About this service
Living abroad makes it harder to keep track of investments in India. Old addresses, changed residential status and paperwork that needs to be done in person are common reasons why NRIs lose touch with their shares, dividends and other holdings.
We work with you remotely and coordinate with companies, registrars and authorities in India on your behalf where the rules allow. Your residential status also affects how investments are held and how funds can be moved, so we guide you on the documents and procedures that apply to NRIs.
Who this is for
- You live outside India and have shares or deposits held in India
- You left India years ago and lost touch with early investments
- Your residential status changed after you invested
- You have inherited investments in India while living abroad
- You need documents attested or signed from another country
How we help
- 1
Understand your situation
We review your investments, residential status and what you know of your holdings.
- 2
Trace and verify
We locate your holdings and confirm their present status.
- 3
Prepare NRI documents
We list the documents you need, including attestation requirements for the country you live in.
- 4
Coordinate in India
We liaise with companies and registrars in India on your behalf, where permitted.
- 5
Complete and update
We follow up until the recovery is complete and your records are updated.
Documents commonly needed
The exact list depends on your case. We will confirm what applies to you.
- Passport with visa or OCI card
- PAN card
- Overseas address proof
- NRE or NRO bank account details
- Old certificates, folio or demat details
- Attested or notarised copies, as required
- Power of attorney, where a representative in India is needed
Frequently asked questions
Can I do this without coming to India?
In many cases, yes. Documents can be signed and attested abroad, and we coordinate the work in India. Some cases may still need in-person steps, and we will tell you upfront.
Can I transfer the money abroad?
Moving funds out of India is subject to RBI and FEMA rules and to your account type. We can point you to the rules that apply, and you should also speak to a tax or foreign exchange adviser about your own case.
Does my NRI status affect my old investments?
It can. Residential status affects how some investments are held and reported. We will flag what applies to you.
This page is general guidance, not legal or financial advice. Requirements differ between companies and cases, and we cannot guarantee any outcome.
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