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Global Investing | MF Banega BFF

In this episode of MF Banega BFF, we understand the nuances of Global Investing — and where India stands with respect to keeping up with global trends. In our opening segment, MF Rundown, we unpacked some key developments: ● Women investors now account for over 25% of individual investors and hold 33% of individual AUM! ● Investors seeking sophisticated avenues for higher returns can now invest in specialized investment funds SIFS a new category bridging mutual funds and portfolio management with a lower entry point of 10 lakh rupees It’s an exciting time to invest in the future! In the next segment, we were joined by Mr Gajendra Kothari, Co-Founder, Etica Wealth Private Limited, where we explored how Indians are considering Global investing, which helps Indian investors reduce risk by diversifying beyond domestic markets, especially when Indian valuations are high. Allocating 20–25% to global assets like the S&P 500 can offer exposure to strong international companies, hedge against rupee depreciation, and balance long-term returns. In the final part of the episode, we discussed with Mr Vaibhav Shah, Head - Products, Business Strategy & International Business, Mirae Asset Investment Managers India. With multiple options available in globalizing your investments, we discussed how International Mutual Funds can be one of the simplest methods to achieving this kind of diversification. Another great option is through direct investments of Global Stocks, via liberalized remittance scheme. GIFT City provides you access to through LRS, with an added advantage of having no cap on the amount that a GIFT City itself invests in the Global Market. This route does however have a personal limit of $250,000. Finally we discussed how taxation has been simplified when it comes to global investing opportunities. If you are looking at diversifying your portfolio, with a global outlook, this episode you just can’t miss!

first published: Jul 1, 2025 06:14 pm