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Portfolio Investment Scheme

Portfolio investment scheme by Bank of Baroda maintains and monitors the buying and selling of shares by

Service typeNRI Portfolio Investment Scheme for purchase and sale of Indian-company shares and convertible debentures through a registered broker on a recognised Indian stock exchange, on repatriation or non-repatriation basis.Eligible NRI/OCB investorsAn NRI or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.ChannelsThe investor designates an authorised-dealer branch to route all purchases and sales, uses a registered broker on a recognised stock exchange and contacts Bank of Baroda’s specialised NRI Mumbai branch for assistance; the page publishes no separate digital transaction channel.
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Portfolio Investment Scheme

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Answer what you know. This guide compares your answers with the criteria published for this product; it is not an approval decision. Your answers stay on this device.

1Are you this type of customer: An NRI or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch?

Published source: Eligible NRI/OCB investors

2Are you this type of customer: NRIs, PIOs and other eligible non-resident customers?

Published source: Customer type
0 of 2 answeredAnswer the remaining questions to see your checklist result.
✓ Manually checked 30 Aug 2026 · active
Offered byBank of Baroda

India; eligibility, branch and channel availability follow the official product terms

Key facts

What the official sources publish

Every value belongs to this exact product. Expand any fact to inspect its official evidence in place.

Eligible NRI/OCB investorsAn NRI or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.View source
The official terms define eligible /OCB investors, instruments, broker, exchange and designated branch requirements.
Source
Portfolio Investment Scheme
Page / section
Accessed
23 Aug 2026
Confidence
high
Open official source ↗
Foreign-investor holding limitsEach NRI/OCB is limited to 5% of a company's paid-up share capital or of each convertible-debenture series. Aggregate NRI/OCB holdings are capped at 10%, which may be raised to 24% by a special resolution of the company's general body.View source
The official terms publish the 5%, 10% and special-resolution 24% ceilings.
Source
Portfolio Investment Scheme
Page / section
— Holding limits
Accessed
23 Aug 2026
Confidence
high
Open official source ↗
Repatriation fundingFor repatriation-basis purchases, payment may be made by inward foreign-exchange remittance or from NRE/FCNR funds in India. Non-repatriation purchases may also use NRO, NRNR or NRSR funds.View source
The official terms distinguish funding sources for repatriation and non-repatriation purchases.
Source
Portfolio Investment Scheme
Page / section
— Payment and repatriation
Accessed
23 Aug 2026
Confidence
high
Open official source ↗
Published service chargesThe published schedule lists ₹1,000 for permission, 0.5% of purchase cost for registration/reporting (minimum ₹100, maximum ₹2,500), and 1% of sale proceeds for registration/reporting and crediting proceeds, capped at ₹2,500 per transaction.View source
The official charge table publishes permission, purchase and sale registration/reporting charges.
Source
Portfolio Investment Scheme
Page / section
Schedule of Charges
Accessed
23 Aug 2026
Confidence
high
Open official source ↗
Service typeNRI Portfolio Investment Scheme for purchase and sale of Indian-company shares and convertible debentures through a registered broker on a recognised Indian stock exchange, on repatriation or non-repatriation basis.View source
The official overview and define the /OCB exchange-traded share and convertible-debenture service.
Source
Portfolio Investment Scheme
Page / section
Overview /
Accessed
30 Aug 2026
Confidence
high
Open official source ↗
ChannelsThe investor designates an authorised-dealer branch to route all purchases and sales, uses a registered broker on a recognised stock exchange and contacts Bank of Baroda’s specialised NRI Mumbai branch for assistance; the page publishes no separate digital transaction channel.View source
The requires routing through the designated authorised-dealer branch and registered broker; the page lists the Mumbai support branch.
Source
Portfolio Investment Scheme
Page / section
/ Mumbai branch
Accessed
30 Aug 2026
Confidence
high
Open official source ↗
AvailabilityAn NRI or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.View source
The manually reviewed product record states: “An or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.”.
Source
Portfolio Investment Scheme — official product page
Page / section
Published product metadata
Accessed
15 Aug 2026
Confidence
high
Open official source ↗
Customer typeNRIs, PIOs and other eligible non-resident customersView source
The manually reviewed product record states: “, and other eligible non-resident customers”.
Source
Portfolio Investment Scheme — official product page
Page / section
Published product metadata
Accessed
15 Aug 2026
Confidence
high
Open official source ↗

Eligibility

  • An or OCB may purchase or sell shares and convertible debentures of an Indian company through a registered broker on a recognised Indian stock exchange, routing transactions through one designated authorised-dealer branch.

Passing a listed condition does not mean the bank will approve an application.

Related official documents

Portfolio Investment Scheme — official pageofficial-product-page · current · accessed 30 Aug 2026
↗

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Investment growth projection

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Possible value at the end₹13,03,464thirteen lakh three thousand four hundred sixty-four rupees
Money you put in₹7,00,000seven lakh rupees
Possible growth₹6,03,464six lakh three thousand four hundred sixty-four rupees

This is only an estimate, not a bank or insurer offer. The final amount can change because of taxes, fees, rate changes and provider rules.

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Investor · Published detail or OCB; OCB fresh purchases restricted from 29 November 2001, existing holdings may continue/sell

This value is copied from Portfolio Investment Scheme — published terms. Check the table notes before relying on it.

Source: Portfolio Investment Scheme · / Charges / Taxability Open official source ↗

Published tables

Complete rates, limits and schedules

Tables preserve every reviewed row and column from the cited official source.

Table 1 · 14 rows · 2 columnsPortfolio Investment Scheme — published termsPublished NRI investment limits, routes, charges and tax notes.View tableHide table

Scroll sideways to view every column

Portfolio Investment Scheme — published terms
ParameterPublished detail
Investor or OCB; OCB fresh purchases restricted from 29 November 2001, existing holdings may continue/sell
InstrumentsShares and convertible debentures of Indian companies
ExecutionRegistered broker on recognised stock exchange; all transactions routed through designated authorised-dealer branch
Per-investor holding cap5% of company paid-up shares; 5% of each convertible-debenture series
Aggregate cap10% for all /OCBs; may rise to 24% by special resolution
Repatriation fundingInward foreign exchange or / funds
Non-repatriation fundingInward remittance or ///NRNR/NRSR funds
Permission issuance₹1,000
Purchase registration/reporting0.5% of purchase cost; minimum ₹100, maximum ₹2,500
Sale registration/reporting1% of sale proceeds; maximum ₹2,500 per transaction
Long-term capital-gains tax10% of gain + 5% surcharge; shares held one year or more
Short-term capital-gains tax30% of gain + 5% surcharge; shares held less than one year
SupportSpecialized Branch Mumbai
Digital channelNot published
Portfolio Investment Scheme · / Charges / Taxability · accessed 30 Aug 2026Open official source ↗

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