Mutual Fund Investment for NRIs
Professionally managed portfolios that grow your wealth steadily, without asking you to track the market daily.
Explore, compare, analyse and invest in mutual funds
All in one place
60+ AMCs
Fund houses on the platform
SIP & Lump sum
Flexible ways to invest
Goal-based
Portfolios built around your goals
Regular
Portfolio reviews
60+ AMCs available on the Investify Prism platform
Mutual funds let you diversify across equity, debt and hybrid strategies through a single, well-managed structure. We build a fund mix around your goals, risk appetite and repatriation needs, and review it with you at regular intervals so it keeps pace with your life.
Key Highlights
Common Questions
Yes, though additional FATCA compliance is required and a limited set of fund houses accept US/Canada-based NRIs. We match you with those funds.
Types of Mutual Funds You Can Explore
A well-built portfolio usually mixes more than one category. We help you decide the right balance for your goals.
Equity funds
Invest mainly in company shares and aim for long-term growth, with higher ups and downs along the way.
Debt funds
Invest in bonds and other fixed-income instruments, usually for steadier returns and shorter horizons.
Hybrid funds
Combine equity and debt in one fund, so your money is spread across growth and stability.
Index funds & ETFs
Track a market index at a low cost instead of relying on a manager to pick stocks.
International funds
Add exposure to global markets, subject to the limits and rules that apply to such funds.
Goal-oriented funds
Funds designed around goals such as retirement or a child's education, with a built-in long-term focus.
SIP or Lump Sum?
Both are valid ways to invest. The better fit depends on how your money becomes available and how you prefer to invest it.
Systematic Investment Plan (SIP)
Invest a fixed amount at regular intervals, building the habit of disciplined investing without trying to time the market.
- Suits regular income and long-term goals
- Spreads your purchase cost across market highs and lows
- Can start with a relatively small amount
Lump sum
Invest a larger amount in one go, for example from a bonus, business proceeds or the sale of an asset.
- Suits surplus money that is available today
- Whole amount is exposed to the market from day one
- Often combined with a SIP for balance
Four Steps to a Mutual Fund Portfolio That Fits You
- 01
Understand your goals
We start with your goals, time horizon, risk comfort and existing investments.
- 02
Shortlist suitable funds
We narrow the choice to funds that fit your profile, comparing category, cost, consistency and risk.
- 03
Start your SIP or invest a lump sum
Set up regular SIPs or invest a lump sum, with the paperwork handled alongside you.
- 04
Review and rebalance
We revisit your portfolio at regular intervals so it stays in line with your goals as markets and life change.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Let’s Talk About Your Wealth Goals
Whether you are building your first investment portfolio, managing substantial wealth or looking to diversify an existing portfolio, Investify Prism can help you explore investment solutions aligned with your financial objectives, investment horizon and risk preferences.
Speak with Kishore Devaraj to discuss your goals and explore the available investment options.