Intermediate
Global Investing: Accessing US and International Markets from India
A practical, India-first guide to putting money into US and international markets legally and efficiently. Covers why global diversification matters for a rupee-denominated portfolio, every real route available to an Indian resident (LRS-funded direct US broking, Indian mutual fund and fund-of-fund routes, NSE-listed international ETFs), and the tax and compliance layer that trips up most first-time global investors: TCS on remittances, US withholding tax and the India-US DTAA, capital gains treatment, and Schedule FA reporting. Built for experienced retail investors and mutual fund investors who already understand Indian markets and are ready to look beyond them.
Global DiversificationLRSUS Stock InvestingInternational ETFsDTAAForeign Asset Tax
MODULES
3
DURATION
~2 hrs
TRACK
Macro & Markets
What You'll Master
Why and how much of a rupee portfolio should sit outside India
How the Liberalised Remittance Scheme (LRS) actually works, including its limits and TCS
How to open and fund a US brokerage account from India, and what it costs
The difference between direct US stocks, international mutual funds/FoFs, and NSE-listed global ETFs
How US withholding tax and the India-US DTAA affect your dividends
How capital gains on foreign assets are taxed in India, and what Schedule FA requires you to report
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates
Curriculum Breakdown
Chapter 1: Why Invest Beyond India
3 LessonsChapter 2: Routes to Invest Abroad
4 Lessons▶
The Liberalised Remittance Scheme (LRS): Limits, Process, and TCS12 min read
▶
Direct US Stock Investing: Opening and Funding a Broker Account from India12 min read
▶
Indian Mutual Funds and Fund-of-Funds with International Exposure11 min read
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International ETFs Listed on NSE: A Rupee-Only Alternative11 min read