Master Global Investing with Exclusive Model Portfolios

The InvestYadnya Global Model Portfolio is a curated, research-backed basket of international instruments (primarily high-liquidity, low-cost ETFs and select high-conviction global stocks) designed by our SEBI-registered Research Analysts. It is constructed using top-down macroeconomic asset allocation and rigorous bottom-up fundamental valuation to give investors structural growth exposure across the US, Europe, and Asia that is not available in domestic markets.

Yes. Transparency is a core pillar of our research. Every rebalancing action—whether a mechanical quarterly drift adjustment or an opportunistic thesis change—comes with complete research notes detailing the entry/exit reasons, fundamental shifts, and macroeconomic rationale behind the update.

The Global Equity Portfolio is an annual subscription service. Upon subscribing, you gain immediate access to the full model portfolio, detailed instrument allocations, comprehensive thesis reports, and all upcoming quarterly rebalancing updates for an entire year.

Your annual subscription includes:

1. Detailed Instrument Allocation Sheet: Exact target weights and ticker symbols for each recommended global ETF and stock.

2. Actionable Institutional Research: Clear entry and exit rationales, macro outlooks, and thesis breakdowns for each constituent.

3. Quarterly Rebalance & Drift Alerts: Regular monitoring with clear instructions whenever portfolio weights need adjustment.

4. Dedicated Client Support: Guidance on onboarding, platform walkthroughs, and portfolio queries.

Investing in global markets is executed via international brokerage platforms available to Indian residents. A quick comparison of the leading platforms is given in the page.

Because this is a Research Analyst Model Portfolio and not a pooled mutual fund, trades are not executed automatically in your account. Our team monitors the markets and sends you real-time alerts whenever a quarterly or opportunistic rebalance is due. You simply log into your brokerage app and execute the recommended weight adjustments.

Whenever our research team initiates a portfolio change, you will receive an instant email and WhatsApp notification. The alert will contain the exact weight adjustments along with a complete rationale document explaining why the changes were made.

You can track the real-time value and performance of your invested funds directly inside your brokerage account dashboard. In addition, InvestYadnya provides regular benchmark comparisons and portfolio reviews so you can evaluate the strategy’s alpha against global indices (like the MSCI World and S&P 500).

Yes. Any outward remittance by an Indian resident to fund an overseas trading account falls under the Reserve Bank of India’s (RBI) Liberalised Remittance Scheme (LRS). Currently, Indian resident individuals can remit up to USD 250,000 per financial year for permissible capital and current account transactions.

Tax rules for foreign equity investments from India include:

1. Capital Gains: Foreign equities and ETFs held for over 24 months are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% (without indexation). Gains held for 24 months or less are Short-Term Capital Gains (STCG) and taxed at your applicable income tax slab rate.

2. Dividend Income: Foreign dividends are taxed at your domestic slab rate in India. You can claim credit (under DTAA via Form 67) for any Tax Deducted at Source (TDS/Withholding Tax) deducted in the host country (e.g., 25% in the US).

3. Foreign Asset Reporting: Global holdings must be disclosed under Schedule FA when filing your Income Tax Return (ITR-2 or ITR-3).

Yes. NRIs can invest in the Global Equity Portfolio directly using their overseas bank accounts and global brokerage platforms without navigating India's LRS remittance process. However, since tax treatment varies based on your country of tax residency, we advise consulting your local tax advisor.