How to go about investing in US 💰markets from India?
NASDAQ down 11% from ATH
Amazon & Apple down ~20% from ATH
Time to diversify your portfolio to get exposure to US markets
Two options- Direct Equity or MFs
Thread on investing directly or MFs
@AnyBodyCanFly @saxena_puru
NASDAQ down 11% from ATH
Amazon & Apple down ~20% from ATH
Time to diversify your portfolio to get exposure to US markets
Two options- Direct Equity or MFs
Thread on investing directly or MFs
@AnyBodyCanFly @saxena_puru
Direct Equity
Yes – investors from India can directly invest in the US stock market
Investing in US stocks or ETFs by Indian investors is permissible under the RBI’s Liberalized Remittance Scheme (LRS)
Many US companies we know, are growing fast, innovative & have strong moat
Yes – investors from India can directly invest in the US stock market
Investing in US stocks or ETFs by Indian investors is permissible under the RBI’s Liberalized Remittance Scheme (LRS)
Many US companies we know, are growing fast, innovative & have strong moat
Where can one open the account?
Many now few mentioned here..
HDFC- hdfcsec.com/globalinvesting
ICICI- icicidirect.com/global-investm…
Winvesta- home.winvesta.in
Many now few mentioned here..
HDFC- hdfcsec.com/globalinvesting
ICICI- icicidirect.com/global-investm…
Winvesta- home.winvesta.in
How to manage Time Zone Difference?
US markets starts at 07/08 PM and closes late night at 02/03 AM
Hence you can invest comfortably by 10:00-11:00 PM
You can also place orders when the markets are closed
You can place market and limit orders to buy shares
US markets starts at 07/08 PM and closes late night at 02/03 AM
Hence you can invest comfortably by 10:00-11:00 PM
You can also place orders when the markets are closed
You can place market and limit orders to buy shares
How much one can invest?
Under the Liberalised Remittance Scheme (LRS), you can send $250,000 abroad in a financial year without seeking approval from the Reserve Bank of India
Shares are expensive I can’t invest only in one company?
You can buy fraction shares 0.25-multiples
Under the Liberalised Remittance Scheme (LRS), you can send $250,000 abroad in a financial year without seeking approval from the Reserve Bank of India
Shares are expensive I can’t invest only in one company?
You can buy fraction shares 0.25-multiples
No Minimum Investment
You can Start Investing with any amount.

Thematic Investments can also be done (small case equivalent)
Preconfigured portfolios of high-growth Stocks & global ETFs
Which website to analyse US stocks
Yahoo finance is the best
One is good enough
You can Start Investing with any amount.

Thematic Investments can also be done (small case equivalent)
Preconfigured portfolios of high-growth Stocks & global ETFs
Which website to analyse US stocks
Yahoo finance is the best
One is good enough
Taxes on investment gains:
You will be taxed in India for this gain. Taxes will not be withheld in the US.
Long-term capital gain is 24 months, with the rate of 20% with indexation benefit.
Short term gains are taxed according to your income tax slab.
You will be taxed in India for this gain. Taxes will not be withheld in the US.
Long-term capital gain is 24 months, with the rate of 20% with indexation benefit.
Short term gains are taxed according to your income tax slab.
How do I fund my account?
Since investments in US equities must be made in USD, you need wire transfer via your bank
Can be done online in 1 day
Brokerages?
~1-3$ per trade
Without plan is good enough for investing
Plans only needed if you are planning for trading
Since investments in US equities must be made in USD, you need wire transfer via your bank
Can be done online in 1 day
Brokerages?
~1-3$ per trade
Without plan is good enough for investing
Plans only needed if you are planning for trading
How will I bring my money back?
Just withdraw funds like you do in Zerodha or any other Demat account
It will come back to linked account in 3-4 days
Just withdraw funds like you do in Zerodha or any other Demat account
It will come back to linked account in 3-4 days
Investing via Funds
US focused Index funds
e.g. Motilal Oswal Nasdaq fund, Motilal Oswal S&P 500 fund
MFs- Parag Parikh and many fund have exposure to both US and Indian stocks
Few more in the list.
US focused Index funds
e.g. Motilal Oswal Nasdaq fund, Motilal Oswal S&P 500 fund
MFs- Parag Parikh and many fund have exposure to both US and Indian stocks
Few more in the list.
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