What is the minimum investment required to open a PMS account with DIAA?
- The minimum investment amount is ₹10 lakh
- You can invest either as liquid cash or transfer existing investments worth greater than or equal to 10 lack
- For NRIs, both NRE and NRO accounts can be used to invest the minimum investment amount.
For NRIs, both NRE and NRO accounts can be used to invest the minimum investment amount.
What documents do I need to start investing as an NRI?
- Valid passport and visa copy
- Recent overseas address proof (utility bill)
- PAN card (Aadhaar if available)
- Cancelled cheque of your NRE/NRO account
- Passport size photographs
- FATCA declaration
- Nominee identity proof
- Indian Mobile Number
- Need to do IPV (In-person verification)
How do I track my investments and get regular updates?
- 24/7 access to your portfolio through the Wealth Monitor, our team or through Wealth Spectrum
- Monthly detailed performance reports
- Quarterly portfolio review calls with investment experts
- Regular updates on WhatsApp/email
- Notifications of the transactions made
How are taxes handled for NRI investments in PMS?
- DIAA team assists with tax compliance for both India and your country of residence
- Support with DTAA (Double Taxation Avoidance Agreement) benefits
- Regular tax reports for filing returns
- Advance tax planning and projections
Can I withdraw my investments at any time?
Yes, you can withdraw your investments at any time; the same will be processed in accordance with the applicable laws. In case of a partial withdrawal, the withdrawal will be processed, subject to maintaining a minimum investment of ₹10 Lacs.
Is there any exit load for DIAA PMS?
- Schedule a consultation with our client partner
- Get a personalized investment strategy
- Open the PMS account. As account opening requires IPV (In-person verification) and it differs from country to country, check with the DIAA client partner how this can be done.
- Fund your account
- Start investing with regular portfolio monitoring
What are the returns of the DIAA ERS PMS Strategy?
The DIAA ERS PMS strategy’s returns for various time periods (1 month, 3 months, 6 months, 1 Year, 2 Years, 3 Years, 5 years, 10 years and since inception) and its benchmarks are available in the ERS factsheet. The strategy was launched on DEC, 2025, and the investment framework was updated in March 2026.