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  5. Leading Foreign Portfolio Investor (FPI) engages Incorp for Tax Advisory...
  • Author : InCorp Content Team
  • 27 Jul, 2023
  • 2 min read

About the Company

An established asset management group with an increasing presence in Europe and Asia. Having a presence for more than 3 decades. It offers a broad range of actively managed strategies including equities, fixed income, multi-asset and absolute return. Considered among the top 10 FPIs operating in India. Having a diversified portfolio comprising equity and debt instruments, ADRs, GDRs etc.

Industry Focus

Equity and Debt Instruments

Equity and Debt Instruments

ADRs

ADRs

GDRs

GDRs

Timeline

2020

  • Almost 10 entities in India

2012

  • Setup in UK

2005

  • Setup in Luxembourg

1995

  • Incorporate in mauritius

What services did the client engage InCorp for?

  • India Tax Advisory in relation to investment instruments and income streams.
  • Annual Tax compliance
  • Tax litigation
  • Certification for repatriation of funds from India involving applicability of tax treaties.

What was the client’s long-term vision?

  • Increase the breadth and depth of expertise and products to offer.
  • Enhance investment capabilities, creating a strong, well-diversified line-up of active, high-conviction and high-performing investment strategies.

How did InCorp turn the client’s Vision to Reality

Client’s Main Challenges With InCorp
Difficulty understanding compliance rules offshore Provided Annual Tax compliance services across all entities
Tedious tax litigation services Professionally adhered to tax litigation services
Uncertain on how to repatriate funds from India Provided Certification for repatriation of funds from India
Looking for enhancing investment capabilities Eased with high-conviction and high-performing investment strategies

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