Your wealth,
beyond one country.
A one-time advisory to build a 10–20 year global conviction portfolio entirely outside India — structural megatrends layered over a diversified basket of low-correlation economies, deployed via the Liberalised Remittance Scheme (LRS) on the international brokerage platform of your choice.
This solves the one risk an India-only portfolio can't cover.
Everything in a typical Indian portfolio moves with the Rupee, Indian regulation, and the Indian economic cycle. Videshi Portfolio puts a portion of your wealth to work entirely outside India — not as speculation, but as a systematic, low-cost hedge against single-country concentration.
Structural megatrends, not short-term sector calls.
We track a curated set of long-duration global themes — spanning technology and automation, energy and resources, healthcare and demographics, and critical infrastructure — and translate them into a systematic ETF allocation. The exact theme universe and weights are shared during your discovery call.
A diversified basket of economies, chosen for low India correlation.
We select across developed and emerging markets in North America, East Asia, and Europe — weighted by correlation, valuation, and currency diversification. Exact country weights are shared during your discovery call.
From conversation to deployed portfolio.
From hundreds of global ETFs to 13 convictions.
No performance-chasing. No chasing whatever rallied last year. Every theme, country, and ETF in Videshi Portfolio survives a structured, four-stage filter before it earns a place in your allocation.
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1Stage 1 · The universeWe start with the full universe of internationally-listed ETFs accessible via LRS.Our investment universe comprises US-listed ETFs reachable through an international brokerage account under the Liberalised Remittance Scheme. Thematic fads, leveraged, and inverse products are excluded from the universe entirely — not screened out later, never considered at all.
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2Stage 2 · Structural theme screenA theme earns its place only if its growth driver is decade-long, not a headline.Each candidate megatrend is tested for a durable, structural demand driver — demographic, technological, or regulatory — not a cyclical rally or a narrative of the moment. This is how the universe narrows to the curated set of structural megatrends that make up the 60% theme layer.
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3Stage 3 · Country & correlation screenA country earns its place only if it genuinely diversifies you away from India.Candidate country ETFs are screened for historical correlation with Indian equity markets, economic and political stability, and currency considerations. This is how the universe narrows to the diversified basket of countries making up the 40% country layer.
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4Stage 4 · Cost, liquidity & domicile checkExpense ratio, fund size, and tax domicile all have to clear a bar.Every surviving ETF is checked against a maximum expense ratio ceiling, a minimum AUM and daily-liquidity threshold, and its domicile and tax efficiency under Indian regulations. What survives becomes your curated allocation — weighted deliberately across the theme and country layers, monitored and rebalanced on a fixed schedule, not in reaction to headlines.