Skip to playerSkip to main content
What happens to your NPS if you move abroad, become an NRI, or even give up your Indian citizenship? In this video, we explain the key NPS rules for NRIs, OCIs, and Indian citizens moving overseas. While an NRI can generally continue with an NPS Tier-I account, the rules can be different if Indian citizenship is surrendered and OCI status is not retained. We cover the important points you need to know, including NPS account closure, corpus settlement, annuity rules, partial withdrawals, banking requirements, and the latest PFRDA guidelines.
क्या आप India से बाहर जाकर NRI बनने की planning कर रहे हैं और आपके पास NPS यानी National Pension System का account है? तो सबसे बड़ा सवाल यही है—क्या NRI बनने के बाद NPS account बंद करना पड़ेगा? इस वीडियो में जानिए NRI बनने के बाद NPS को लेकर जरूरी rules और regulations। क्या आप NPS Tier-I account जारी रख सकते हैं? NRI और OCI के लिए Tier-II account का क्या rule है? NRE/NRO bank account और KYC में क्या बदलाव करना होगा? विदेश जाने के बाद NPS में contribution कैसे जारी रखा जा सकता है और investment options पर क्या असर पड़ेगा?
#NPS #NRI #NPSForNRI #NationalPensionSystem #NRIInvestment #NPSRules #RetirementPlanning #NRO #NRE #OCI #PersonalFinance #Pension #Investment

