Access to World-Class Assets

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SERVICES

Comprehensive Global Investment Solutions

iVentures Capital helps you access global investment opportunities that diversify your portfolio, add currency benefits, and tap into the world's growth engines. Using global stocks and ETFs, hedge funds, AIFs, and more.

01

Global Stocks & ETFs

Diversified portfolios of international equities across major US, European, Asian, and emerging markets, providing broad global equity exposure in a single, efficient wrapper.

02

Multi-Strategy Global Hedge Funds

Sophisticated, globally managed strategies—across long-short equity, macro, event-driven, and multi-strategy funds—designed to generate differentiated, low-correlation returns for your portfolio.

03

Portfolio Monitoring & Rebalancing

Ongoing tracking of global markets and disciplined rebalancing to keep your portfolio optimally allocated across regions and asset classes.

04

International Debt Portfolios

Access to international bond markets across governments and corporates worldwide, aiming to provide stable income and natural currency diversification for your portfolio.

Global Investing Philosophy
PHILOSOPHY

What Sets Us Apart

We build global portfolios that work in the background, with compliant execution, currency guardrails, and structured rebalancing.

01

Multi-Market Exposure, All in One Place

Pain Point: I barely understand the Indian markets—how am I supposed to track stocks in different time zones?

Solution: iVentures builds a global portfolio that works in the background, so instead of picking unfamiliar foreign stocks yourself, your allocation across different geographies is implemented through curated stocks, ETFs, hedge funds, AIFs, and fixed income managers who already track those markets full time.

02

Clean, Compliant Cross-Border Execution

Pain Point: For one transfer, I have three apps open, two RM calls, and one half-filled A2 form staring back at me.

Solution: iVentures sets up compliant access routes (LRS, global brokers, FoFs, AIFs), coordinates documentation, and standardises the process so moving money abroad doesn't feel like a hassle.

03

Global Investing With Currency Guardrails

Pain Point: The stock can go up, but if USD–INR goes the "wrong" way, do I even know what I actually made?

Solution: iVentures builds currency-aware portfolios, explains FX impact in simple rupee terms, and uses hedging or natural diversification where needed so currency works as a tool, not a fear factor.

04

Structured Rebalancing Across Geographies And Assets

Pain Point: I only remember rebalancing when markets are crashing, which is precisely when I am too scared to touch anything.

Solution: iVentures continuously monitors global markets and your allocations, rebalancing across geographies, asset classes and strategies so the portfolio stays aligned with your risk, return, and family goals—not last year's mood.

CASE STUDY

Global Investment Success Stories

Real results from our global investment strategies and international portfolio management.

DOLLAR HEDGE

From Rupee-Only Exposure to Owning Dollar Assets

A business owner with frequent overseas travel and import exposure found that most personal savings were rupee-based, while expenses and future plans were increasingly linked to the US dollar. There was limited awareness that global investing could be done legally and compliantly from India. We explained the structural drivers of currency movement and set up a dollar-denominated global portfolio under the Liberalised Remittance Scheme, addressing compliance and reporting requirements alongside the client's CA. Outcome: a compliant global asset base in dollars, improved visibility through regular reporting, and reduced vulnerability to currency movements impacting lifestyle and business decisions.

FROM INDIA-ONLY TO TRULY GLOBAL

Owning the Businesses You Use Every Day

An investor's portfolio was entirely India-focused, shaped largely by familiar conversations and domestic market exposure. We highlighted a simple but overlooked fact—that India represents only a small share of global market capitalisation—and helped build a compliant global allocation through curated international funds and ETFs. The portfolio provided exposure to global themes such as semiconductors, critical metals, gaming and e-sports, and electric mobility ecosystems. Outcome: diversified participation across global businesses and innovation, with wealth no longer limited to a single country's market cycle.

DOLLAR PORTFOLIO FOR OVERSEAS EDUCATION

Building Foreign Currency Assets for Future Needs

A parent planning for children's overseas education was concerned about the rising cost of foreign currency over time. All investments were rupee-based, with no currency-matched pool for future tuition and living expenses. We structured a disciplined global investment approach using international funds and ETFs, aligned to expected education timelines and funded progressively. Outcome: a growing pool of dollar-linked assets, reduced exposure to currency volatility, and greater predictability around future overseas education costs.

Questions

Frequently Asked Questions

Common questions about our Global Investing program

Is it legal for Indian residents to invest in global markets like the US from India?

