Helvetia Holding AG
Helvetia Holding AG (SIX: HBAN) is trading at CHF 203.40, about ₹23,701 at today's CHF/INR rate, as of 9 Oct 2026, 11:30 AM ET, down 0.68% today. Indian residents can buy Helvetia from India on Paasa under the RBI's Liberalised Remittance Scheme.
Quote
Today's low
CHF 202.60
Today's high
CHF 206.60
52 week low
CHF 183.40
52 week high
CHF 226.60
HBAN opened at CHF 206.40, closed previously at CHF 204.80, and has traded between CHF 183.40 and CHF 226.60 over the past 52 weeks.
About
Helvetia Holding AG functions as a financial services group, leveraging its subsidiaries to deliver a comprehensive suite of life, non-life, and reinsurance products. Its extensive market presence spans Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and various other international regions. The company's diverse product portfolio encompasses life insurance options like investment-linked and group policies, alongside non-life coverage for property, motor vehicles, health and accident, liability, and transport risks. Furthermore, it provides annuity plans and various pension schemes. Established in 1858, the firm's global operations are managed from its headquarters in Sankt Gallen, Switzerland.
Key statistics
Avg. volume
127.55K
Market cap
CHF 20.15B
P/E Ratio
25.02
Price-to-sales ratio
1.09
Enterprise value
CHF 11.17B
Free cash flow yield
6.40%
Debt-to-equity ratio
0.54
Return on equity
4.26%
ROIC
1.35%
Beta
0.33
Dividend yield
3.79%
Last dividend
CHF 7.70
Financial overview
Revenue
CHF 10.25B
Earnings per share
CHF 10.32
Free cash flow
CHF 716.30M
Net profit margin
2.64%
Gross margin
20.08%
EBITDA
CHF 983.20M
Revenue growth
-8.65%
Similar securities
This is not an investment recommendation
How to buy Helvetia from India
Indian residents can buy Helvetia shares through Paasa in four steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name with Interactive Brokers. Read the full guide: how to invest in Helvetia from India
Open a Paasa account
Complete digital KYC with your PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Add funds under LRS
Transfer INR from your Indian bank account. Your bank reports the remittance under the RBI's Liberalised Remittance Scheme and converts it to US dollars and then to CHF.
Search for Helvetia and place an order
Find Helvetia by name or by its ticker, HBAN, and choose an order type. Helvetia trades 12:30 pm – 9:00 pm IST; orders can only execute during that window.
Track holdings and download tax reports
Follow your Helvetia position in CHF and INR, and use Paasa's capital-gains and dividend statements when you file your Indian return.
Trading and taxes when buying Helvetia from India
Trading and limits
- Trading hours
- 9:00 am – 5:30 pm CET
- LRS limit
- $250,000Per financial year, under the RBI's Liberalised Remittance Scheme.
Tax for Indian residents
- TCS on remittance
- 20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
- Capital gains in India
- 12.5% or slab rateGains on shares held for more than 24 months are long-term and taxed at 12.5%. Gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
- Dividends
- Slab rateDividends are taxed at your slab rate in India. Helvetia’s current yield is 3.79%.Dividend tax explained
FAQs
Can Indian residents buy Helvetia stock?
Yes. Helvetia (HBAN) has been listed on the SIX Swiss Exchange since 1996, in the Insurance - Diversified industry, and Indian residents can buy it through Paasa. You fund the account from your Indian bank under the RBI's Liberalised Remittance Scheme and the money is converted to US dollars and then to CHF. Shares are held in your own name at Interactive Brokers, segregated from Paasa's own assets.
How much does one Helvetia share cost in rupees?
One Helvetia share is CHF 203.40 — about ₹23,701 at a CHF/INR rate of 116.52 on 10 Oct 2026. Both the Helvetia price and the rupee rate move during the day, so the rupee cost changes with them.
What are the LRS and TCS rules for buying Helvetia from India?
Remit up to $250,000 per financial year under the RBI's Liberalised Remittance Scheme (LRS). Banks collect 20% tax at source on LRS remittances above ₹10 lakh in a financial year; the TCS is adjustable against your income-tax liability. FX and the LRS declaration are handled by your bank when you fund your account.
How are gains on Helvetia shares taxed in India?
Gains on shares held for more than 24 months are long-term and taxed at 12.5%. Gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. The gain is computed in rupees using the CHF/INR rate on the purchase and the sale date, so the rupee move counts alongside the Helvetia price. Paasa issues a capital-gains statement for your return.
Does Helvetia pay a dividend, and how is it taxed in India?
Yes. Helvetia pays a dividend and the current yield is 3.79%; the last declared dividend was CHF 7.70 per share, about ₹897.22. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
When can I trade Helvetia from India?
The SIX Swiss Exchange trades 12:30 pm – 9:00 pm IST in Indian time. The window shifts to 1:30 pm – 10:00 pm IST when Switzerland is on standard time. Orders can only execute during that window.
Do I have to declare Helvetia shares in my Indian tax return?
Yes. Foreign shares held on 31 March must be reported in Schedule FA of your Indian income-tax return. Paasa gives you a Schedule FA-ready statement listing your Helvetia holding, its cost and its closing value.
How do I sell Helvetia and bring the money back to India?
You sell during market hours (12:30 pm – 9:00 pm IST) and the proceeds settle in CHF in your Paasa account. From there you can hold the balance, reinvest, or repatriate. Funds can be withdrawn in any currency to any bank account in your own name. Whether the sale is short- or long-term is decided by the 24-month holding period.
Does the rupee rate affect what I make on Helvetia?
Yes. Helvetia is priced in CHF, so your rupee outcome combines the CHF move with the CHF/INR move between the day you remit and the day you convert back. Both directions are reflected in the capital-gains statement Paasa issues.