Kapital way

Feeling like your investment opportunities are confined to the Indian market? What if you could tap into the growth of global giants—companies listed in the US, Europe, Asia—and build a more diversified portfolio from right here in India? That’s exactly what this guide is about: how to invest in US & global stocks from India. You’re probably wondering: “Is it too complex? What about rules, costs, tax?” I hear you. It can feel overwhelming—one mix of paperwork, foreign currency, exchange rates and unknown brokers. But once you break it down, it’s very manageable. With the right steps, you’ll move from “maybe I’ll try” to “I’m doing this with confidence”. In this article we’ll walk through everything: what this global investing means, how the regulations work (looking at the Liberalised Remittance Scheme or “LRS” in India), how to select access routes, how to pick and monitor your investments, and how to avoid common pitfalls. By the end you should feel like you’ve got a clear map—not a maze. Ready? Let’s go. What it means to invest in US & global stocks from India When you hear “invest in US & global stocks from India”, think of buying shares or funds of companies listed abroad—as an Indian resident. For example: US exchanges like the S&P 500, European markets, or even Asia-Pacific stocks. The core idea: you don’t keep all your eggs in Indian baskets. Why it matters: But real talk:There’s extra complexity. You’ll deal with currency risk, foreign broker fees, international tax/regulation. While investing globally can be smart, it’s not “just buy and forget”—you still need the plan. Understanding the regulatory landscape The LRS limit and what it means Under the Liberalised Remittance Scheme (LRS) of the Reserve Bank of India (RBI), resident individuals can remit up to US $250,000 per financial year (April–March) for permitted purposes — including overseas investments. Borderless+1 Here’s what you must know: Tax & cost realities Let’s talk money and rules so you don’t have unpleasant surprises. In short: the regulatory & tax side isn’t scary—but you can’t ignore it. Step-by-Step Guide: How to Invest in US & Global Stocks from India Step 1: Clarify your goal & set a target Ask yourself: Why am I going global? Some common reasons: Then decide: What % of your equity portfolio will go global? A practical number might be 10-30%. If you do 100% global, you might ignore what you already know in India; if you do 0%, you might miss the chance. Step 2: Choose your access route Basically, you have two broad paths: Direct route: Indirect route: You could also mix both. Maybe 50% of your global allocation via fund route, 50% direct. Step 3: Set up = real work For direct route: For indirect route: Step 4: Invest smart & monitor Step 5: Tax, compliance & your exit plan Common pitfalls & how to avoid them Let’s talk about the typical mis-steps many make—and how you sidestep them: Example scenario: What it might look like for someone in Lucknow Picture this: You’re based in Lucknow. You’ve been investing in Indian stocks for a while and you’ve done well, but you feel you’re missing out on global opportunities. So you decide: “Okay, of my equity portfolio, I’ll allocate 20% global.” This approach keeps things balanced, realistic, and aligned with your larger goal. Why this really matters (and why now is a good time) We live in a globally connected economy. Many of the fastest-growing companies are not in India alone; they’re international. When you learn how to invest in US & global stocks from India, you give yourself access to global mega-trends. For example: Indian data shows the rupee dropping from ~₹45 per USD in 2010 to over ₹86 in 2025—just the currency shift alone helped boosting dollar-based returns. INDmoney Platforms and brokerage tech have improved; you don’t need to be a Wall Street guru anymore. But “easier” doesn’t mean “easy”—smart investing still means planning, discipline, and understanding. Final thoughts Taking the step to invest in US & global stocks from India is smart—if done with awareness. You’re not just chasing returns, you’re building a portfolio that bridges geographies, currencies, and opportunities. Key things to remember: define your objective clearly, know your access route, be aware of costs and tax/regulation, diversify, monitor and stay patient. If you follow the steps above—and keep your mindset long-term—you’re setting yourself up for a more global portfolio rather than a domestic “only” one. Want help picking platforms, comparing fees or choosing a few global-fund options? I’m happy to dive into that next.