Invest in US Markets from India
Own a piece of Apple, Google, Amazon, and the S&P 500 — without leaving India. We provide complete, step-by-step guidance to build your US equity portfolio the right way.
The World's Largest Equity Market
The US market accounts for over 60% of global market capitalisation — home to the world's most innovative companies.
USD Diversification
Hedge against INR depreciation. USD has appreciated ~3–4% vs INR annually over long periods.
Superior Growth
S&P 500 has delivered ~10–12% CAGR in USD over the last 30 years — outpacing most global indices.
Access to Innovation
Own stakes in Apple, Microsoft, NVIDIA, Tesla — companies that power the global digital economy.
Portfolio Diversification
Low correlation with Indian markets reduces overall portfolio volatility and improves risk-adjusted returns.
3 Ways to Invest in US Equity
Choose the route that fits your comfort level, ticket size, and tax preference.
US-Focused Mutual Funds (India)
Easiest RouteInvest in Indian mutual fund schemes that hold US stocks — no US account needed, rupee-denominated, regulated by SEBI.
Examples
- Motilal Oswal Nasdaq 100 FOF
- Franklin India Feeder – Franklin US Opportunities
- ICICI Pru US Bluechip Equity
- Mirae Asset NYSE FANG+ ETF FOF
Advantages
- No overseas account required
- Invest via SIP or lumpsum
- SEBI-regulated, INR denominated
- Familiar KYC process
International ETFs (NSE/BSE Listed)
FlexibleBuy US-focused ETFs listed on Indian exchanges — trade like stocks, real-time pricing, low expense ratios.
Examples
- Mirae Asset S&P 500 Top 50 ETF
- Motilal Oswal Nasdaq 100 ETF
- HDFC Developed World Indexes ETF
Advantages
- Listed on NSE/BSE — trade anytime
- Low expense ratios
- No forex conversion hassle
- Demat-held, easy to track
Direct US Stocks via LRS
Full AccessUse the RBI Liberalised Remittance Scheme (LRS) to send up to USD 2,50,000/year overseas and invest directly in US stocks and ETFs.
Examples
- Buy Apple, Google, Amazon, Tesla directly
- Invest in S&P 500 ETFs on NYSE
- Access any US-listed security
Advantages
- Own actual US securities
- Fractional shares available
- Full dividend + capital gain exposure
- USD 2.5L/year per person limit
Complete Guidance at Every Step
From first question to first trade — we hold your hand through the entire journey.
Goals & Risk Assessment
We understand your investment objective — wealth creation, USD diversification, or specific sector exposure like tech.
Choose the Right Route
Based on your ticket size, tax bracket, and convenience, we recommend the best route — MF FOF, Indian ETF, or direct LRS.
Platform & Account Setup
We guide you through the platform or AMC selection, account opening, and KYC/LRS paperwork if needed.
Portfolio Construction
We help you allocate across S&P 500, Nasdaq 100, and theme-based funds for a balanced US exposure.
Tax & Forex Guidance
US equity taxation in India differs from domestic — we explain DTAA, capital gains, TCS on LRS, and FEMA rules.
Ongoing Review
Annual portfolio review, rebalancing, and updates on US market conditions and regulatory changes.
Tax Treatment for US Investments
US equity is taxed differently than Indian equity — understanding this saves money.
| Route | Short-Term Capital Gain | Long-Term Capital Gain | Note |
|---|---|---|---|
| Via Indian MF / ETF (FOF) | Taxed at slab rate (held < 24 months) | 20% with indexation (held ≥ 24 months) | Treated as debt fund for taxation |
| Direct US Stocks via LRS | Taxed at slab rate (held < 24 months) | 12.5% without indexation (held ≥ 24 months) | DTAA with USA — avoid double taxation |
* Tax rules are subject to change. Consult a tax advisor for personal advice. TCS of 20% applies on LRS remittances above ₹7L/year (can be claimed as credit in ITR).
⚠ Important: SEBI has temporarily paused fresh subscriptions in overseas mutual fund schemes under the industry-wide limit of USD 7 billion. Indian ETFs and index funds with US exposure may still be available — check fund house websites or contact us for the latest status.
Ready to Go Global?
Book a free consultation and we'll walk you through the best route to start your US equity journey — tailored to your goals and tax situation.
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