Global ex-India Portfolio
A high-conviction portfolio that buys dislocations and is built for succession. Specially designed for Indian investors to take global exposure.
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This is a model portfolio.
Investment Strategy
A mix of ETFs and direct stocks, state tax protected via UCITS
Four disciplines, applied consistently.
Every position in the portfolio passes the same tests. Conviction sets the size, valuation decides when we enter, the right wrapper keeps costs low, and cash is held on purpose.
High conviction, low churn
Single-stock positions sized 2 / 4 / 6 / 8% by attractiveness and confidence. Positions held on multi-year theses. We trade on valuation or a broken thesis - not on news flow.
Margin of safety
We enter where price sits meaningfully below our estimate of value - and label momentum positions honestly when they are not value.
Wrappers for beta, stocks for alpha
Index and factor exposure held via UCITS funds (tax- and estate-efficient). A 40-50% direct-stock budget pursues alpha and accepts the structural cost.
Cash is a position
Tactical cash is held deliberately, yields the policy rate, and has pre-committed deployment rules - not a residual.
Portfolio Metrics
A clear view of market allocation, risk and key portfolio terms.
Allocation by Market Segment
Developed markets · 83%
Risk Profile
High · 4/5
BETA
0.81 vs Global equities
Monthly CVaR (95%)
7.9%
MAX DRAWDOWN
-29%
LTCG (24+ MONTHS)
12.5%
STCG
Slab rate
COMPLIANCE
ITR Schedule FA annually
NIFTY 50 CORRELATION
0.30–0.35 (low overlap)
CATEGORY
Globally Diversified Equity
INCEPTION
20 July 2026
PLATFORM FEES
Nil
COMMISSION
Nil
EXIT LOAD
Nil
Geographic Breakdown
United States
~50%
EM ex-India
~18%
Developed ex-US
~16%
Cash & equivalents
~16%
Zero India overlap, currency, market and geographic diversification
Sector Breakdown
Thematic
22%
Consumer Non-cyclical
20%
Emerging markets
16%
Tactical Cash
16%
Technology & Services
12%
Core
10%
Energy & Defence
4%
Wrappers for beta, Stocks for alpha, tactical cash for opportunistic deployment. a
Who is this for?
Our approach is designed for investors who value disciplined portfolio construction, clear evidence and long-term alignment.
DESIGNED FOR
Those with concentrated position in RSU/ESPP, seeking diversification.
Our philosophy is anchored in:
Clearly defined mandates
Research-led investment decisions
Disciplined portfolio construction
Continuous monitoring and review
Alignment with long-term objectives