To provide a clear AMC-wise reference on the availability of Online and Offline transaction modes for NRI investors, along with country-specific restrictions (US / Canada) and the requirement of NRI declarations, enabling partners to process NRI transactions accurately, compliantly, and without delays.
| AMC's | Online | Offline | NRI declaration needed |
| Quant | Yes | Yes | No |
| SBI | Yes , Except US/Canada | Yes | Yes (Attached) |
| Edelweiss | Yes , Except Canada | Yes , Except Canada | Yes (Attached) |
| TATA | Yes , Except US/Canada | Yes , Except US/Canada | No |
| ICICI | Yes , Except US/Canada | Yes , Except Canada | Yes (Attached) |
| Bandhan | Yes , Except US/Canada | Yes , Except US/Canada | No |
| 360 One | Yes , Except US/Canada | Yes , Except Canada | Yes (Attached) |
| ITI | Yes | Yes | Yes (Attached) |
NOTE:
Offline Transactions:
The NRI declaration must be submitted along with the Application.
Online Transactions:
The NRI declaration should be emailed to mf_ops@assetplus.io ,once the order is placed mentioning the investor PAN details. The same will be forwarded to the respective AMC for processing.