Global Investments

Invest Like the World Belongs to You - Because It Does!

What Are Global Investments?

Global investments allow you to invest in companies, funds, or markets outside India; giving you access to the world’s best businesses and innovations.

(AI, clean energy, healthcare)

Global thematic funds

You can invest in

International mutual funds or ETFs

(Exchange-Traded Funds)

US-listed stocks

(like Apple, Tesla, Amazon)

Why Should Women Explore Global Investing?

Your money isn’t tied to just one economy

Diversify risk

Invest in companies you already know and use

Access global brands

Protect wealth from local volatility

Balance your portfolio intelligently

Benefit from stronger global currencies

Gain currency advantage

Create assets that can support global aspirations (kids studying abroad, retirement overseas, etc.)

Think long-term

Investment Type	Holding Period	Tax Type	Tax Rate
LRS Remittance TCS	> ₹10 lakh/year	Tax Collected at Source (TCS)	20%
Interest (foreign FDs, bonds	Any	Income from Other Sources	As per income tax slab
Dividends (foreign stocks/funds)	Any	Income from Other Sources	As per income tax slab
	> 24 months	Long-Term Capital Gains	12.5% flat (without indexation)
Foreign Mutual Funds / ETFs (non-specified)	< 24 months	Short-Term Capital Gains	As per income tax slab
	> 24 months	Long-Term Capital Gains	20% with indexation
Foreign Stocks	< 24 months	Short-Term Capital Gains	As per income tax slab

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What is NAV?

NAV stands for Net Asset Value. It is the price of one unit of a mutual fund, updated daily.
Is it better to invest in mutual funds or stocks directly?

If you're a beginner or don’t have time to research, mutual funds are a smarter and safer option since experts manage your money.
Who regulates mutual funds in India?

Mutual funds are regulated by SEBI, ensuring transparency, safety, and investor protection.
How do I choose the right mutual fund?

Consider your goals (e.g., retirement, buying a house), risk tolerance, time horizon, and compare fund performance, expense ratio, and consistency.
Are mutual funds safe?

All investments carry some risk. But mutual funds reduce risk by diversifying—spreading your money across multiple assets. Plus, they’re regulated by SEBI (Securities and Exchange Board of India), making them relatively safe.
What is the difference between Direct and Regular mutual fund plans?

Direct Plans: No distributor commission; lower expense ratio; higher returns over the long term. Regular Plans: Include advisor/distributor commissions; suitable for investors who need guidance.
What is an Expense Ratio and how does it impact returns?

Expense Ratio is the annual fee (as a percentage) charged by the AMC for managing your investment. A high expense ratio eats into your returns, especially in debt funds where margins are thin.
How do you evaluate a fund manager's performance?

Consider metrics like: Alpha (excess return over benchmark) Beta (volatility vs market) Sharpe Ratio (return per unit of risk) Consistency of returns vs peer group  Also, look at their tenure and performance across market cycles.
What are sectoral/thematic funds and how risky are they?

These funds invest in specific sectors (like pharma, tech, banking) or themes (ESG, consumption). They offer high reward potential but are extremely volatile. Ideal for tactical allocation, not core portfolios.
How do SWPs (Systematic Withdrawal Plans) work in mutual funds?

SWPs allow you to withdraw a fixed amount monthly from your investment. Useful for retirement income, with tax efficiency if done via equity funds (since capital gains are taxed, not full withdrawal).
What is the role of AMC risk-o-meter and how should it guide investment decisions?

SEBI mandates a risk-o-meter that categorizes funds from “Low” to “Very High” risk. It helps align fund selection with your personal risk appetite. Reassess this if your life stage or financial goals change.