~PR.474~HT.408~ED.472~GR.506~VG.HM~

Category

🗞
News
Transcript
00:00If you have a national pension system, you have a big question that will be,
00:09is that if you have to make a NRI account, or you will have to make a NPS?
00:16In this video, we will make NRI every NPS for you clear.
00:24But before moving, we will give you a little context.
00:28What is NPS? National Pension System, which we call it,
00:33will benefit you from this way?
00:36And if you are going to be a NRI,
00:38or you are going to be living in the village,
00:40or you are going to be living in the village,
00:42then you have to carry forward NPS.
00:47First of all, let's understand what NPS is.
00:50National Pension System, or NPS,
00:52a government pension scheme,
00:54a government pension scheme,
00:56which will be long-term budget and long-term savings,
01:01and investment.
01:04In this scheme, the subscriber gives a regular program,
01:07or a regular program,
01:09which gives an amount,
01:10which gives a pension fund manager,
01:14which requires equity, corporate bonds,
01:16or government securities,
01:20which gives you two accounts.
01:21NPS comes in two accounts.
01:23Tier 1,
01:24which comes in which you buy a pension pension,
01:26which means that your main pension account is
01:28that you have to pay attention to it,
01:32which means that you can never withdraw.
01:35There is a proper time limit,
01:37which means that you have to withdraw this account.
01:39And after that,
01:41there is a tier 2 NPS,
01:43which means that there is voluntary savings,
01:45which means that there is voluntary savings,
01:46but NRI or OCI,
01:48which is not available for NRI or OCI,
01:50because you are doing voluntary savings here,
01:53which means that you want to do savings,
01:55or you want to do savings in tier 2,
01:56which means that there is no savings in tier 2.
02:09There is a P,
02:16which means that there is no savings in tier 2.
02:17It means you are making up to tier 1 in tier 2.
02:21Which means that,
02:22This is why,
02:22if we have to clarify that
02:24the NPS,
02:25which means that now you can also provide a firm,
02:29that if you are making up to NRI,
02:33you can download NRI,
02:33which means that you can also provide NRI,
02:33which means that if you are getting into child 1,
02:35such as to have a NPS account,
02:38you can keep it. How do you do this carry forward?
02:40The NPS is Bharatiyya Nagariko for opening. Whether it is resident or NRI or OCI card holder.
02:49NPS job and location are both portable.
02:52If you want to change the country or the country, you can shift the account to not to be closed.
02:58When you go to NRI, you can automatically become your NPS tier 1 account.
03:04If you want to change the bank account, you can keep it.
03:07If you want to change the documentation and banking NRI rules,
03:12you need to change the status update and bank account in NRI category.
03:17For NRI subscribers, PFRDA, NRI or NRO bank account,
03:22this is the documentation, NRI or OCI.
03:28Contribution is available on the channel.
03:30You can do the financial accounts and pay for your pension fund,
03:33and asset allocation.
03:36Just remember that, payment and banking are not available on NRI.
03:42Now, you can understand the common difference.
03:45It is a very important difference.
03:46It is a very important difference.
03:47Understand, NRI and OCI can keep tier 1,
03:51but tier 2 can activate not to be activated.
03:55PFRDA, FAQ, or frequently asked questions,
03:59and in 2019, this circular,
04:00this is also known as NRI or OCI,
04:04tier 2 is not available.
04:06If you have a tier 2 resident status,
04:09then NRI will be closed or transition rules.
04:14If you want to see a financial advisor,
04:15It is better that you can close the account
04:18or you should discuss it with a financial advisor.
04:24Now, in the case of NRI,
04:27you have the only option for the resident.
04:30In the case of NRI,
04:31you can find your options in the active choice.
04:32you can find your options in equity,
04:33corporate bond,
04:35and government securities.
04:38Or in the auto choice,
04:40you can find your life cycle strategy.
04:43In equity allocation,
04:45in common schemes,
04:46you can find 75% to 75%
04:48Now, if we talk about a financial year,
04:50if we talk about a financial year,
04:52then you can change the pension fund
04:54and you can update the investment choice
04:56for 4 times.
04:58So, this doesn't mean that
04:59you don't have to remove the corpus
05:01but just keep the status
05:02and the banking NRI rules.
05:04If you understand practical steps,
05:07when you can carry forward your NPS account,
05:10first of all,
05:11you can update your POP
05:11or distributor
05:12or E-NPS portal
05:14NRI status.
05:17NRI or NRO account
05:18type of proof
05:19like Passbook, Statement
05:21or KYC.
05:23If you have the auto
05:25or active choice set,
05:26then you can review it.
05:28If you have the equity
05:29or debt mix
05:30is correct,
05:31then you can check it.
05:33In the next time,
05:35to the NRI compliant bank account.
05:38If you have a NRI
05:40and you can change
05:41what will change?
05:43Majorly banking
05:44and documentation
05:46there are
05:46new options
05:47there are
05:48equity,
05:49corporate bond,
05:49government securities.
05:51But the payment rule
05:52NRI accounts
05:53should be updated.
05:54And KYC
05:55and status
05:56should be updated.
05:57I will tell you
06:00tier 1
06:01NRI
06:01or OCI
06:02is okay
06:03tier 2
06:04is not
06:04tier 1
06:05retirement
06:06focused
06:07or
06:08tax
06:08or
06:10tier 2
06:11voluntary
06:12savings
06:12but
06:13NRI
06:14and OCI
06:14is not available.
06:16Now
06:16one
06:16is a
06:16specific situation.
06:19If
06:20someone
06:20is not
06:21leaving
06:22OCI
06:24and
06:44OCI
06:45NRI
06:46will
06:47be
06:47in
06:50NRI
06:51and
06:51will
06:51the
06:54recent
06:58circular
06:59to
07:00close
07:29close
07:31or
07:31NRI
07:32and
07:32has
07:32status
07:33update
07:34NRO
07:35accounts
07:36linked
07:36and
07:36auto
07:37choice
07:37life
07:38cycle
07:38funds
07:39Now
07:39they
07:40regularly
07:41contribute
07:41to
07:42NRI
07:44and
08:00NRI
08:01account
08:01and
08:01Banking
08:02and
08:02status
08:02compliance
08:03will
08:03be
08:06what
08:06should
08:11check
08:12your
08:13NPS
08:14tier 1
08:14or tier 2
08:15if
08:15NRI
08:16has
08:16to
08:16review
08:20equity
08:22or
08:23debt
08:23mix
08:23if
08:30you
08:31comment
08:31will
08:31tell
08:32that
08:32you
08:33have
08:33the
08:34biggest
08:36question
08:36to
Comments

Recommended