SBNRI: NRI Mutual Fund & Tax

SIP, SWP, NRE/NRO & Tax Filing

Only for iPhone

Free · In-App Purchases · Designed for iPhone. Not verified for macOS.

iPhone

#1 NRI Investment App - Mutual Funds, SIP, SWP, Tax Filing, PMS, AIF, and more. AMFI Registered | Reg. No. 246671 NRI MUTUAL FUND INVESTMENT * 1,500+ NRI-eligible mutual funds. * Start SIP from ₹1000. Add SWP to create a regular monthly income. * NRI Online Mutual Fund KYC - Aadhaar and Non-Aadhaar routes. * Invest via NRE (repatriable) or NRO (non-repatriable) funds. * Portfolio Analyzer labels every fund: Best Performing, Consistent or Needs Attention. Know exactly where to act. * Dollar Mutual Funds via GIFT City | Invest in India in USD, tax-free. Fund houses: SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential, Nippon India, Aditya Birla, UTI, Quant, Mirae Asset and 20+ more. Dedicated NRI Relationship Manager * Quarterly portfolio check-ins * Goal planning (retirement in India, children's education, moving back to India, property purchase planning) * NISM-certified team PMS, AIF & ALTERNATIVE INVESTMENTS * AIF (Alternative Investment Fund) - Category I, II & III, SEBI-regulated, curated for NRIs. * PMS (Portfolio Management Services) - SEBI-registered, for HNI NRIs. * GIFT City: Invest from your resident country in USD; taxation as per applicable laws NRI TAXATION & TAX FILING * NRI ITR filing - salary, rental income, capital gains, and dividends all covered. * DTAA advisory to avoid double taxation between India and your resident country - USA, UK, UAE, Canada, Germany, Singapore, and more. * Capital gain tax on property sale, shares, and mutual funds. * NRO account tax clarity and optimisation. * TDS refund and Form 15CA/15CB support. * US and Canada NRIs: PFIC, FATCA, and 401k India tax advisory. * NRI PAN card application and correction - fully assisted. * In-house CA (India) + CPA (USA/Canada). One team. Zero hand-offs. NET WORTH & GLOBAL PORTFOLIO TRACKER * Track India & International investments from one app. * See your full net worth across countries - India mutual funds, US 401k, UAE savings - all in one place. * Daily NAV, returns vs benchmark, net worth snapshot updated live. * AMFI Registered | Reg. No. 246671 * Your money goes directly to AMC or bank. SBNRI never holds your funds. 100+ countries: USA | UAE | UK | Canada | Singapore | Australia | Saudi Arabia | Qatar | Kuwait | Oman | Germany | Malaysia | New Zealand

  • 4.5
    out of 5
    708 Ratings

Your Investments, Now More Personalized with SBNRI Introducing Invest Plus — a simpler, more personalized way to explore mutual funds with SBNRI. Share your risk appetite and investment time horizon, and we’ll curate fund options based on your investment preferences.

The developer, SBNRI TECHNOLOGIES PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Financial Info
    • Contact Info
    • Contacts
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics
  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Contacts
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Provider
SBNRI TECHNOLOGIES PRIVATE LIMITED
Size
252.1 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
  • Real Estate Advisory ₹ 14,900
  • NRI Demat Account ₹ 1,799
  • US Taxation(Form 1040)Itemized ₹ 19,900
  • US Taxation(Form 1040)Standard ₹ 12,900
  • US Tax Advisory & Consulting ₹ 3,999
  • Annual Investment Advisory ₹ 34,900
  • PAN Card ₹ 3,999
  • Goal based planning ₹ 19,900
  • Stock advisory ₹ 9,900
  • Capital Gain Tax Planning ₹ 5,900
Copyright
© 2020 @SBNRI, all rights reserved