We always believe that increasing your surface area matters. Increasing surface area means Diversifying across. Asset classes and across countries. There are many attractive options available at global level for investments. Here are a few reasons why you should consider Global Investing?

1. Because you may be missing 95% of Global Equity Creators

India represents only 5% of global equity markets. While many global funds focus heavily on US they miss big opportunities in AL, semiconductors, biotechnology, and EVs across Europe,Japan,South Korea and Taiwan. Our approach is sector and country agnostic and ensures you capture innovation wherever it occurs globally.

2. Because your wealth needs currency protection.

The rupee has depreciated by approximately 3% annually against the USD since 2000.Investing in dollar assets like this can benefit Indian investors by hedging against INR depreciation, locking in the current rate for future USD needs (such as children’s education ) and potentially gaining from USD appreciation .

3. Because Global Diversification delivers Intelligent Allocation.

Historical evidence proves that diversified India + Global portfolios are more intelligent and have generated 15.7% annual reruns versus 10.1% for India only investments. Low correlation between Indian and international markets reduces portfolio volatility over time.

4. Because you’re Global Allocation won’t Breach RBI Limits.

Many Indian mutual funds currently have limited room for international investments. This fund opens access to global markets and lets you make full use of your $2, 50,000 annual LRS limit, all within a compliant structure.

Let’s start your Global Investment journey with us.

Investment Parameters - That you must know

1. Initial Investment : $ 5000 (approximately 4.3 lakhs). Additional : $500
2. Portfolio Concentration : 30-50 Global Stocks
3. Market Cap Focus : Companies largely above $30B
4. Financial Pillars : Consistency, Predictability and sustainability
5. Valuation Discipline : Aim to invest @30% discount to fair value, avoiding value traps
6. Exclusions : Avoid Banks/Lenders and Tobacco,Gambling
7. Geographic Spread : USA, Europe, Japan, HK,South Korea,Taiwan and more
8. Distribution Style : Active, bottom-up stock selection
9. Taxation : Taxed at fund level

Blog by Mr.Santosh G Akerkar for educational and knowledge purposes only.