Mutual Funds for US & CANADA NRIs (Updated 2025)

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Investing in mutual funds with the right Asset Management Company (AMC) is crucial for achieving your financial goals—especially for NRIs. Not all AMCs in India accept investments from NRIs, especially those based in the US and Canada, due to regulatory restrictions. In this video, we explore the top AMCs in India that allow NRIs to invest, with a special focus on options available for NRIs residing in the US and Canada.

Topics Covered in This Video:
- Top AMCs in India for NRIs
- Which AMCs specifically cater to US and Canada-based NRIs
- What is a Declaration Form and why it’s important
- Specific documentation required by different AMCs

Key Takeaways:
- Not all AMCs offer services to NRIs from Canada—choose wisely
- Get all required documents ready before initiating the investment process
- Fill out your Declaration Form correctly to avoid delays or rejections

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Disclaimer: This video is for educational purposes only and does not constitute financial or legal advice. Please consult with a professional advisor for your specific situation.
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Thanks for this video, very insightful!!

riddhisawant
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Are all these rules same for oci card holders?
Thank u

xetfs
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Great video sir. Can you please share in which platform we can invest instead of navigating to individual AMC's. Also, investors are allowed only in Regular or direct plans also available? Please clarify. Thanks

saisabha
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Hi can you also make this same video and other videos considering UK NRI investors as there is a large diaspora here and it would be very helpful to us? Thank you!

__-mpom
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Hi Alok. Very informative talk. How about the restriction with NRI from South Korea? Is there any option to invest in MF via GIFT City-reputed bank?

ruchirpansuriya
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this is good, now how to invest ? can you explain about it or show it

GouseMastanShaik
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Hi, can i keep my money invested in HDFC mutual funds if it was invested couple of years back while i was in India and before moving to Canada as PR. Same with SBI mutual fund. Would want it to grow. Or is there any obligation for canadian residents to redeem it forcefully after we become NRI? Appreciate if you can guide. Thanks

richasharma
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Thanks for making this video. Can Canadian investors residing in India invest in ICICI and HDFC mutual funds?

munishruchi
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What about NRI from France? Thanks for such an informative video.

yps_disponible
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I created HDFC sip while i am in US. My kyc was updated to US address while I was in India

Incognito
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Bandhan is not allowing, there website is not letting create account if I declare that I am US/Canada resident

mohitmishra
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Hi Alok, can you please suggest me, i have few SIP running from last few years, i just moved to US a month back, Now should i continue the SIP which was created when i was in India, or should i cancel them and start newly in the above mentioned AMC .

sandeepkumar_lenovo
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How can I reach you for consultation call ?

solitaryreaper
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What if lumpsum investment was done in Past as NRI in US and any of those AMC's not listed in this chart provided in this video ?

naturelover
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Hi

What about the AMC’s in which money was already invested before moving to Canada?

Can I keep the funds invested in AMC’s which are not in this list even if I become an NRI but I don’t invest fresh amount in them and I leave them to grow for a long term tenure and redeem them say around after 10 years .

Pls suggest. Thanks

navdeepgrewal
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Whiteoak do not allow US and Canada investor...please check their FAQ section

SP-xori
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