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This document is an application form for Non-Resident Indians (NRI) to obtain permission to deal in shares in the secondary market under the Portfolio Investment Scheme (PIS) through HDFC Bank. It
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How to fill out application for portfolio investment

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How to fill out APPLICATION FOR PORTFOLIO INVESTMENT SCHEME (NRE)

01
Obtain the APPLICATION FOR PORTFOLIO INVESTMENT SCHEME (NRE) form from the relevant financial institution or website.
02
Fill in your personal details correctly, including your name, address, nationality, and contact information.
03
Provide your NRE account details and any other required bank information.
04
Indicate the amount you wish to invest and the types of securities you are interested in.
05
Attach any necessary documents, such as copies of your passport, proof of NRE status, and bank statements.
06
Review the completed application for accuracy and completeness.
07
Sign and date the application form.
08
Submit the application form along with the required documents to the designated financial institution.

Who needs APPLICATION FOR PORTFOLIO INVESTMENT SCHEME (NRE)?

01
Individuals residing outside India who wish to invest in Indian stock markets and have NRE (Non-Resident External) accounts.
02
NRI Investors looking to diversify their portfolios and take advantage of the investment opportunities in India.
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People Also Ask about

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.
Keep your documents ready Copy of valid passport (pages with your name, address, date of birth, date and place of issue, expiry date, photograph, address, signature and observation page, if any) Proof of NRI status, by way of valid Employment/Residence Visa copy or Work/Residence Permit. Copy of Indian PAN card.
NRIs can get the PIS letter with the help of the bank where the NRE or NRO account was opened. RBI has authorised only designated branches of a bank to administer the PIS. To open a Zerodha account, NRIs must have a PIS account with any one of the following banks: IDFC First, Yes bank, Axis, HDFC or IndusInd bank.
To obtain a PIS approval letter from RBI, you need to open an NRE PIS Account. The following documents are required to open an NRE PIS account: Valid passport copy. Proof of NRI status i.e. Visa copy, Work/Residence permit.
You need to apply for a PIS account through a bank where you hold a Non-Resident account. Only designate banks authorized by RBI to offer PIS account schemes, Banks designate specific branches where PIS accounts are opened and PIS transactions are undertaken.
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.
Open Instant Account and start trading today. Almost all the major banks in India offer PIS account services through its designated branches that have been authorized by the Reserve Bank of India to manage PIS. The popular banks offering PIS account include ICICI, HDFC, SBI and Axis bank.
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 Application for Portfolio Investment Scheme (NRE) is a formal request to invest in Indian securities, specifically designed for Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs) to invest in the Indian stock market and other financial instruments.
Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs) looking to invest in India's financial markets are required to file the Application for Portfolio Investment Scheme (NRE).
To fill out the Application for Portfolio Investment Scheme (NRE), applicants must provide personal details, including their name, address, nationality, source of funds, and details of the bank account from which investments will be made. Additionally, certain identification documents may be required.
The purpose of the Application for Portfolio Investment Scheme (NRE) is to facilitate and regulate investments made by NRIs and PIOs in Indian financial markets, enabling them to invest in equities, bonds, and mutual funds while ensuring compliance with foreign exchange regulations.
The information that must be reported on the Application for Portfolio Investment Scheme (NRE) includes the applicant's personal details, contact information, investment intentions, sources of income, and details about the foreign bank account to be used for transactions.
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Relevant keywords

Portfolio Investment Scheme NRE account HDFC Bank Investment in shares NRI investment PIS terms and conditions Repatriation benefits Capital gains tax Brokerage charges Equity shares

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