Friday, 7 March 2025

🌍 Understanding the Liberalized Remittance Scheme (LRS) for NRIs

 



💡 What is the Liberalized Remittance Scheme (LRS)?

The Liberalized Remittance Scheme (LRS) is a facility introduced by the Reserve Bank of India (RBI) to allow Resident Individuals (RIs) to remit up to 💲250,000 per financial year (April to March) outside India. These remittances can be made for permissible current or capital account transactions or a combination of both.


Eligibility for LRS

✔️ Only Resident Individuals (RIs) under the Foreign Exchange Management Act (FEMA) can avail of LRS.
✔️ Indian citizens & foreign nationals qualifying as residents under FEMA can use LRS.
Not available to

  • Companies 🏢
  • Partnership firms 🤝
  • Hindu Undivided Families (HUFs) 👨👩👧
  • Trusts 🏛

💰 Permissible Current Account Transactions under LRS

You can use LRS for:
✈️ Private visits (except to Nepal & Bhutan)
🎁 Gifts & donations (including rupee gifts to NRIs/PIOs who are close relatives)
🛂 Emigration
👔 Overseas business trips
🏥 Medical treatment abroad
🎓 Pursuing studies outside India
🛠Employment opportunities abroad
💵 Maintenance of close relatives residing abroad


📈 Permissible Capital Account Transactions under LRS

LRS allows:
🏦 Opening a foreign currency account abroad
🏠 Purchasing property abroad
📊 Investing in shares, securities, and mutual funds abroad
🏢 Setting up a Wholly Owned Subsidiary (WOS) or Joint Venture (JV) (subject to RBI conditions)
💸 Extending rupee loans to NRIs who are close relatives (as per Companies Act, 2013)


⚠️ Key Restrictions and Limitations

🚫 Foreign currency accounts in India – Banks cannot open foreign currency accounts in India for residents under LRS.
🚫 Exceeding USD 250,000 limit – Requires prior RBI approval, except for emigration, medical treatment, and education.
💱 Currency of remittance – Can be in any freely convertible foreign currency.
🔁 Number of remittances – No limit on transactions, but the total must not exceed 💲250,000 per financial year.
🧒 Minors under LRS – Allowed, but Form A2 must be countersigned by a natural guardian.


🤔 Special Scenarios and Clarifications

1️  An Indian passport holder residing abroad for employment (e.g., in Singapore for 20 years) Cannot avail of LRS, as they are considered a resident outside India under FEMA.
2️
 Family remittances under LRS – Consolidation is allowed only for current account transactions but restricted for capital transactions (e.g., property purchases) unless co-owners or co-investors.
3️
 Bankers' role🏦 Authorised Dealers (ADs) must verify transactions through Form A2. Compliance responsibility lies with the remitter.
4️
 PAN Requirement🆔 Providing PAN is mandatory for LRS transactions.


Prohibited Transactions under LRS

🚫 Margin trading, lotteries, and speculative activities 🎰
🚫 Purchasing Foreign Currency Convertible Bonds (FCCBs) issued by Indian companies in overseas markets
🚫 Trading in foreign exchange abroad 💹
🚫 Remittances to FATF non-cooperative countries 🚫
🚫 Remittances linked to terrorism-related activities 🚫


🔄 Repatriation and Retention of Investments

✔️ Income earned from LRS investments (e.g., interest, dividends) can be retained abroad
✔️ Investments in overseas shares of a JV/WOS must comply with FEMA regulations


🎁 Loans and Gifts under LRS

✔️ Extending loans abroad – Allowed only to NRIs who are close relatives as per Companies Act, 2013.
✔️ Gifting funds – RIs can gift funds to NRIs/PIOs credited to their NRO accounts (within LRS limit).

📌 Example Scenarios:
📍 Scenario 1: A RI gifts 💲150,000 to his daughter in the USA in October and later wants to gift 💲100,000 to his son in the UK before March.
Allowed, as the total amount remains within the USD 250,000 limit.

📍 Scenario 2: A RI gifts 💲250,000 to her daughter in December and later wants to remit another 💲50,000 for maintenance before March.
Not allowed, as the full LRS limit is already utilized.


🏦 Credit Facilities for LRS Transactions

No credit facilities for capital account transactions under LRS.
✔️ AD banks may provide credit facilities for current account remittances.


👤 LRS for Sole Proprietors

🔹 Since a sole proprietorship has no separate legal identity, proprietors can remit up to USD 250,000 under LRS in their personal capacity.
🔹 If remittance is from a business account, the proprietor's individual eligibility under LRS applies.


🏁 Conclusion

LRS provides flexibility for Resident Individuals (RIs) to remit funds abroad for personal and investment purposes within set limits.
Compliance with FEMA regulations is essential to avoid legal or regulatory issues.
Proper documentation & transparency in transactions help prevent violations.

If you have queries regarding LRS, it’s always best to consult a financial expert to ensure smooth transactions! 📞💼

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