Your Portfolio Is 95% Indian.
The World Is 100% Opportunity.
Access institutional-grade global equities, GIFT City mutual funds, and bespoke international portfolios, guided by India's most trusted wealth advisors.
Typical HNI Portfolio Today
95% Single-Country Risk70% Domestic | 30% Global USD
Why Indian HNIs Are Losing Wealth by Staying Domestic
₹ Depreciation Risk
The Rupee has depreciated steadily against the Dollar for two decades. Even when your domestic portfolio grows at 12%, you're losing 4% in global purchasing power every single year. Over 20 years, that's a 55% erosion in real terms.
Concentration Risk
India represents 3.6% of global GDP, yet 95%+ of the average Indian HNI's portfolio is in INR assets. A single domestic downturn, regulatory change, or sector-specific crash can wipe out years of returns. This isn't diversification: it's a bet.
Missed Megatrends
AI, semiconductors, biotech, clean energy, quantum computing: the biggest wealth creators of this decade are listed on US and European exchanges. Nvidia alone returned 2,800% in 5 years. Indian investors with zero global exposure missed all of it.
10-Year CAGR (in INR terms)
10-year CAGR in INR terms (2015–2025). Past performance does not guarantee future returns. Source: Bloomberg, NSE.
GIFT City: India's Onshore Gateway to Global Markets
Invest globally without leaving India's regulatory framework. Regulated by IFSCA. Compliant with LRS. No foreign brokerage account needed.
USD-denominated global index funds and thematic funds (US Large Cap, Global Tech, Emerging Markets ex-India) offered by India's leading AMCs through GIFT City's IFSCA-regulated framework.
- Bypass SEBI's domestic MF international investment caps
- No separate US brokerage or W-8BEN paperwork
- Onshore custody with IFSCA regulation
- Access to global themes: AI, semiconductors, clean energy
US Large Cap Index
Global Tech Fund
International Bond Fund
EM ex-India Fund
Regulatory NoteAll GIFT City investments are routed via the Liberalised Remittance Scheme (LRS). The USD 250,000 annual limit applies per individual. Tax Collected at Source (TCS) is applicable above ₹10L per financial year but is fully adjustable against your final income tax liability.
Built by India's Most Experienced Cross-Border Wealth Team
Total Assets Under Advisory
Years combined global investing experience
HNI families served across India
Avg. 5Y USD portfolio CAGR
Client satisfaction score
Returns are model portfolio returns, net of advisory fees but before taxes. Individual results may vary. Past performance does not guarantee future returns.
A Systematic Approach to Global Wealth
Discovery & Risk Profiling
We assess your existing portfolio across all asset classes, your tax situation (Section 115BAC vs Old Regime), liquidity requirements, and the precise global exposure gap through a detailed 45-minute session.
Custom Asset Allocation
Using our proprietary framework, we design a target allocation across geographies (US, Europe, Asia), asset classes (equities, bonds, alternatives), and investment vehicles (GIFT City MFs, direct equities, AIFs), calibrated to your unique situation.
Execution & Onboarding
We handle the LRS remittance paperwork, GIFT City account setup, KYC, and execute the entire portfolio, typically within 7 business days. You don't touch a single form.
Continuous Management & Reporting
Quarterly rebalancing, proactive tax-loss harvesting, real-time dashboard access, and a dedicated WhatsApp line with your portfolio manager. We monitor global markets so you don't have to.
Why Cashvisory Global?
| Aspect | Traditional Route | Cashvisory Global |
|---|---|---|
| Account Setup | Open US brokerage yourself, navigate W-8BEN, FATCA, TCS filings | We handle everything: LRS, GIFT City setup, KYC, and compliance |
| Research & Selection | DIY stock picking, YouTube research, generic robo-advisors | Dedicated analyst team with a proprietary research framework |
| Tax Compliance | Figure out Schedule FA, DTAA, TCS, advance tax yourself | End-to-end tax reporting with CA coordination included |
| Product Range | Limited to whatever your single broker offers | Full spectrum: GIFT City MFs, direct global equities, and AIFs |
| Ongoing Support | Email ticketing, AI chatbots, long wait times | Dedicated WhatsApp + quarterly video portfolio reviews |
| Fees & Transparency | Hidden FX markup (1–3%), platform fees, exit loads stacked up | Transparent flat fee structure. No hidden markups. Ever. |
Account Setup
Open US brokerage yourself, navigate W-8BEN, FATCA, TCS filings
We handle everything: LRS, GIFT City setup, KYC, and compliance
Research & Selection
DIY stock picking, YouTube research, generic robo-advisors
Dedicated analyst team with a proprietary research framework
Tax Compliance
Figure out Schedule FA, DTAA, TCS, advance tax yourself
End-to-end tax reporting with CA coordination included
Product Range
Limited to whatever your single broker offers
Full spectrum: GIFT City MFs, direct global equities, and AIFs
Ongoing Support
Email ticketing, AI chatbots, long wait times
Dedicated WhatsApp + quarterly video portfolio reviews
Fees & Transparency
Hidden FX markup (1–3%), platform fees, exit loads stacked up
Transparent flat fee structure. No hidden markups. Ever.
Real Investors. Real Global Portfolios.
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Get Your Free Global Portfolio Audit
In 30 minutes, we'll show you exactly how much global diversification your portfolio needs, and how to get there.
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The World's Best Companies Are Not Listed on the NSE.
Your Portfolio Should Reflect That.
Join 350+ HNI families who've gone global with Cashvisory.