Belong - NRI savings & investments

Building savings and investment products based out of GIFT City for NRIs exclusively. Our USD FDs and MFs are live in 39+ Countries | Tax filing live worldwide

[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ Mutual Funds: Performance Snapshot 📊

👉 Here's how the funds available on @GetBelong performed as of June 10, 2026. All returns are in USD, NAV-based.

🌍 A down week for every fund, but outbound US funds held up better than the rest.

- The Parag Parikh IFSC NASDAQ 100 FoF and Parag Parikh IFSC S&P 500 FoF both dipped on the 1M, but at -0.80% and -0.68% respectively. Since-inception returns stand at +16.39% and +9.82%.

- The Edelweiss Greater China Equity Fund posted its 3M figure for the first time: +10.29%, matching its since-inception return.

The fund has just cleared its first quarter of track record.

🇮🇳 Inbound India funds took a harder hit.

- The Sundaram India Mid Cap Fund dropped to -4.61% on the 1M. Since inception still holds at +5.95%.

- The Tata India Dynamic Equity Fund fell to -4.30% on the 1M. Its 6M return is now visible for the first time: -11.40%.

👉 The DSP Global Equity Fund remains the outlier. With 3M and 6M data available, it continues to trail across all timeframes: 3M at -1.06%, 6M at -6.78%, since inception at -7.65%.

Most of these funds are still in their early stages. The data is directional, not definitive.

We share these snapshots every Friday.

👉 Download the Belong app to explore these funds: https://t.co/NSviNzNvcp

[Belong - NRI savings & investments @GetBelong]

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[Belong - NRI savings & investments @GetBelong]

Philippines NRIs could pay 0% tax on their India investment gains.

Not because of a special scheme.
Not because of a tax treaty.

Just because of how the tax systems of the Philippines and GIFT City happen to work together.

One country doesn't tax the gain. The other may not tax it either.

A thread on how it works 👇

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[Belong - NRI savings & investments @GetBelong]

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[Belong - NRI savings & investments @GetBelong]

The biggest risk of investing in SpaceX may not be its stock. Here's why.

Most investors know about capital gains and dividend taxes while investing in US stocks.

👉 Far fewer know about US Estate Tax. And for your family, it could matter more than the stock's price after you're gone.

If you own US-situated assets and live outside the US, your family may face estate taxes above just $60,000 in US assets owned by you.

That's a very different reality from US residents, who enjoy much higher exemptions of up to $15 million.

The result?

An investor can spend years building a US portfolio, only for heirs to discover a tax issue they never planned for.

👉 The estate tax outcome can also vary depending on whether your country of residence has an Estate Tax Treaty with the US, significantly affecting the exemption available to investors.

See the infographic below to know:

• When estate tax applies
• Which assets are covered
• Better options for US exposure

[Belong - NRI savings & investments @GetBelong]

Why is investing in India still a regulatory headache for many NRIs?

The challenge isn't a lack of opportunities. It's structure.

This is especially true for US-based NRIs, where PFIC rules and complex tax reporting requirements have made investing in Indian funds far more complicated than it should be.

That's where funds like ABSL India Flexicap Fund (IFSC) in @GIFTCity_ change the conversation (live on @GetBelong).

👉 In GIFTed Insights Ep. 18, Mr. Sudhir S, Fund Manager of the ABSL India Flexicap Fund (IFSC), joins @nayak_pallav to discuss:

→ How the fund is structured for global investors
→ Fund's K-1 reporting for US NRIs and how it helps address PFIC concerns
→ The fund's flexicap strategy across large, mid, and small-cap stocks
→ Risks, liquidity, and investor suitability

👉 We'll also host an open AMA with the Belong team on India investing, GIFT City, taxation, and anything else on your mind.

📅 14 June 2026
🕒 10:30 AM - 11:30 AM EST
📍 Online
Register here: https://t.co/FAo1gQadqw

@abslmf

Disclaimer: This session is for educational and informational purposes only and does not constitute investment, tax, or legal advice. GIFT City AIFs are available only to eligible investors. Investment eligibility, minimum investment amount, accredited investor status, and fund acceptance are subject to applicable regulations and verification.

[Belong - NRI savings & investments @GetBelong]

Most NRIs say they want to retire in India.

But are they choosing India consciously, or simply because it feels like the obvious answer?

The challenge is that the India many NRIs imagine retiring in is often the India they left behind decades ago.

Meanwhile, both they and the country have changed in ways that are easy to underestimate.

👉 This week in The Capital, we explore reverse culture shock, the retirement decision-making process of one global Indian couple, and a simple framework for evaluating where should be retirement.

Read the full issue here 👇
https://t.co/Le5yHyIK4d

#NRIInvestments #GetBelong #TheCapital #Newsletter

[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ Mutual Funds: Performance Snapshot 📊

👉 Here's how the funds available on @GetBelong performed as of June 3, 2026. All returns are in USD, NAV-based.

🌎 Outbound funds continued their strong run, led by US-focused strategies.

- The Parag Parikh NASDAQ 100 FoF crossed +22% since inception, the highest in this cohort. Its 1M return now stands at +10.57%, reflecting the recent strength in US tech markets.

- Edelweiss Greater China Equity Fund continued to hold its gains, reaching +15.34% since inception.

🇮🇳 On the inbound side, last week's recovery lost momentum.

- Sundaram India Mid Cap Fund slipped back into negative on the 1M return.

-Meanwhile, the Tata India Dynamic Equity Fund's since-inception return declined to -12.63%.

👉 DSP Global remains the outlier in this set. It is the only fund with meaningful 3M and 6M history and continues to trail with a since-inception return of -5.72%.

Most of these funds are still in their early stages. The data is directional, not definitive.

We share these snapshots every Friday.

👉 Download the Belong app to explore these funds: https://t.co/NSviNzNvcp

#MutualFunds #GIFTCity #Belong

[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ 7/

[Belong - NRI savings & investments @GetBelong]

0% tax in India. 0% tax in Ireland. No loophole. Just tax law.

For some Ireland-based NRIs, @GIFTCity_ mutual funds could mean paying absolutely 0% tax on India investment gains.

A thread on how it works 👇

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[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ 6/

[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ @IFSCA_Official 5/

[Belong - NRI savings & investments @GetBelong]

NRIs believe more in @GIFTCity_ today than ever before. Here is the latest report.

👉 The @IFSCA_Official's latest quarterly bulletin (Jan-Mar 2026) is out.

Every category, every metric, every direction: up.

We broke down the key numbers in the carousel below. Swipe through.

Source: https://t.co/4YiIYia4KS

#GIFTCity #Belong

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[Belong - NRI savings & investments @GetBelong]

@GIFTCity_ @IFSCA_Official 4/