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This document outlines the fee structure for NRI customers utilizing the Portfolio Investment Scheme (PIS), including various fees such as approval issuance, annual maintenance, and transaction charges
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How to fill out FEE SCHEDULE FOR PORTFOLIO INVESTMENT SCHEME – NRI CUSTOMERS

01
Obtain the FEE SCHEDULE FOR PORTFOLIO INVESTMENT SCHEME – NRI CUSTOMERS document from your financial institution or online portal.
02
Read through the document to understand the different fees listed, including transaction fees, management fees, and any other applicable charges.
03
Fill in your personal details, such as name, address, and NRI account number, as required in the form.
04
Indicate the types of investments or services you are interested in within the scheme.
05
Review all information provided before submitting the form to ensure accuracy.
06
Submit the completed form to your financial institution along with any required identification or additional documents.

Who needs FEE SCHEDULE FOR PORTFOLIO INVESTMENT SCHEME – NRI CUSTOMERS?

01
Non-Resident Indians (NRIs) looking to invest in the Indian market may require this fee schedule to understand the costs associated with the Portfolio Investment Scheme.
02
Financial advisors managing portfolios for NRIs will also need this fee schedule to accurately advise their clients.
03
Banks and financial institutions offering portfolio management services to NRIs will require this fee schedule for compliance and transparency.
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People Also Ask about

Portfolio Investment Scheme Account. With the Portfolio Investment Scheme, you can purchase and sell shares and debentures of Indian companies on a recognized stock exchange under repatriation or non-repatriation basis. You can also access this account at anytime online.
Is PIS mandatory for NRI? No. You can invest in India through a non-PIS account as well. You will need a NRE or NRO savings bank account.
NRO account can be with any bank. A PIS permission letter from RBI has to be obtained via the partner bank. A PIS permission letter from RBI is not required.
What is PIS Account? ing to Schedule 3 of the Foreign Exchange Management Act 2000, NRIs can purchase and sell shares as well as convertible debentures of companies registered in India via a recognised stock exchange, by routing these transactions through their account with a designated bank branch.
1. Fixed deposits. Fixed deposits (or FDs) are one of the safest investment options for NRIs in India, especially if you have a low risk-taking capacity. It provides steady and assured returns at a fixed rate.
NRI Portfolio Investment Services SBI's NRI Portfolio Investment Scheme (NRI PIS) Account enables you to buy and sell shares, debentures of Indian companies on the Indian Stock Market. Portfolio Investment Services are offered in selected branches of State Bank of India.
However, if such company is appropriately regulated it may be given registration as Category II FPI for the purpose of acting as investment manager for other FPIs. Alternately, a fund having NRIs as its investors is also not prohibited from obtaining registration as an FPI.
Does an NRI require PIS permission to purchase shares in the primary market (IPOs) on repatriable/non repatriable basis? No, as an NRI you can purchase shares in the primary market on repatriable/non repatriable basis and application money can be paid through regular NRE SB/NRO SB Account or through inward remittance.

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The FEE SCHEDULE FOR PORTFOLIO INVESTMENT SCHEME for NRI customers is a detailed outline of various fees associated with managing and facilitating portfolio investments made by Non-Resident Indians (NRIs) in India. It includes charges related to transactions, account maintenance, and other services.
NRI customers who engage in portfolio investment activities in India are required to file the FEE SCHEDULE. This includes individual NRIs, companies, and entities that invest in securities and financial assets in the Indian markets.
To fill out the FEE SCHEDULE, NRIs need to provide personal details, investment details, and any necessary documents indicating the nature and amount of their portfolio investments. It is essential to follow the prescribed format and guidelines provided by the regulatory authority.
The purpose of the FEE SCHEDULE is to ensure transparency in the fees associated with NRI investments, enabling NRIs to understand the costs of managing their portfolio, thus aiding in informed decision-making regarding their investments in India.
The FEE SCHEDULE must report information such as the types of fees applicable, transaction volumes, account details, the identity of the investor, and a summary of all relevant transactions for the given period. This ensures compliance with regulations and proper tracking of investment costs.
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NRI customers Portfolio Investment Scheme PIS fees annual account maintenance fee transaction fees service tax fees structure investment scheme financial transactions PIS approval

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