the Liberalised Remittance Scheme (LRS) up to USD 250,000 per financial year under the purpose code S0001.

Yes. CKYC/e-KYC is compulsory for all investors investing in GIFT City global mutual funds.

Some of the charges when investing in global mutual funds may include;

  • Expense ratio
  • Foreign exchange conversion fees
  • Bank remittance charges (under LRS)
  • Platform or transaction fee (varies by intermediary).

The major difference is that global funds invest in international markets, while domestic funds invest only in Indian companies and assets.

Global funds are sensitive than Indian mutual funds as they carry extra risks like currency fluctuations and global market volatility. However, on a broader scale, they offer diversification.

Like every mutual fund, there are certain viable risks in the global mutual fund:

  • Currency risk
  • Market and geopolitical risk
  • Sector concentration (in thematic/global tech funds)
  • Regulatory changes in foreign markets

In GIFT City, as per the IFSCA guidelines, the taxation for global mutual funds in India will happen at the fund level – meaning the fund will deduct taxes from its end. The investor will receive post-tax returns, which will be taxable at individual slab rates.

To benefit from global economies and the wide diversification they offer, an investment horizon of 5 years or longer is preferable in international mutual funds.

Before investing in global MFs, one must consider the following points:

  • Your risk tolerance and investment horizon
  • The region or theme the fund is investing in.
  • Fund house reputation and track record
  • Expense ratio and underlying fees.
  • Lastly, whether diversification aligns with your existing portfolio.
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