ODI Filing

Keep a clean regulatory and financial trail for outbound investment.

ODI filing relates to outbound investment by Indian entities or eligible investors in foreign ventures, subject to applicable overseas investment regulations.

Indian businesses expanding outside India must carefully review the structure, investment route, transaction value, board approvals, banking arrangements, foreign entity details, reporting obligations, and continuing compliance requirements.

Who is this for?

  • Indian entities investing in foreign ventures
  • Eligible investors expanding outside India
  • Groups building an overseas presence

What it involves

Outbound investment may create obligations at the time of investment and after the investment is made. Annual Performance Report tracking, investment updates, financial records, and banker coordination may become relevant depending on the facts.

Eraqus Advisors helps clients understand and organise outbound investment reporting, documentation review, transaction record maintenance, coordination with relevant professionals or bankers, and tracking of continuing compliance requirements.

Key considerations

  • Structure, investment route, and transaction value
  • Board approvals and banking arrangements
  • Reporting at the time of, and after, investment
  • Continuing obligations such as Annual Performance Reports

Ongoing compliance

ODI compliance is important because overseas expansion should be supported by a clean regulatory and financial trail. Proper documentation helps the Indian business maintain credibility and avoid future complications.

FAQ

Frequently asked questions

ODI refers to outbound investment by Indian entities or eligible investors in foreign ventures, subject to applicable overseas investment regulations.
Yes. Depending on the facts, there may be Annual Performance Report tracking, investment updates, and continuing compliance after the investment.

Discuss your requirement with our team

Tell us where your business stands today and what you are planning next. We will help you understand the structure, documentation, and compliance that fit your situation.