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Prem Tax & AccountingCPA · Aurora & Naperville, IL
General information only. Not investment, tax or legal advice. Naming a fund category is not a recommendation to buy, hold or sell anything. Prem Tax and Accounting Corp is a CPA firm, not a law firm. Rules differ by country and change often: confirm with the official source or a qualified adviser before you act. Read the full notice. Book a 10-minute call.
Mutual Funds in India

Mutual Funds in India: disclaimer and terms of use

How to use our Mutual Funds in India guides: general information from a CPA firm, not a law firm, with no advice, no fund recommendations, dated snapshots and limits on copying.

Prepared by Prem Tax and Accounting Corp. Last checked against official sources on November 5, 2026.

Prem Tax and Accounting Corp, a U.S. CPA firm in Aurora, Illinois, writes every page in the Mutual Funds in India section. This notice covers them all.

The short version
  • These pages teach and inform in general terms. They are not advice on investments, tax, law or accounting.
  • We never recommend, rate, sell or manage any fund, and naming a category is no tip to buy or sell.
  • Ours is a CPA firm and not a law firm, and reading a page makes you no client of ours.
  • Rules change and pages are dated snapshots, so confirm with the official source.
  • Bulk copying, scraping and AI training need our written permission.

Accuracy and change

Tax and reporting rules differ by country, and they change often. Fund houses set their own policies on who may invest, and those can change without notice. We checked figures against the official sources on each page's review date, but no page is promised to be complete, current or error-free. Where a rule is unsettled we say so. Past performance does not predict future results, and investments can lose value. Examples are invented, for illustration only.

Limits on our responsibility

To the fullest extent the law allows, Prem Tax and Accounting Corp, its owners and staff are not responsible for any loss or choice that follows from using these pages. Links lead to sites we do not control. Our site-wide terms and privacy pages apply as well.

The text, tables, charts and slide shows are ours. Reading, linking and printing one copy for yourself are fine. Copying pages in bulk, scraping them, or using them to train artificial intelligence systems needs our written permission; ask through our contact page.

Keep reading

Questions about how your Indian funds are reported on a U.S. return? Keshav Agrawal is a U.S. CPA and a Chartered Accountant (CA) from India. We prepare the U.S. side (for example Form 8621, FBAR and Form 8938) and can work alongside your adviser in India, Canada or Europe. We do not sell, rate or recommend any investment. Book a 10-minute call or send us a message.

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Prem Tax and Accounting Corp
4260 Westbrook Dr, Suite 107
Aurora, IL 60504
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