As domestic equity returns moderate, Indian family offices and wealthy investors are shifting capital toward real estate, logistics, and private credit. We examine the market dynamics, AIF fundraising surge, and essential GST and tax compliance considerations.
Reports suggest SEBI has proposed capital gains tax relief for foreign investors who reinvest security proceeds within India. We analyze the policy mechanics, direct tax frameworks, and broader macroeconomic revenue implications.
Former SEBI member Ananth Narayan calls for a shift toward residence-based taxation for foreign investors to improve market efficiency and credit flow.
As global investors seek a liquid hedge against highly concentrated AI markets, India's structural earnings recovery and robust tax architecture present a compelling $115 billion opportunity.