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, Digital Gold, PMS, AIF, and more. No minimum deposit. Fully digital. AMFI Registered | Reg. No. 246671 NRI MUTUAL FUND INVESTMENT * 4,000+ NRI-eligible mutual fund schemes across 30+ AMCs. * Start SIP from Rs.100. Add SWP to create regular monthly income. * NRI Mutual Fund KYC fully digital - 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. * [COMING SOON] 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. PMS, AIF & ALTERNATIVE INVESTMENTS * Digital Gold - buy, invest, and redeem 24K pure gold digitally. Start from ₹1. No storage fees. Track live gold price in ₹ anytime. * AIF (Alternative Investment Fund) - Category I, II & III, SEBI-regulated, curated for NRIs. * PMS (Portfolio Management Services) - SEBI-registered, for HNI NRIs. * [COMING SOON] GIFT City 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. LEARN * NRI wealth reports: US-India, UK-India, UAE-India. * 25,000+ expert-verified articles on NRI finance, taxation & repatriation. * SBNRI Ask - 24x7 human support. TRUST & SAFETY * 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

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Managing your mutual fund portfolio just got simpler. With Smart Switch, you can switch multiple funds in one go, no need to initiate each switch separately. We check each fund’s eligibility upfront and automatically apply the required compliance checks, so you only see switches you can make.

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
  • 248.2 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 USD 179.99
  • NRI Demat Account USD 19.99
  • US Taxation(Form 1040)Itemized USD 229.99
  • US Taxation(Form 1040)Standard USD 149.99
  • US Tax Advisory & Consulting USD 49.99
  • Annual Investment Advisory USD 399.99
  • PAN Card USD 49.99
  • Goal based planning USD 229.99
  • Stock advisory USD 119.99
  • Capital Gain Tax Planning USD 69.99
Copyright
  • © 2020 @SBNRI, all rights reserved