Mutual Funds for US & Canada NRIs 2026 Updated Guide

Are NRIs in the US or Canada allowed to invest in Indian Mutual Funds in 2026? The answer is yes, but the rules vary widely depending on the AMC.

In this completely updated guide, we explain:
✅ Which Indian mutual fund AMCs allow US NRIs
✅ Which AMCs allow Canadian NRIs
✅ SIP vs Lumpsum rules explained
✅ Which AMCs require physical presence in India
✅ FATCA & CRS rules for NRIs
✅ KYC validation deadline 2026
✅ NRE vs NRO account rules
✅ Taxation of Indian mutual funds for NRIs
✅ DTAA & foreign tax credit explained

This YouTube video is especially useful for:
• US-based NRIs
• Canada-based NRIs
• OCI Cardholders
• Indian expats investing in India
• NRI mutual fund investors

Covered AMCs:
HDFC, ICICI Prudential, SBI, Axis, Kotak, Parag Parikh (PPFAS), Motilal Oswal, DSP, Edelweiss, Nippon India, UTI, Quant, Sundaram, White Oak, and more.

Disclaimer:
This video is made only for educational and informational purposes for NRIs, OCI holders, and foreign investors. Tax rules, FATCA, CRS, mutual fund eligibility, and investment regulations may change over time and can vary based on your country of residence and personal financial situation.
Please consult a qualified tax advisor, CA, or financial professional before making any investment or tax-related decisions. We are not providing legal, tax, or investment advice through this video.

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TIMESTAMPS
0:00 — Introduction
00:32 — Why this matters (FATCA)
01:21 — The 3 buckets
02:04 — Category 1 (Online)
03:04 — Category 2 (Physical presence, US + Canada)
04:11 — Category 3 (US-only)
05:11 — Edelweiss deep-dive
06:12 — Documentation Checklist
07:10 — Summary Table
07:30 — Five things to remember
08:42 — Tax Rates
09:35 — Final Summary

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Видео Mutual Funds for US & Canada NRIs 2026 Updated Guide канала Savetaxs