Your Portfolio Is 100% India. The World Is Not.

"Going Global" is a step-by-step guide for Indian investors on how to build and manage a globally diversified portfolio — covering the routes available (LRS, GIFT City), taxation and compliance, broker selection, and ready-to-use model portfolios.

Individual investors, HNWIs and family offices, NRIs, students and young professionals, business owners, retirees, and finance professionals — CFP®s, SEBI RIAs, MFDs, CAs, and wealth managers — who want a practical, India-specific framework for global investing.

Yes. The book starts from first principles — why global diversification matters — before moving into the practical steps, so no prior investing experience is assumed. Experienced investors will find the taxation, compliance, and model portfolio chapters equally useful.

Yes. A dedicated section walks through capital gains treatment, TCS, DTAA, and Schedule FA reporting for foreign assets, along with a quick-reference cheat sheet for Form 1042-S.

Yes — every route, tax rule, and compliance requirement in the book is framed around what applies to a resident Indian investor today, not generic global investing advice.

Hardcover and eBook (Kindle and Google Play Books). There is no paperback edition.

328 pages across 38 chapters.

India's entire stock market is barely 2% of global investable equity — the United States alone is 63%. A portfolio built only from Indian equities has zero exposure to most of the world's largest companies, sectors, and currencies.

Yes. Resident individuals can invest overseas under the RBI's Liberalised Remittance Scheme (LRS), subject to the applicable annual limit and reporting requirements. The book walks through this process step by step.

No. Resident Indians can invest abroad through LRS or via GIFT City structures — you do not need NRI status.

There's no one-size-fits-all number — it depends on your goals, horizon, and existing exposure. The book includes 5 model portfolios ranging from Conservative to Aggressive to help you think through an allocation that fits your situation.

The two primary routes are the RBI's Liberalised Remittance Scheme (LRS) and GIFT City-based structures. The book covers both in detail, including how brokers and platforms differ.

It carries different risks — currency movement, geopolitical factors, and unfamiliar markets — but it also reduces concentration risk from holding only Indian assets. The book discusses these trade-offs and how to manage them.

LRS is the RBI framework that allows resident Indian individuals to remit money abroad each financial year for permitted purposes, including investing in foreign securities.

₹2.5 Cr (around USD 250,000) per resident individual per financial year, across all permitted purposes combined — enough for almost every investor's global allocation. Always confirm the current limit with your authorised dealer bank before remitting.

TCS applies to remittances under LRS above a threshold, at rates that vary by purpose and have changed over recent budgets. The book covers the current rules in detail — always verify the latest rates before remitting, as these are revised periodically.

Gains on foreign stocks and funds are taxed differently from domestic equity — the applicable holding periods and rates, along with DTAA relief, are explained in the book's taxation chapter.

Yes — resident Indians holding foreign assets must disclose them under Schedule FA in their income tax return. The book explains what needs to be reported and how.

Hardcover is available on Amazon and Flipkart; the eBook is available on Kindle and Google Play Books. Links are at the top and bottom of this page.

Yes — for firms, RIAs, wealth managers, and CAs gifting clients (especially around Diwali), bulk pricing is available. Reach out on WhatsApp to discuss quantities and pricing.

The fastest way is WhatsApp (link at the bottom of this page and the floating button). You can also connect with Vinayak on LinkedIn.