Tag
indian-mutual-funds
3 posts tagged indian-mutual-funds
- NRI Finance·
PFIC rules for H-1B Indians: why your Indian mutual funds are a US tax trap
Indian mutual funds, ETFs, and ULIPs are PFICs under US tax law. For H-1B and green card holders, this means punitive tax rates, interest charges, and complex Form 8621 filing. Here's what every Indian in the US must know.
- NRI Finance·
Indian mutual funds for UAE NRIs: SIPs, capital gains, and the return-to-India tax picture
UAE-based Indian NRIs can invest in Indian mutual funds — and unlike H-1B holders in the US, there is no PFIC problem. But Indian capital gains tax, TDS on redemptions, and the return-to-India transition require careful planning. Complete guide.
- US Investing·
PPFAS & MOSL Nasdaq vs direct US investing: which works better
PPFAS holds 35% US stocks; MOSL Nasdaq 100 tracks the NDX. When these beat the LRS route — and when direct US investing still wins.