NRI Investments
Simplified

Plan your investments in India with Rooted Bharat

₹55+ Crores


AUM

600+


Clients

15+


Countries

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What is GIFT City?

Gujarat International Finance Tec-City (GIFT City) is India’s first operational smart city and international financial services centre. It aims to provide high-quality infrastructure, financial services, and a competitive environment comparable to leading financial hubs worldwide.

Key Features

  • World-class infrastructure with advanced technology.
  • Regulatory support under IFSCA.
  • Opportunities for NRI investments with tax benefits.
  • Global financial services and fintech innovation hub.

Why GIFT City Matters

GIFT City plays a crucial role in positioning India as a global financial hub. It provides strategic opportunities for businesses and investors by ensuring seamless access to global markets while benefiting from India's growth potential.

Gift City Logo

Benefits of GIFT City

Illustration of Foreign Currency Investment

Foreign Currency Investment

Invest and redeem in foreign currencies like USD or EUR.

Illustration of PAN not mandatory; No TDS

PAN not mandatory; No TDS

Explore the tax benefits offered by specific funds.

Illustration of Secure and Transparent Environment

Secure and Transparent Environment

Benefit from a well-regulated investment environment overseen by IFSCA.

Illustration of Easier Onboarding

Easier Onboarding

Experience a hassle-free onboarding process with simplified documentation.

Illustration of No NRE/NRO Account Required

No NRE/NRO Account Required

Invest without the requirement of an NRE/NRO account.

Illustration of No Repatriation Restrictions

No Repatriation Restrictions

Enjoy complete freedom with no restrictions on repatriation of funds.

Products under GIFT City

Portfolio Management Services (PMS)

An investment portfolio in equities, fixed income, debt, cash, structured products, and other individual assets, managed by a professional money manager and tailored to specific investment objectives.

  • Discretionary PMS
  • Non-discretionary PMS
  • Advisory PMS
  • Focused PMS

Alternative Investment Funds (AIF)

AIFs operate as an exclusive club, offering unique investment opportunities beyond traditional options. These funds diverge from standard regulations, presenting investors with unconventional investments.

  • Private Equity Funds
  • Real Estate Funds
  • Hedge Funds
  • Infrastructure Funds

Other Products

A variety of investment options catering to diverse financial needs. These products provide access to global opportunities, structured investments, and customized wealth management solutions tailored to investor preferences.

  • International Funds
  • Advisory Funds
  • Structured Products
  • NRI Family Office

TESTIMONIALS

What our Customers Say

Kajal Ranyal

Rooted Bharat has been instrumental in my investment journey. Rooted Bharat helped me identify my financial goals, set small, manageable targets, and develop a responsible investment strategy over the last three years. Their personalized approach and dedicated support have made a significant difference in my financial planning.

Kajal Ranyal

Kajal Ranyal

Knowledge Expert McKinsey & Company

Suvan Sur

Starting from onboarding to investing in my first PMS, Rooted Bharat was there to guide me at each stage. I needed a reliable partner in India to navigate the complexities of investing in India. They provided the expertise and support I required to confidently make my investments. Their seamless process and professionalism have been invaluable

Suvan Sur

Suvan Sur

Principal Product Manager at Walmart

MEET THE TEAM

Minds Behind Rooted Bharat

CEO, Rooted Bharat

Bishan Agarwal

Bishan served with distinction in the Indian Air Force for two decades, bringing discipline and strategic thinking to his work at Rooted Bharat. Veteran investment professional with over 20 years of experience in financial planning. His commitment to financial growth and client security drives the company's success.

CFO, Rooted Bharat

Rohit Agarwal

A seasoned Finance & Investment Expert with a strong background in Mergers & Acquisitions, holding an MBA from MDI Gurgaon and CFA Level 2. With 5 years of experience at Deloitte and KPMG, he specializes in strategic investment planning, mutual funds, and portfolio optimization, helping clients achieve their financial goals with expert insights.

CTO, Rooted Bharat

Ravi Agarwal

A seasoned Language Agnostic Developer with a decade of experience, excels in Android, Java, React JS, and Python. His problem-solving skills and collaborative nature drive innovation in software development.