Yes. Indian residents can legally invest in global markets under the Reserve Bank of India's Liberalised Remittance Scheme (LRS). RBI permits individuals to remit up to USD 250,000 per financial year for permissible capital account transactions, including investments in overseas stocks, bonds, mutual funds, ETFs, and other securities, subject to FEMA compliance and TCS (Tax Collected at Source) provisions.

How much can I invest abroad each year under LRS?

Indian residents can invest up to USD 250,000 (approximately ₹2.08 crores) per person per financial year under LRS. This limit is individual-based, so family members can each utilize their own limit. All remittances are subject to TCS at applicable rates and must be routed through authorized dealer banks with proper documentation and reporting to RBI.

Can NRIs also use this platform, and are the rules different for them?

Yes, NRIs can invest globally through our platform. NRIs are not subject to LRS limits and can invest from their NRE/NRO accounts or overseas bank accounts in compliance with FEMA regulations. Taxation, repatriation rules, and reporting requirements differ from resident Indians—we assist with FEMA-compliant structuring, tax withholding, and regulatory filings for both resident and NRI investors.

How do I practically start investing globally through iVentures?

The process includes KYC completion, opening a global trading and custodian account with our partner platforms, submitting LRS declaration and PAN for TCS compliance, transferring funds through your bank via wire transfer, and executing investments. The entire process is digitally enabled with step-by-step guidance, documentation support, and typically takes 7-10 business days from start to first investment.

Which markets and products can I access—only US, or also Europe and Asia?

You can access US markets (NYSE, NASDAQ), European exchanges (LSE, Euronext), Asian markets (Hong Kong, Singapore), and global ETFs covering emerging and developed economies. Investment options include individual stocks, ETFs, mutual funds, bonds, REITs, and structured products across multiple geographies, sectors, and asset classes, providing true global diversification beyond India.

Where are my global investments held and under whose custody?

Your global investments are held with SEC and SEBI-registered international brokers and globally regulated custodians such as DriveWealth, Interactive Brokers, or custodian banks compliant with US SEC, UK FCA, or Singapore MAS regulations. Assets are held in your name in segregated accounts, ensuring legal ownership, protection, and independent custody separate from the broker's or advisor's balance sheet.

What are the fees and charges for global investing (FX, brokerage, platform, others)?

Fees include two layers: forex charges charged by the bank and platform fees charged by the broker. iVentures is compensated by the broker. Typically the charges range from 1.5-1.75%.

How will my global investments be taxed in India? Will I have to pay tax globally too?

Global investments are taxed in India on capital gains (short-term at slab rates, long-term at 12.5% without indexation) and dividend income (at slab rates). Dividends may attract withholding tax in the source country (e.g., 25% in the US), which can be claimed as foreign tax credit in India. We provide tax computation support, capital gains statements, and coordinate with tax advisors for treaty benefits and compliance.

How do currency movements (INR vs. USD) impact my returns? Can I hedge this risk?

Currency movements directly impact rupee returns—USD appreciation boosts returns while depreciation reduces them. A 5% USD gain adds 5% to your returns in INR terms. Currency hedging is available through forex forwards or currency-hedged funds but adds cost and complexity. We assess your risk appetite and recommend unhedged, partially hedged, or fully hedged strategies based on portfolio size and outlook.

What percentage of my overall portfolio should I allocate to global investments?

Allocation depends on your risk profile, diversification needs, and market outlook—typically 10-30% of the total portfolio for most investors. Global exposure reduces India-specific risk, provides access to sectors unavailable domestically (e.g., technology giants, global healthcare), and benefits from currency diversification. We customize allocation based on your existing holdings, financial situation, and long-term wealth objectives.

How will I see and monitor my global portfolio and in which currency will it be reported?

You will access a consolidated digital platform showing global holdings in both USD (or respective foreign currency) and INR equivalent. Reports include real-time valuations, performance tracking, currency impact analysis, dividend receipts, transaction history, and capital gains computation. Monthly and quarterly statements are provided with multi-currency views for comprehensive monitoring.

Do you help in taxation related to global investing?

Yes. We provide capital gains computation, dividend income tracking, foreign tax credit documentation, TCS certificates, annual tax statements, and coordination with chartered accountants for ITR filing. We assist with treaty benefit claims, Schedule FA (foreign asset) disclosures, and ensure full compliance with Indian tax laws and reporting requirements for global investments.

How is my money safe if the broker defaults?

Global investments are held in segregated custodian accounts regulated by authorities. We partner only with globally regulated, reputable brokers and custodians with strong financial standing and investor safeguards. The brokers are FINRA registered and all accounts are insured by the funds.