IND RBI Foreign Liability, Assets Survey

Published on: Jun 5, 2025

On Jun. 2, IND RBI opened 2024-25 round of survey re firms, funds.

  • IND RBI launched the 2024-25 round of its annual survey on foreign liabilities and assets (FLA) of mutual funds as well as asset management companies (AMCs).
  • It also issued revised FAQ re same, which includes revisions to dates in final column.
  • Follows IND RBI Jun. 2024 opened 2023-24 round of survey re firms, funds, #214532.
  • Context
  • The survey collects information from mutual fund companies and AMCs on their external financial liabilities and assets as at end-March of the latest financial year.
  • Results are publicly disseminated, used in compiling India’s external sector statistics.
  • Survey Requirements
  • AMCs are required to submit annual return on FLA, online via portal, by Jul. 15, 2025.
  • Mutual fund companies are required to fill the survey schedule (Schedule-4), available on the IND RBI website under regulatory reporting, send via e-mail by Jul. 15, 2025.
  • Both Hindi and English formats are available and reporting companies may use either.
  • Effectiveness
  • Both submission deadlines are Jul. 15, 2025.
Regulators
IND RBI
Entity Types
IA; Inv Co
Reference
Surv, PR 2025-2026/452, FAQ, 6/2/2025
Functions
Compliance; Financial; Reporting
Countries
India; Cross-Border
Category
State
N/A
Products
Equity; Fund Mgt; Mutual Funds; Wealth Mgt
Rule Type
Final
Regions
AP
Rule Date
Jun 2, 2025
Effective Date
Jul 15, 2025
Rule ID
256920
Linked to
Reg. Last Update
Jun 2, 2025
Report Section
International