EazyNRI Investment Finder

Find your India investment plan in 5 minutes.

9 short questions. A personalized roadmap built around your US tax position, risk profile, and India investment goals. No obligation, no sales pitch.

9 Questions

5 min Estimated Time

100% Confidential

AMFI-registered distribution · US CPA oversight · Zero spam

Question 1 of 9 — Tax Status

What is your US immigration or tax status?

This determines your PFIC exposure and how we structure your India investments.

US Citizen

Born in the US or naturalized. Full PFIC and FBAR obligations apply.

Green Card Holder (LPR)

Lawful Permanent Resident. Same US tax treatment as citizen.

H1B / L1 / Work Visa

Substantial presence test likely met. US tax resident in most cases.

F1 / OPT (Student or Recent Graduate)

Exempt individual — typically non-resident alien for tax purposes.

Other / Not Sure

We'll clarify this on your discovery call.

Question 2 of 9 — Existing Exposure

Do you currently have any investments in India?

Even small or inherited holdings matter for your US tax position.

Yes — Mutual funds or SIPs

Likely PFIC exposure. We'll review your situation on the discovery call.

Yes — Stocks / Demat account

Direct equity through PIS route. We'll check your PIS compliance.

Yes — Real estate / property

Outside our scope, but we'll flag relevant FBAR obligations.

No — Starting completely fresh

Clean slate. We structure everything correctly from the start.

Question 3 of 9 — Banking

Do you have an NRE or NRO bank account in India?

Your account type determines remittance flexibility and repatriation options.

Yes — I have an NRE account

Fully repatriable. Tax-free interest in India. Fastest onboarding path.

Yes — I have an NRO account

We'll advise upgrading to NRE for new investments.

I have both NRE and NRO

Optimal setup. Fastest onboarding path.

No — I don't have either yet

No problem. NRE account setup is part of our onboarding process.

Question 4 of 9 — Investment Size

How much are you looking to invest in India?

This determines which products and structures are available to you.

$10K – $30K

MF SIPs + PFIC structuring

$30K – $50K

MF portfolio + equity access

$50K – $100K

MF + PMS access opens up

$100K – $200K

PMS + GIFT City eligible

$200K+

Full GIFT City suite + AIF access. Senior advisor will reach out directly.

Question 5 of 9 — Investment Goal

What is your primary goal for investing in India?

Your goal shapes which asset classes and product structures we recommend.

Long-term wealth growth

Equity MF, PMS, GIFT City

Regular income

Debt MF, bonds, REITs

Stay connected to India

Balanced, emotionally resonant approach

Diversify beyond US markets

Index funds, broad emerging market exposure

I'm not sure yet

We'll explore this together on your discovery call.

Question 6 of 9 — Risk Profile

How would you describe your investment style?

There's no wrong answer — this helps us match you to the right products.

Conservative — protect capital first

Debt MF, government bonds, NCDs, capital preservation focus.

Moderate — balanced growth and safety

Hybrid MF, blue-chip PMS, REITs, diversified equity.

Aggressive — maximize long-term returns

Small/mid-cap PMS, GIFT City equity, AIF strategies.

Question 7 of 9 — Time Horizon

How long do you plan to keep this money invested in India?

Horizon affects product eligibility — some PMS and AIF structures have lock-in periods.

1 – 3 years

Liquid products only

3 – 7 years

Standard equity suitable

7 – 15 years

PMS and GIFT City open up

15+ years

Full compounding story. All products available.

Question 8 of 9 — US Tax Filing

Do you file US taxes every year?

This tells us how to integrate India investments into your existing tax picture.

Yes — I use EazyTaxes

We'll link your accounts automatically for seamless year-end compliance.

Yes — I use another tax preparer

We'll prepare your India investment tax package for your preparer to use.

Yes — I file myself (TurboTax, etc.)

Important: self-filers have high PFIC non-compliance risk. We'll address this.

I'm not sure if I need to file

We'll need a quick tax review before any investments can be structured.

Question 9 of 9 — One Last Question

Have you heard of PFIC rules for US taxpayers?

This helps us calibrate how much explanation to include in your plan — no wrong answer.

Yes — I'm familiar with PFIC rules

We'll go straight to your specific situation and structuring options.

I've heard of it but don't fully understand it

We'll do a quick explainer before walking through your plan.

No — never heard of it

We'll cover this in depth on your call — it's the most important thing to know before investing in India from the US.

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Your EazyNRI Investment Plan

You're ready for a real India portfolio.

Based on your profile, here is the investment pathway we recommend.

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$799 one-time advisory fee

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