NRI गाइड 2025
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विदेश से अपनी भारतीय संपत्ति वापस पाएं

Living overseas shouldn't mean losing your wealth in India. We simplify the complex process of IEPF claims, share transmission, and repatriation for NRIs.

K

By KMFSL Global Team

NRI SPECIALISTS

12 Min Read
LISTEN TO GUIDE 00:00
Global Asset Recovery

Global Reach

15+ Countries

Repatriation Estimator

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Net Repatriable Amount

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"For NRIs, recovering assets in India is not just about paperwork; it's about navigating cross-border regulations, banking compliance, and tax treaties."

01 The NRI Challenge

Non-Resident Indians (NRIs) face a unique set of hurdles when claiming unclaimed shares or dividends from the Investor Education and Protection Fund (IEPF). The process is significantly more complex than for residents due to:

  • KYC Hurdles: Expired Indian documents or lack of local address proof.
  • Banking Issues: Dormant NRE/NRO accounts or lack of a PIS (Portfolio Investment Scheme) account.
  • Logistics: Inability to physically visit RTA offices or courts in India.

02 5-Step Recovery Process for NRIs

1

Activate NRE/NRO Account

You cannot use a regular savings account. Reactivate your dormant NRO account or open a new one to receive funds in INR.

2

Document Attestation

Documents executed outside India must be attested by the Indian Embassy or notarized and Apostilled (for Hague Convention countries).

Tip: This is where most NRI claims get rejected. Ensure the stamp of the notary/embassy is clear.
3

File IEPF-5 / Transmission Request

File the claim online. For physical shares, send the hard copies along with the Indemnity Bond to the Nodal Officer.

4

Verification & Approval

The company verifies your documents. If approved, they send a verification report to the IEPF Authority.

5

Credit & Repatriation

Shares are credited to your Demat. Dividends are credited to your NRO account. You can then repatriate funds (move them abroad) after paying applicable taxes (Form 15CA/CB).

03 Critical Documents for NRIs

Identity & Address

  • Self-attested copy of Passport
  • OCI/PIO Card (if applicable)
  • Overseas Address Proof (Utility Bill/Bank Stmt)
  • Indian PAN Card

Banking & Legal

  • Cancelled Cheque of NRO Account
  • Client Master List (CML) of Demat
  • Indemnity Bond (Notarized/Apostilled)
  • Affidavit (Notarized/Apostilled)

04 Taxation & DTAA

India has Double Taxation Avoidance Agreements (DTAA) with 80+ countries (USA, UK, Canada, UAE, etc.). This ensures you don't pay tax twice on the same income.

Dividend Tax

20% + Cess

TDS deducted at source

LTCG (Shares)

12.5%

On gains > ₹1.25 Lakh

With DTAA

10-15%

Reduced rates possible

Struggling with NRI Documentation?

We handle the entire end-to-end process for NRIs, including Apostille, NRO account coordination, and DTAA compliance.

05 Frequently Asked Questions

KMFSL

About KMFSL Global

We are India's leading asset recovery firm for NRIs, assisting clients from USA, UK, Canada, Australia, and UAE in reclaiming their forgotten Indian investments.

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