Reduce single-country risk
When most of your wealth, income and property sit in one economy, one downturn can affect all of it. Spreading across regions reduces that dependence.
Build a global portfolio. Diversify your wealth beyond India.
Global equities, debt, ESOP and RSU diversification, and cross-border wealth—all integrated into one strategy by a SEBI-registered fiduciary adviser.
One country versus many markets
Wealth tied to one market
Wealth spread across regions
IndiaUnited StatesEuropeDeveloped AsiaEmerging markets
Conceptual illustration only. It is not a recommended allocation or a prediction of returns.
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SEBI-RIA · INA000020031Registered Investment Adviser
FiduciaryAdvice aligned with your interests
Direct custodyGlobal assets held in your name
$100M+Assets under advisory
36 parametersBehind every portfolio
Why global diversification matters
Reach businesses you cannot buy at home
Many of the world's largest companies and fastest-growing industries are listed overseas. A global portfolio gives you access to them.
Hold some wealth in other currencies
Children's education, travel and retirement abroad are often funded in foreign currency. Holding global assets can help match goals to currencies.
Balance what you already own
Concentrated holdings, such as employer stock, ESOPs or a family business, need a plan. Global diversification gives that plan somewhere to go.
All investments carry market risk, and diversification does not guarantee profit or protect against loss.
Everything you own, across every market, managed as one
Global equity and debt portfolios
Investment-committee-backed model portfolios across the US, Europe, Asia and emerging markets, reviewed and rebalanced as markets change.
ESOP and RSU planning
Consolidate vested ESOPs, RSUs and overseas holdings into one global account and reduce single-stock risk.
LRS-compliant offshore investing
Plan your remittances, TCS and reporting so your overseas investments stay within RBI and tax rules.
Cross-border wealth management
Align Indian and international wealth with guidance on LRS, repatriation and cross-border compliance. NRIs welcome.
Built around your world
Global advice for wealth with more than one story.
You do not need to have started investing abroad. We help people coordinate wealth, work and goals that now span markets.
See if global advice fitsHNIs and UHNIs
Coordinate a growing portfolio across asset classes and geographies.
Business owners
Balance business concentration with a considered personal wealth plan.
Senior professionals
Bring savings, equity compensation and long-term goals into one view.
ESOP and RSU holders
Plan around employer shares and overseas holdings in your name.
Family offices
Support a coordinated view across family portfolios and priorities.
NRIs
Navigate wealth and investment considerations across borders.
Advice built on research, aligned with you
Every portfolio is evaluated on 36 parameters before it reaches you. Three of them:
Plus 33 more parameters on every portfolio, and fiduciary advice from a SEBI-registered adviser.
From scattered holdings to one global portfolio
A clear, adviser-led path from understanding what you own to staying on course over time.
Discover
Share your goals, holdings and priorities in a 30-minute session.
Consolidate
Bring every asset, in India and abroad, into one coordinated view.
Invest
Put a research-backed portfolio to work, with the remittance and tax steps planned.
Grow
Review, rebalance and adapt with your adviser as your life and the markets change.
Clarity across bordersRemit within LRS Plan for TCS Keep reporting current Invest transparently
A compliant route to global investing
For resident Indians, offshore investing follows defined RBI and tax rules. We help you understand the steps, plan remittances and keep reporting in view.
Resident individuals can remit up to USD 250,000 per financial year under the RBI's Liberalised Remittance Scheme.
TCS applies at 20% on investment remittances above ₹10 lakh in a financial year, and can be adjusted against your income tax.
Foreign assets and income must be disclosed in your Indian tax return. Remittances to jurisdictions flagged by the RBI are not permitted.
We work within permitted channels and do not advise on structures designed to avoid tax or hide assets.
Information as of October 2026. Rules change, so confirm your position with your bank and a tax professional.
Discuss your global investment planYour first conversation
Ready to invest beyond borders?
Use a complimentary 30-minute session to understand how global investing could fit your wider financial picture. Bring your questions; there is no obligation to proceed.
- Talk through your goalsShare what you want your wealth to do across markets and currencies.
- Get clear on your optionsDiscuss remittance, reporting and portfolio considerations for your situation.
- Leave with a useful next stepAn adviser will help you understand whether a coordinated global portfolio is worth exploring further.
Book a free 30-minute strategy session
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Common questions
What is global diversification?
It means spreading your investments across countries, currencies, sectors and asset types instead of relying on one market. The aim is to reduce the impact of any single region's downturn on your overall wealth.
How much do I need to start a global portfolio?
There is no single rule. The right size depends on your goals, your LRS limit and the costs involved. In your free session, an adviser will tell you honestly whether a global portfolio makes sense at your level.
Are international mutual funds a good way to diversify?
They can be one option, but Indian mutual funds share an industry-wide overseas investment cap, and many international schemes have paused or limited fresh investments in 2026. Availability changes often, so an adviser can show you what is open and what the alternatives are.
Can I invest in offshore markets or tax havens?
Resident Indians can invest abroad through RBI-permitted routes such as LRS. Remittances to jurisdictions flagged by the RBI are not allowed, and all foreign assets and income must be reported in India. We help you invest globally within these rules and do not advise on tax avoidance or concealment.
Can my ESOPs and RSUs be part of the plan?
Yes. Vested ESOPs, RSUs and overseas holdings can be consolidated into your overall strategy, which helps reduce the risk of holding too much of one employer's stock.
How are advisers paid?
As a SEBI-registered Investment Adviser, fees are agreed with you in advance. [Describe your fee model here, e.g. fixed or AUM-based fee, and any exclusions.]
Will I keep ownership of my assets?
Yes. Global assets are held in direct custody in your name, and you get one consolidated view of your holdings.