India Investing for US NRIs | No PFIC, India Tax filing, or Remittance Tax
Thinking about investing in India without the PFIC Hassle?
Join us for an exclusive webinar introducing "Compounding Gems Aravalli Fund I," a unique opportunity to invest in India's thriving Small & Mid-Cap companies. This webinar will explain how a private equity-style approach can be applied to investing in public markets. Discover how our fund structure offers significant advantages for US tax-resident investors, eliminating exposure to Indian tax authorities, repatriation issues, PFIC issues, or any potential remittance tax. Explore a differentiated approach to gaining exposure to India, distinct from investments in GIFT City entities or traditional India-based Alternative Investment Funds (AIFs) or Portfolio Management Services (PMS).
What we’ll explore:
Unique traits of the Indian stock market and the case for investing in Small and Mid-Cap Companies
Understanding the Fund's differentiated Investment Strategy and approach
Benefits of the Delaware-Based Limited Partnership Structure for U.S. Tax-Resident Investors: investments and redemptions in an onshore vehicle
Investment team's background and track record, their skin in the game, and the outperformance since its launch.
Who Should Attend:
✔️ Non-Resident Indians (NRIs) who want to invest in Indian equity markets without facing hassles or regulatory risks
✔️ Foreign nationals interested in having exposure to India's rapidly growing economy and stock market.
🎙️ Meet the Speakers:
Saurabh Khandelwal - Co-Founder
Saurabh Khandelwal has over 20 years of investing experience across India and the Middle East. He was last working with Majid Al Futtaim Holding (MAF), a leading conglomerate in the Middle East, to look after investments, M&A, and venture capital. He has prior experience in India with Tata Capital (Private Equity), Bank of America Merrill Lynch (leading investment bank in India), and Ambit Corporate Finance. He graduated from IIT Kharagpur and IIM Lucknow.
Nitin Goyal - Co-Founder
Nitin Goyal has more than 21 years of investing experience in India. His last role was as a Partner at an India-focused multi-strategy AMC called Blue Lotus Capital. His prior experience has been at Avigo Capital and PricewaterhouseCoopers. He graduated from IIT Kharagpur, IIM Lucknow, and Stanford University.
📅 Don’t miss this opportunity to learn about investing in India without the hassle of PFIC, India Tax Filing, or Remittance Tax.
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Important Disclaimer:
This webinar is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The information presented is a preliminary summary and must be read in conjunction with the Fund's Offering Memorandum. Investing in the Compounding Gems Aravalli Fund I is speculative and involves a high degree of risk, including the potential loss of all or a substantial amount of your investment. The Fund may lack diversification, and its performance may be volatile. There is no guarantee that the investment objectives will be achieved, and fees and expenses may offset profits.
Past performance is not indicative of future results and is not a guarantee of future performance. The Fund is subject to new risks, and the General Partner/Principal cannot guarantee replication of prior performance. This presentation does not provide legal, tax, or investment advice. Please consult your independent advisors before making any investment decisions. The investment has not been approved by any securities commission or authority. While the General Partner, Compounding Gems Advisors, LLC, is registered as an investment adviser with the state of Washington and Texas, this registration does not imply a certain level of skill or training. All information is subject to change without notice.