ETMarkets Smart Talk | Equity, mutual funds, bonds or property: Tax rules every NRI should know: Ritu Shaktawat

In an ETMarkets Smart Talk, Ritu Shaktawat, Partner at Khaitan & Co., outlines key tax considerations for NRIs investing in India across equity, mutual funds, bonds, and property. She highlights the importance of determining residential status, leveraging DTAA benefits, understanding asset-class-specific tax treatment, FEMA-compliant repatriation, and maintaining documentation. The piece also notes that while core taxation principles remain unchanged, recent legislative amendments around capital gains and mutual fund taxation make tax planning more critical for NRI investors.