European financial district

Investing abroad

Investing abroad, from India

Capital can leave India legitimately and efficiently — through the Liberalised Remittance Scheme for individuals or the Overseas Direct Investment route for companies. What decides the outcome is choosing the right jurisdiction and getting the paperwork right the first time.

A family walking through a European city

Why families do this

What a second base actually gives you

Investing abroad is rarely only about yield. It is usually about optionality — for the family, for the business, and for the currency your assets sit in.

  • A second base — A lawful right to live, bank and school your children in another country, held in your own name.
  • Currency and asset diversification — Exposure to a second currency and a second property or capital market, away from a single-country risk.
  • Mobility for the family — Travel and residence rights that usually extend to a spouse and dependent children.
  • A platform for business — A registered entity, bank account and local standing you can trade and raise capital through.

Benefits

Six outcomes clients ask for

  • 01

    A second base

    A lawful right to live, bank and school your children in another country, held in your own name.

  • 02

    Currency and asset diversification

    Exposure to a second currency and a second property or capital market, away from a single-country risk.

  • 03

    Mobility for the family

    Travel and residence rights that usually extend to a spouse and dependent children.

  • 04

    A platform for business

    A registered entity, bank account and local standing you can trade and raise capital through.

  • 05

    A path to long-term status

    Where the programme allows it, a documented route to permanent residence over several years.

  • 06

    Clean, reportable structure

    Every rupee that leaves India documented under LRS or ODI, and every asset disclosed in your Indian return.

The process

Six steps from objective to reporting

A flow we follow in the same order every time, because skipping step four is what creates problems in step six.

  1. 01

    1. Objective

    Return, residency, market access or diversification. Every later decision follows from this one.

  2. 02

    2. Jurisdiction

    Two or three countries compared on entry rules, holding costs, exit taxes and how liquid the asset really is.

  3. 03

    3. Structure

    Direct, through a holding company, or through a fund — chosen on tax outcome and reporting burden, not convenience.

  4. 04

    4. Route & approval

    LRS or ODI on the Indian side, with the correct forms, bank route and any prior filings completed.

  5. 05

    5. Execution

    Remittance, purchase or subscription, local registrations and title or share documentation.

  6. 06

    6. Reporting

    Annual performance reporting, foreign asset disclosure in India, and local filings in the host country.

Advisers reviewing an investment structure

Why Kompass

Advice from the people who also file your returns

  • Chartered Accountant-led — The tax and FEMA position is worked out by the same practice that files your Indian return.
  • Principal Consultant-led — Where a route carries residency, the immigration criteria are assessed carefully against the current rules, not guessed at.
  • No product to sell — We are not paid by developers or fund managers, so the jurisdiction shortlist reflects your objective.
  • One file, both countries — Indian filings in-house, host-country execution coordinated with licensed local professionals.

Our process

How we help

Every engagement runs the same way, so you always know what happens next and what it costs.

  1. Jurisdiction comparison

    A written comparison of your shortlisted countries on entry criteria, ongoing cost, tax treatment and realistic exit.

  2. Route selection

    Whether the investment goes out under LRS as an individual or as ODI from an Indian company, and what each implies.

  3. Structure design

    Ownership and funding structure modelled for tax, succession and future residency applications.

  4. Compliance filings

    Bank documentation, ODI forms, valuation reports and annual reporting handled to deadline.

  5. Local execution

    Coordination with licensed lawyers, accountants and agents in the host country.

  6. Ongoing reporting

    Foreign asset schedules, host-country returns and a consolidated annual position statement.

FAQs

Outbound investment questions

Let's map your global pathway

A first consultation covers eligibility, realistic timelines, total cost and the tax consequences of the move. You leave with a written plan, not a brochure.