Global Opportunities

Invest

Why Global Equities?

Indians today are spending more on dollar-denominated expenses than ever before. While these foreign expenses have shot up, the rupee has significantly depreciated against the USD over the last decade alone, creating a clear imbalance. By combining your Indian assets with exposure to US, European, and key Asian markets, you build a natural hedge against currency depreciation while improving your risk-adjusted returns.

Shares of companies listed outside India, including stocks from developed and emerging markets. A global sleeve adds exposure to different geographies, sectors and business models, and to different economic and rate cycles. It also provides access to sectors and companies not available in India, with currency diversification as a hedge against rupee depreciation.

Through our principal’s platform, we offer a unified gateway to global markets, enabling clients to access diversified investment opportunities across geographies, asset classes, and currencies.

Global multi-asset investment across equities, fixed income, ETFs, structured products, hedge funds, private markets, and private credit.

How you can invest

Direct overseas investing (for HNI / sophisticated clients) under RBI’s Liberalised Remittance Scheme (LRS), subject to limits, documentation, and tax rules.
International / global mutual funds across geographies:
- Feeder funds into US or global indices
- Thematic funds
- Fund houses’ “global” or “international” schemes
- ETFs

For most retail clients, the mutual fund route is easiest

No need to open foreign accounts
Professional management
Simple KYC and reporting via an Indian AMC

Why it belongs in a portfolio

Get exposure to companies and sectors we don’t have in India.
Reduce the risk that something specific to India hurts your entire portfolio.
Protect part of your wealth against rupee depreciation, which matters if you plan to send children abroad or travel internationally.

Making your portfolio more resilient by saying: India + the world, instead of India only.

A note on our role: We are neither qualified certified financial planners nor SEBI Registered Investment Advisors. We only suggest and/or recommend investments which are either incidental to each asset class or as recommended by our principals, and execute them in the capacity of distributors/intermediaries.

Global Opportunities